# INTEGRATIONS

- [Salesforce](/integrations/salesforce.md): The Salesforce integration includes a native Salesforce App that gives Salesforce users easy access to SlapFive workflows and content, and Embedded Integrations for synchronizing data.
- [SlapFive Advanced App](/integrations/salesforce/slapfive-advanced-app.md): The section shows you how to install, configure, troubleshoot, and re-install/upgrade the Salesforce App. These steps require Administrator permission.
- [1. Install the SlapFive Advanced Package](/integrations/salesforce/slapfive-advanced-app/1.-install-the-slapfive-advanced-package.md): This step installs the SlapFive Salesforce App managed package named SlapFive Advanced.
- [2. Create a Named Credential](/integrations/salesforce/slapfive-advanced-app/2.-create-a-named-credential.md): In this section, you create a Named Credential record that let's Salesforce access the SlapFive API.
- [Create a Legacy Named Credential](/integrations/salesforce/slapfive-advanced-app/2.-create-a-named-credential/create-a-legacy-named-credential.md): In this step, you create a Named Credential record that let's Salesforce access the SlapFive API.
- [Create a New Named Credential](/integrations/salesforce/slapfive-advanced-app/2.-create-a-named-credential/create-a-new-named-credential.md): In this step, you create a Named Credential record that let's Salesforce access the SlapFive API.
- [3. Configure Custom Settings](/integrations/salesforce/slapfive-advanced-app/3.-configure-custom-settings.md): In this step, you configure the SlapFive Settings to enable or disable the SlapFive buttons and control their behavior.
- [4. Assign Permissions](/integrations/salesforce/slapfive-advanced-app/4.-assign-permissions.md): In this step, you give permission to Users to access the SlapFive Salesforce App components.
- [5. Configure the custom UI component](/integrations/salesforce/slapfive-advanced-app/5.-configure-the-custom-ui-component.md): This step lets you configure the SlapFive Reference Customers and Content custom UI component.
- [6. Assign Page Layouts to Record Types](/integrations/salesforce/slapfive-advanced-app/6.-assign-page-layouts-to-record-types.md): This step ensures that the Page Layouts for the SlapFive Customer Influence and SlapFive Customer Influence Activity custom objects are mapped to the right Record Types.
- [7. Configure data syncing](/integrations/salesforce/slapfive-advanced-app/7.-configure-data-syncing.md): Starting in SlapFive Advanced version 4.4, the app caches SlapFive Company, Member, Board, and Story records in Salesforce to accelerate display of the View lists in the custom UI component.
- [Recommend the best reference customers for a Request](/integrations/salesforce/slapfive-advanced-app/recommend-the-best-reference-customers-for-a-request.md): This section covers how to enable Salesforce users to see recommended reference customers and contacts, and select them when submitting a Request from a Salesforce Opportunity.
- [Upgrade from SlapFive App to SlapFive Advanced App](/integrations/salesforce/slapfive-advanced-app/upgrade-from-slapfive-app-to-slapfive-advanced-app.md): This section tells you how to updgrade from the older SlapFive App to the new SlapFive Advanced App.
- [What version am I on?](/integrations/salesforce/slapfive-advanced-app/what-version-am-i-on.md): This section let's you see what version of the SlapFive Salesforce App you currently have installed.
- [Version History](/integrations/salesforce/slapfive-advanced-app/version-history.md): These are the improvements that have been made in each version of the SlapFive Salesforce App.
- [Troubleshooting](/integrations/salesforce/slapfive-advanced-app/troubleshooting.md): This page shows the error messages generated in different situations where there are errors in the installation and configuration of the SlapFive Advanced Salesforce App v4.1 and higher.
- [Connection Failed - Action failed due to server error](/integrations/salesforce/slapfive-advanced-app/troubleshooting/connection-failed-action-failed-due-to-server-error.md): This page gives you the steps to take when you receive the Connection Failed - Action failed due to server error when trying to connect SlapFive/Workato to Salesforce.
- [Synchronize Data between Salesforce and SlapFive](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive.md): This section covers how you can synchronize data between Salesforce and SlapFive using SlapFive's Embedded Integration.
- [Determine the Salesforce integration user](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/determine-the-salesforce-integration-user.md): This section describes the access permissions required for the Salesforce user that you will use to authenticate to Salesforce.
