This integration enables the team to sync Hugo notes to Salesforce objects and create tasks in Salesforce from your meeting notes.
Connecting Salesforce to Hugo:
Setting up your Salesforce integration (Step-by-step instructions)
- Login to Hugo and visit Settings > Apps
- Scroll down to Salesforce and click 'Enable Salesforce'.
- Click 'Authorize' when Salesforce asks you to give Hugo permissions.
- When returned to Hugo, non-Lighting customers must check the box "Use the Notes & Attachments field".
You will now see 'Sync with Salesforce' available in your note editor 👌