Slack+Salesforce Integration Introduction and Setup

Contents:

  1. Overview
  2. Connecting a Hubilo organizer account to Slack Workspace & Salesforce Sales Hub
  3. Enabling Slack notifications for your Hubilo events
  4. Viewing Hubilo Event Notifications in Slack

Overview

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. Your Sales representatives will have high-quality, actionable data about your webinar registrations, engagement, and attendance in Hubilo for effective lead and contact engagement.

This feature is currently available for Webinar+ (Hubilo webinars) for all plans.

 

Prerequisites

Hubilo:

  • Access to organizer dashboard (any plan)

Slack:

  • A Slack workspace.
  • Permission to install apps. 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. 


Note: We recommend you select 'Install for Everyone' option(if prompted for) during Hubilo app approval request for your Workspace.

 

Salesforce:

  • A Salesforce account with permissions to add leads and install apps.

Connecting a Hubilo organizer account to Slack Workspace

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.

Steps for installing Slack + Salesforce Integration:

Step 1: Log in to your Hubilo account. Click on the "Integrations" Tab at the top.

Step 2: Find the Slack+Salesforce Integration Card under the Integrations Tab. Alternatively, you can search for the keyword ‘Slack’ in the search box. Click Connect.

After clicking Connect, a side menu will open up:

To connect, you need permission to install apps on your Slack workspace.

  1. If you already have permission, Click on 'Connect'. 
  2. Do you need permission? Get your Slack workspace admin's approval to install the app. Click here to know how. Once you have the required permissions, come back and click ‘Connect’.
  3. If you’re unable to request your workspace admin for approval, you will need to ask your workspace owner for help. Click here to know how to find the owners of your Slack workspace. Once you have the required permissions, come back and click ‘Connect’.

Note: 

  • Not sure if you have the necessary permissions? Go ahead and try connecting. During authentication, you will be able to see the permissions you have.
  • The Hubilo app will be installed on your organization's Slack workspace automatically for everyone. 

Step 3: Click ‘Connect’ and then click on ‘New authentication’ and give your connection a name. Continue to login with your Slack account and click on the Allow button to grant necessary permissions and to establish the connection. Click Next.

Step 4: Connect your Salesforce account:

  • By selecting an already connected account from the dropdown menu (applicable if you’ve previously connected Salesforce integration).
  • By clicking on ‘New authentication’, naming your connection, and authenticating your Salesforce account. 

After successfully installing the app and obtaining all the necessary permissions, a "Successfully Connected" status is displayed.

Note:

  • Please ensure that the Salesforce account connected with this integration is the same account connected to your Salesforce integration. 
  • Slack notifications will be enabled for all your webinars by default, you can disable them by going to the Webinar -> Integrations -> Connected Apps.

Your sales reps (lead/contact owners) will now start receiving below Slack nudges when their leads or contacts register for the event:

 

Pre-Event Summary:

For a timely pre-event summary of leads registered for an event, the following actions are implemented during the below stages:

 

When Hubilo receives a registration (from any source):

1. Check is done to see if the registrant is already present in Salesforce as a Contact or Lead.

2. A direct message (DM) to the respective Lead/Contact Owner, providing the details of the registrant.

3. The message format will vary depending on whether the registrant is a lead or contact.

 

24 hours before the webinar start date and time:

1. Retrieval of all the registrations for the webinar is done.

2. Verification in Salesforce is done to see if these registrations exist as Contacts or Leads.

3. A summary of all registered leads and contacts are sent separately to their respective owners via Slack DM.

 

A timely pre-event summaries of registered leads and contacts are provided to the relevant owners, facilitating effective communication and preparation for the event.

 

The following information is sent through DM for Leads pulled from Salesforce:

  1. Session/Webinar Name: Hubilo session/webinar name
  2. Type: Lead
  3. Name: First name + Last name from Salesforce
  4. Email: email@sample.com
  5. Company: company name from Salesforce
  6. Designation: designation(title) from salesforce - CMO/Marketing Specialist/Senior SDR/etc.
  7. Lead Status: lead status from Salesforce - Assigned/Working/Qualified/etc.

 

The following information is sent through DM for Contacts pulled from Salesforce:

  1. Session/Webinar Name: Hubilo session/webinar name
  2. Type: Contact
  3. Name: First name + Last name from Salesforce
  4. Email: email@sample.com
  5. Company: company name from Salesforce
  6. Designation: designation(title) from salesforce - CMO/Marketing Specialist/Senior SDR/etc.
  7. Opportunity Stage: As is from Salesforce
  8. Opportunity Amount: Prefix: currency from opportunity currency field, value

            from amount field. Sample: $ 10,000

Post Event Summary:

To provide a meaningful summary of leads and contacts' activities for faster follow-ups and reconnecting with those who couldn't attend the webinar, the following actions are implemented once the session ends:

  •  Lead and contact owner data is retrieved from Salesforce for attendees and non-attendees.
  • Compiled summary of activities performed during the session, including relevant data points from Salesforce.
  • A summary is sent to the respective lead/contact owners.
  • Two separate summaries are sent: one for attendees and another for non-attendees.
  • The summary is sent within 15 minutes after the session ends.

By these actions, sales representatives receive timely and comprehensive summaries of lead and contact activities, enabling them to follow up quickly and connect with those who couldn't attend the webinar.

The following information is sent through DM for Leads pulled from Salesforce:

  1. Session/Webinar Name: Hubilo session/webinar name
  2. Type: Lead/Contact
  3. Name: First name + Last name from Salesforce
  4. Email: email@sample.com
  5. Company: company name from Salesforce
  6. Designation: designation(title) from salesforce - CMO/Marketing Specialist/Senior SDR/etc.
  7. Lead Status: lead status from Salesforce - Assigned/Working/Qualified/etc.
  8.  Lead Stage:

 

The following information is sent through DM for Contacts pulled from Salesforce:

  1. Webinar/Session Name:
  2. Name:
  3. Email:
  4. Company:
  5. Designation
  6. Type: Contact
  7. Opportunity Name:
  8. Opportunity Stage:
  9. Opportunity Amount:

 

The below activity data is shared for both Leads and Contacts:

  1. Polls answered: poll questions, and answer selected
  2. Hubilo lead score: 90 (Live lead score)
  3. Hubilo lead level: (live lead level)
  4. Raised hand: (number of times raised hand)
  5. Asked question: (question(s) posted in Q&A section)
  6. Clicked on conversion prompt CTA: (conversion prompts clicked - total number, along with conversion prompt URL of all clicked CTAs)
  7. Session Watch time (in minutes): 35/60 (minutes watched rounded off to nearest integer / total duration of the session)