> 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-zoom.md).

# Getting started with Yoxel Signals for Zoom

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

### Prerequisites

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An active Zoom account (free or paid).

#### Salesforce

* Yoxel Workspace Sync package (version 2.124 or higher) is installed. [See instructions](https://helpdocs.yoxel.com/salesforce/installing-yoxel).<br>
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).<br>
* 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://helpdocs.yoxel.com/desk/file/7643825/blob" alt=""><figcaption></figcaption></figure>

* Review steps 1-4 from [Getting started with Yoxel Sync](https://helpdocs.yoxel.com/salesforce/getting-started-with-yoxel-sync)

#### SugarCRM

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

<figure><img src="https://helpdocs.yoxel.com/desk/file/8117296/blob" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':

<figure><img src="https://helpdocs.yoxel.com/desk/file/8169496/blob" alt=""><figcaption></figcaption></figure>

#### Hubspot CRM

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

<figure><img src="https://helpdocs.yoxel.com/desk/file/8117246/blob" alt=""><figcaption></figcaption></figure>

### Adding the app

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1\. Ask your Zoom admin to install Yoxel Signals. It can be found in [Zoom App Marketplace](https://marketplace.zoom.us/apps?appType=ZOOM_APP).\
\
2\.  The app will show the following Welcome message in its direct channel. You can always get this information with the **'/yoxel help'** command.

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FYBzgyptaOxYsxZeICKoq%2Fimage.png?alt=media&amp;token=a531aba1-1eb0-4049-8d7f-742d2ab947c5" alt=""><figcaption></figcaption></figure>

3\. Then, switch to a channel and use the **'/yoxel token'** command to look up your integration token. First time, you will be asked to log into your CRM (Salesforce, Hubspot, SugarCRM,...) account:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FzNhf9hQYojtu5o4ovUiN%2Fimage.png?alt=media&amp;token=597136e1-9a18-4225-b2a5-c33ac6d1fdea" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Copy the token as you'll need to use it when configuring Salesforce Flow.
{% endhint %}

4. Next, go back to your CRM to configure desired workflow signals. Follow these instructions:\
\
[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)\
\
5\. Once the workflow signals are configured you'll start getting the following notification cards in your channels:

<figure><img src="https://33874918-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxx7uHpDR4dQXmMv1DQJi%2Fuploads%2FQygcTFoYs9cuYKNqghxl%2Fimage.png?alt=media&amp;token=0b4d1e21-1dce-4857-b24b-689e5cc85aec" alt=""><figcaption></figcaption></figure>

### Usage

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1\. Use the <mark style="color:red;">/yoxel token</mark> command in channels to get integration tokens. Then use the tokens to configure signal delivery to the channels.\
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2\. Use the <mark style="color:red;">/yoxel search \[text]</mark> command to look up CRM records.\
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3\. Both, the signals and the search command produce cards which you can interact with and get CRM record details through.\
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4\. Use the <mark style="color:red;">/yoxel logout</mark> command to disconnect a CRM account.

### Removing the app

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1\. Log into your Zoom account and navigate to the Zoom App Marketplace.\
2\. Click **Manage > Added Apps**.\
3\. Click on the **Remove** button.