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.

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': Image Placeholder

Hubspot CRM

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

Adding the app


1. Ask your Google Workscape admin to add the Yoxel app to spaces to which you want signals to be delivered.

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Look for Yoxel [App]:
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You will see the following intro message in the space:

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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,...):


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

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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:

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