- [Allow the integration user to update closed Opportunities](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/allow-the-integration-user-to-update-closed-opportunities.md): This section covers how to set up Salesforce so that the SlapFive Revenue Influence Reporting automations can update closed Salesforce Opportunities.
- [Connect to Salesforce](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/connect-to-salesforce.md): This section covers how to establish your Salesforce Connection within SlapFive's Embedded Integration.
- [Select Salesforce objects and fields to synch](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/select-salesforce-objects-and-fields-to-synch.md): This section shows you how to tell Salesforce which objects and fields to monitor for the types of record changes you want synchronized with SlapFive.
- [Test the data synchronization](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/test-the-data-synchronization.md): This section describes how to test the different data synchronization scenarios to make sure the configurations in Salesforce and SlapFive are correct.
- [Salesforce Zaps (Deprecated)](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated.md): The preferred way to synchronize data between Salesforce and SlapFive is with SlapFive's embedded integration services. This section contains instructions for using the SlapFive Zapier integration.
- [SlapFive Request > Salesforce Customer Influence](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-request-greater-than-salesforce-customer-influence.md): Anytime a Request is submitted from a Salesforce Opportunity and is then updated in SlapFive, update the SlapFive Customer Influence object in Salesforce.
- [SlapFive Request Fulfillment Member > Salesforce Customer Influence Activity](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-request-fulfillment-member-greater-than-salesforce-customer-influence-activity.md): When a Fulfillment Member for a Request that was submitted from a Salesforce Opportunity is created or updated, update the SlapFive Customer Influence Activity object in Salesforce.
- [SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-request-fulfillment-board-greater-than-salesforce-customer-influence-activity.md): When a Fulfillment Board for a Request that was submitted from a Salesforce Opportunity is created or updated, update the SlapFive Customer Influence Activity object in Salesforce.
- [SlapFive Content Share > Salesforce Customer Influence](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-content-share-greater-than-salesforce-customer-influence.md): When a SlapFive content asset is shared from a Salesforce Opportunity, write a SlapFive Customer Influence record in Salesforce.
- [SlapFive Content View > Salesforce Customer Influence Activity](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-content-view-greater-than-salesforce-customer-influence-activity.md): When a SlapFive content asset that was shared from a Salesforce Opportunity is then viewed by the recipient, write a SlapFive Customer Influence Activity record in Salesforce.
- [SlapFive Activity > Salesforce Customer Activity](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-activity-greater-than-salesforce-customer-activity.md): When a SlapFive Activity is created or updated, create or update a SlapFive Customer Activity record in Salesforce.
- [Salesforce Account > SlapFive Company](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/salesforce-account-greater-than-slapfive-company.md): This Zap keeps a SlapFive Company up to date when changes are made to a corresponding Salesforce Account.
- [Salesforce Contact > SlapFive Member & Company](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/salesforce-contact-greater-than-slapfive-member-and-company.md): This Zap keeps a SlapFive Member and Company up to date when changes are made to a corresponding Salesforce Contact.
- [SlapFive Member > Salesforce Contact](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-member-greater-than-salesforce-contact.md): This Zap keeps a Salesforce Contact up to date when changes are made to a corresponding SlapFive Member.
- [SlapFive Company > Salesforce Account](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-company-greater-than-salesforce-account.md): This Zap keeps a Salesforce Account up to date when changes are made to a corresponding SlapFive Company.
- [SlapFive Activity > Salesforce Activity](/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-activity-greater-than-salesforce-activity.md): This Zap creates a Salesforce Activity (Event) records on Contact and Account records when a SlapFive Activity record is created.
- [Salesforce Automations](/integrations/salesforce/salesforce-automations.md)
- [Enable nominate Contacts for your program](/integrations/salesforce/salesforce-automations/enable-nominate-contacts-for-your-program.md): Enable a Salesforce user to nominate a Contact by clicking a button on the Contact screen and entering  a short justification. This creates/updates a SlapFive Member and adds to Nomination Campaign.
- [Launch Salesforce Objects from their Object IDs in SlapFive](/integrations/salesforce/salesforce-automations/launch-salesforce-objects-from-their-object-ids-in-slapfive.md): This section covers how to set up SlapFive so that whenever you have a valid Salesforce Opportunity, Account, or Contact ID, you can click to open that record in Salesforce.
