Contents:
- Overview
- Connecting a Hubilo organizer account to Slack Workspace & Salesforce Sales Hub
- Enabling Slack notifications for your Hubilo events
- 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.
- If you already have permission, Click on 'Connect'.
- 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’.
- 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-Webinar Nudges:
Real time notifications when a lead/contact registers for your webinar:
A summary of registrations 24 hours before the webinar begins:
Post-Webinar nudges:
A summary of all your leads and contacts who attended the webinar (within 30 minutes after your webinar ends):
A summary of all the no-shows who couldn’t attend the webinar (within 30 minutes after your webinar ends):
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