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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.

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Prerequisites

An active Zoom account (free or paid).

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Salesforce

  • Yoxel Workspace Sync package (version 2.124 or higher) is installed. See instructionsarrow-up-right.

  • 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.

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SugarCRM

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

  • Configure API Platform 'yoxel':

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Hubspot CRM

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

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Adding the app

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

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:

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

4. Next, go back to your CRM to configure desired workflow signals. Follow these instructions: Configuring Salesforce Flow signalsarrow-up-right, Configuring Hubspot Workflow signalsarrow-up-right, Configuring SugarCRM Web Logic Hooksarrow-up-right 5. Once the workflow signals are configured you'll start getting the following notification cards in your channels:

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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.

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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.

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