- [SlapFive App - Spring 2024 (4.0) and earlier versions](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions.md): The section shows you how to install, configure, troubleshoot, and re-install/upgrade the Salesforce App. These steps require Administrator permission.
- [1. Install the Package](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/1.-install-the-package.md): This step installs the SlapFive Salesforce App managed package.
- [2. Create a Named Credential](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/2.-create-a-named-credential.md): In this step, you create a Named Credential record that let's Salesforce access the SlapFive API.
- [3. Configure Custom Settings](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/3.-configure-custom-settings.md): In this step, you configure the SlapFive Settings to enable or disable the SlapFive buttons and control their behavior.
- [4a. Create a Remote Site](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/4a.-create-a-remote-site.md): In this step, you create a Remote Site so that Salesforce can call SlapFive APIs and open SlapFive URLs.
- [4b. Create a Trusted URL](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/4b.-create-a-trusted-url.md): In this step, you create a Trusted URL so that Salesforce's Content Security Policy (CSP) doesn't block the SlapFive embedded screens.
- [5. Enable My Domain](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/5.-enable-my-domain.md): To use Lightning components, your org needs to have My Domain enabled. Skip this step if it is already enabled.
- [6. Assign Permissions](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/6.-assign-permissions.md): In this step, you give permission to Users to access the SlapFive Salesforce App components.
- [7. Download Identity Provider files](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/7.-download-identity-provider-files.md): In this step, you download the two files that SlapFive needs to enable Salesforce to be the identity provider that authenticates Salesforce users so they can access SlapFive content and features.
- [8. Create & Configure Connected App](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/8.-create-and-configure-connected-app.md): In this step, you create the SlapFive Connected App, which contains many SAML settings that enable Salesforce users to access SlapFive features and content from within Salesforce.
- [9. Configure Embedded Lists](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/9.-configure-embedded-lists.md): This step lets you configure the SlapFive Reference Content and Customers component.
- [10. Assign Page Layouts to Record Types](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/10.-assign-page-layouts-to-record-types.md): This step ensures that the Page Layouts for the SlapFive Customer Influence and SlapFive Customer Influence Activity custom objects are mapped to the right Record Types.
- [11. Customize Labels](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/11.-customize-labels.md): You can customize text labels in the SlapFive Salesforce App to use your preferred terminology. This section shows you where to go to change each text label.
- [12. Salesforce Classic](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/12.-salesforce-classic.md): If your company is using Salesforce Classic, you need to manually add the SlapFive components to the page layouts on which you want them to appear, which is typically the Account and/or Opportunity.
- [Delegate Authentication to Okta](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/delegate-authentication-to-okta.md): Perform this step only if you use Okta to authenticate Salesforce users, rather than having them sign in directly to Salesforce.
- [Generate a New Security Certificate](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/generate-a-new-security-certificate.md)
- [Recommend the best reference customers for a Request](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/recommend-the-best-reference-customers-for-a-request.md): This section covers how to enable Salesforce users to see and select from recommended reference customers when submitting a Request from a Salesforce Opportunity.
- [Troubleshooting](/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/troubleshooting.md): This page shows the error messages generated in different situations where there are errors in the installation and configuration of the SlapFive Salesforce App v 4.0 and earlier.
- [Airtable](/integrations/airtable.md)
- [Connect to Airtable](/integrations/airtable/connect-to-airtable.md): This section covers how to establish your Airtable Connection within SlapFive's Embedded Integration.
- [ChurnZero](/integrations/churnzero.md): This section shows you how to connect to ChurnZero.
- [Connect to ChurnZero](/integrations/churnzero/connect-to-churnzero.md): This section covers how to establish your ChurnZero Connection within SlapFive's Embedded Integration.
- [Eloqua](/integrations/eloqua.md): This section describes SlapFive's integration points with Eloqua. If your desired integration point is not listed, let your CSM know as it is highly likely it can be accomplished.
- [Connect to Eloqua](/integrations/eloqua/connect-to-eloqua.md): This section covers how to establish your Eloqua Connection within SlapFive's Embedded Integration.
