> For the complete documentation index, see [llms.txt](https://helpdocs.yoxel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.yoxel.com/flow-signals/getting-started-with-yoxel-signals-for-webex.md).

# Getting started with Yoxel Signals for Webex

Yoxel Signals connects Salesforce Flow with your workspace messaging apps: Webex, Google Workspace, Microsoft Teams, Zoom, giving your CRM admins control over the configuration of data signals.

### Prerequisites

***

#### Salesforce

* Yoxel Workspace Sync package (version 2.124 or higher) is installed. [See instructions](https://helpdocs.yoxel.com/salesforce/installing-yoxel).
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).
* In Salesforce Setup, on the 'Install Packages' page find Yoxel Workspace Sync and click **'Configure'** to make sure your package is active and you have access.

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FOgyrv07t7gwKiJg3rJyR%2Fimage.png?alt=media&amp;token=6addf7e2-c4ea-415f-827b-5c7aeb9e8280" alt=""><figcaption></figcaption></figure>

* Review steps 1-4 from Getting started with Yoxel Sync

#### SugarCRM

* You (SugarCRM admin) have access to Web Logic Hooks:&#x20;

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FehymxR423E137jHWjZr2%2Fimage.png?alt=media&amp;token=807091d1-7a84-4902-b77a-b618c16096e8" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':&#x20;

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FQ1i7FteyZ8zg8fXdtGcf%2Fimage.png?alt=media&amp;token=11d383ac-95ab-4601-9d57-4c4f17c21a0c" alt=""><figcaption></figcaption></figure>

#### Hubspot CRM

* You (Hubspot admin) have access to Automation/Workflows:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2F0hb1uJ8HDSuKfxbj7TCM%2Fimage.png?alt=media&amp;token=35232733-9d65-4304-adf1-8ffb06556ce2" alt=""><figcaption></figcaption></figure>

### Adding the app

***

1\. Ask your Webex admin to invite <yoxel@webex.bot> to spaces/rooms to which you want signals to be delivered.

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FXqmeM5kOBYx2HPlIbpy7%2Fimage.png?alt=media&amp;token=9a36aae2-b536-48c5-b865-3766caf0c6f5" alt=""><figcaption></figcaption></figure>

You will see the following intro message in a room:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FWyyX06fz5L706tjV1bw7%2Fimage.png?alt=media&amp;token=01b55a2b-83f3-4ea7-a0b4-256f262f8c69" alt=""><figcaption></figcaption></figure>

2\. Then, use the '@Yoxel token' command to look up your integration token. First time, you will be asked to log into your CRM account:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FuUFs3D4eWoDssl2QZ6ye%2Fimage.png?alt=media&amp;token=3460e65a-3e39-4f31-bde8-08895793d667" alt=""><figcaption></figcaption></figure>

The token will be shown in your direct chat. Copy the token as you'll need to use it when configuring your workflow signals.

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2F7UoS09WEPRT0w7o8o2mK%2Fimage.png?alt=media&amp;token=bf4a27a9-3b47-4e24-883f-66d5703258db" alt=""><figcaption></figcaption></figure>

3\. Next, go back to your CRM to configure desired workflow signals. Follow these instructions: <br>

[Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/salesforce/configuring-salesforce-flow-signals), \
[Configuring Hubspot Workflow signals](https://helpdocs.yoxel.com/yoxel-signals/configuring-hubspot-workflow-signals), \
[Configuring SugarCRM Web Logic Hooks](https://helpdocs.yoxel.com/yoxel-signals/configuring-sugarcrm-web-logic-hooks)<br>

4\. Once the workflow signals are configured you'll start getting the following notification cards in your rooms:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2F8Sxrz2YglCVUZVOoAbXX%2Fimage.png?alt=media&amp;token=13c5cbea-663c-474a-98b6-013bf0745c1d" alt=""><figcaption></figcaption></figure>
