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)

  1. Login to Hugo and visit Settings > Apps
  2. Scroll down to Salesforce and click 'Enable Salesforce'.
  3. Click 'Authorize' when Salesforce asks you to give Hugo permissions.
  4. 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 👌

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