Getting started with Yoxel Signals for Google Workspace
Last updated
Last updated
Yoxel Signals connects Salesforce Flow with your workspace messaging apps: Google Workspace, Microsoft Teams, Webex, Zoom, giving your CRM admins control over the configuration of data signals.
Yoxel Workspace Sync package (version 2.124 or higher) is installed. See instructions.
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.
Review steps 1-4 from Getting started with Yoxel Sync
You (SugarCRM admin) have access to Web Logic Hooks:
Configure API Platform 'yoxel':
You (Hubspot admin) have access to Automation/Workflows:
1. Ask your Google Workscape admin to add the Yoxel app to spaces to which you want signals to be delivered.
Look for Yoxel [App]:
You will see the following intro message in the space:
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 (Salesforce, Hubspot, SugarCRM,...):
Copy the token as you'll need to use it when configuring Salesforce Flow.
3. Next, go back to your CRM to configure desired workflow signals. Follow these instructions: Configuring Salesforce Flow signals, Configuring Hubspot Workflow signals, Configuring SugarCRM Web Logic Hooks 4. Once the Flow signals are configured you'll start getting the following notification cards in your spaces:
