![]() ![]() Once you have the required permissions, come back and click ‘Connect’. Click here to know how to find the owners of your Slack workspace. If you’re unable to request your workspace admin for approval, you will need to ask your workspace owner for help.Do you need permission ? Get your Slack workspace admin's approval to install the app.If you already have permission, Click on 'Connect'.To connect, you need permission to install apps on your Slack workspace. Click Connect.Īfter clicking Connect, a side menu will open up: Alternatively, you can search for the keyword ‘Slack’ in the search box. Step 2: Find the Slack+Salesforce Integration Card under the Integrations Tab. Click on the " Integrations" Tab at the top. ![]() Steps for installing Slack + Salesforce Integration: Note: Before beginning the Slack + Salesforce integration process, we recommend logging into your Slack Workspace as well as your Salesforce account to avoid having to do so later in the setup process. A Salesforce account with permissions to add leads and install apps.Ĭonnecting a Hubilo organizer account to Slack Workspace.Note: We recommend you select 'Install for Everyone' option(if prompted for) during Hubilo app approval request for your Workspace. If you do not have these permissions yourself, please refer to this article for instructions on how to submit an app approval request to a Workspace Owner who does. Access to organizer dashboard (any plan).This feature is currently available for Webinar+ (Hubilo webinars) for all plans. ![]() Your Sales representatives will have high-quality, actionable data about your webinar registrations, engagement, and attendance in Hubilo for effective lead and contact engagement. The Slack + Salesforce Integration (we call it the Sales Nudger) allows you to send real-time notifications and post-webinar notes to notify Lead and Contact Owners.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |