Yoxel Signals connects Salesforce Flow with your workspace messaging apps: MS Teams, Slack, Google Workspace, Webex, 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.
  • 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

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


1. Ask your Slack admin to Install our Pebbles app from the web page:

2. Pebbles will show the following welcome message in its app channel:

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3. Go to a channel where you want to bring workflow signals and type the '/threads token' command:

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4. А CRM login popup window will show. Please choose your CRM and login.
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5. After a successful login Pebbles will provide an integration token, specific to the current channel.
Store the token and use it in your CRM workflow setup.
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6. Depending on your CRM follow these instructions to setup your workflow signals:



7.  Once your workflow signals are configured you'll start getting the following notification cards in your channels:

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