Connect Salesforce + Hugo

This article will show you how to set up your Salesforce + Hugo integration. To learn more about how the integration works in the Hugo app, click here.

Install the Hugo app on your company Salesforce account:

  • As a Salesforce administrator, visit Hugo in the Salesforce AppExchange.
  • Install Hugo onto your company Salesforce instance.

Each user to enable Salesforce individually, in their Hugo account:

  • Locate the Salesforce card and click enable.

  • Authorize Hugo to access your Salesforce account
  • You can also configure some additional settings on the Salesforce integration page: Enable Auto-sync notes and Hugo will detect if a meeting attendee matches a deal in Salesforce, automatically adding an action to sync your Hugo note to those accounts.

Important: Salesforce Classic customers must check the box "Support Salesforce Classic". If this option is not checked, the integration will not work when you are trying to save a doc.

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