Connecting HubSpot
Connecting HubSpot
1. Navigate to AskElephant
2. Click Settings
3. Click Integrations
4. Click Connect under HubSpot
5. Click Sign in to your HubSpot account
6. Click Connect App
Connecting Slack
Connecting Slack
1. Navigate to AskElephant
2. Click Settings
3. Click Integrations
4. Click Connect under Slack
5. Click Allow
Creating a Slack Channel for AskElephant
Creating a Slack Channel for AskElephant
1. Navigate to Slack
2. Click Create channel
3. Click Next
4. Name your Channel
5. Click Create
6. When told to add people to channel, click Skip for now
7. In the top right corner near the Huddle button, click to view the members of the channel
8. Click Integrations
9. Click Add an App
10. Look up AskElephant and click Add
Enable Beta Features & Explore Workflows
Enable Beta Features & Explore Workflows
1. Navigate to AskElephant
2. Click your name in the bottom left corner
3. Click Beta Features
4. Enable Beta Features (We recommend enabling bot failure notification as well)
5. Click the X in the top right
6. Click the Workflows Beta tab in the sidebar
7. Click Recipes in the top right
8. You can pick the relevant section on the left side and select a workflow that is relevant to you