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Workflow Signals
Workflow Signals
  • Getting started with Yoxel Signals for Google Workspace
  • Getting started with Yoxel Signals for MS Teams
  • Getting started with Yoxel Signals for Slack
  • Configuring Salesforce Flow signals
  • Configuring Hubspot Workflow signals
  • Configuring SugarCRM Web Logic Hooks
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  • Prerequisites
  • Adding the app
  • Usage
  • Removing the app

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Getting started with Yoxel Signals for Zoom

Last updated 5 months ago

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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


An active Zoom account (free or paid).

Salesforce

  • Yoxel Workspace Sync package (version 2.124 or higher) is installed. .

  • 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.

SugarCRM

  • You (SugarCRM admin) have access to Web Logic Hooks:

  • Configure API Platform 'yoxel':

Hubspot CRM

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

Adding the app


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:

Copy the token as you'll need to use it when configuring Salesforce Flow.

Usage


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

Removing the app


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

Review steps 1-4 from

1. Ask your Zoom admin to install Yoxel Signals. It can be found in . 2. The app will show the following Welcome message in its direct channel. You can always get this information with the '/yoxel help' command.

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

Getting started with Yoxel Sync
Zoom App Marketplace
Configuring Salesforce Flow signals
Configuring Hubspot Workflow signals
Configuring SugarCRM Web Logic Hooks
See instructions