- [Customer Referrals](/integrations/eloqua/customer-referrals.md): With this integration, Customer Referrals captured in Eloqua forms create Activities, Referral Tracking, and Revenue Influence in SlapFive.
- [Eloqua Form Submissions](/integrations/eloqua/eloqua-form-submissions.md): This section describes how to integrate Eloqua form submissions so they update any SlapFive objects.
- [G2](/integrations/g2.md)
- [Connect to G2](/integrations/g2/connect-to-g2.md): This section covers how to establish your G2 Connection within SlapFive's Embedded Integration.
- [Gainsight CC (Insided)](/integrations/gainsight-cc-insided.md)
- [Connect to Gainsight CC (Insided)](/integrations/gainsight-cc-insided/connect-to-gainsight-cc-insided.md): This section covers how to establish your Gainsight CC Connection within SlapFive's Embedded Integration.
- [Gainsight CS](/integrations/gainsight-cs.md): This section describes some of the integration scenarios and automated workflows with the Gainsight Customer Success platform.
- [Connect to Gainsight CS](/integrations/gainsight-cs/connect-to-gainsight-cs.md): This section covers how to establish your Gainsight CS Connection within SlapFive's Embedded Integration.
- [Trigger an automated workflow from Gainsight health score changes](/integrations/gainsight-cs/trigger-an-automated-workflow-from-gainsight-health-score-changes.md): This section covers how to trigger an automated workflow based on changes to customer health scores or other data in Gainsight, rather than user actions.
- [Trigger an automated workflow from Gainsight](/integrations/gainsight-cs/trigger-an-automated-workflow-from-gainsight.md): This section covers how to set up Gainsight to trigger an automated workflow from an action a Gainsight user has taken.
- [Gong](/integrations/gong.md): This section describes how to connect with Gong so you can use the SlapFive AI Agent that listens for signals from call recordings and initiates workflows based on those signals.
- [Connect to Gong](/integrations/gong/connect-to-gong.md): This section covers how to establish your Gong Connection within SlapFive's Embedded Integration.
- [Determine which calls to analyze](/integrations/gong/determine-which-calls-to-analyze.md): This section covers how to determine which Gong calls we should analyze for discovering signals.
- [Google](/integrations/google.md)
- [Connect to Gmail](/integrations/google/connect-to-gmail.md): This section covers how to establish your Gmail Connection within SlapFive's Embedded Integration so you can send emails from Gmail.
- [Gradual](/integrations/gradual.md)
- [Connect to Gradual](/integrations/gradual/connect-to-gradual.md): This section covers how to establish your Gradual Connection within SlapFive's Embedded Integration.
- [Configure Trigger Events in Gradual](/integrations/gradual/configure-trigger-events-in-gradual.md): This section covers how to set up a Webhook in Gradual for triggering automation workflows.
- [Higher Logic Vanilla](/integrations/higher-logic-vanilla.md)
- [Connect to Higher Logic Vanilla](/integrations/higher-logic-vanilla/connect-to-higher-logic-vanilla.md): This section covers how to establish your Higher Logic Vanilla Connection within SlapFive's Embedded Integration.
- [Embed SlapFive video player in a Vanilla post](/integrations/higher-logic-vanilla/embed-slapfive-video-player-in-a-vanilla-post.md): This section covers how to embed a SlapFive video into a post in your Higher Logic Vanilla community.
- [Highspot](/integrations/highspot.md): SlapFive's Highspot integration allows you to post SlapFive Boards and Stories to Highspot.
- [Connect to Highspot](/integrations/highspot/connect-to-highspot.md): This section covers how to establish your Highspot Connection within SlapFive's Embedded Integration.
- [Map SlapFive to Highspot](/integrations/highspot/map-slapfive-to-highspot.md): This section covers how to determine the fields to send to Highspot, and the source of those fields, including the SlapFive Board and Story fields to map to Highspot Items.
- [HubSpot](/integrations/hubspot.md): This section describes the integration and automation scenarios that SlapFive provides with HubSpot.
- [Connect to HubSpot](/integrations/hubspot/connect-to-hubspot.md): This section covers how to establish your HubSpot Connection within SlapFive's Embedded Integration.
- [HubSpot Triggers & Actions](/integrations/hubspot/hubspot-triggers-and-actions.md): This section covers what HubSpot events can trigger an interation or workflow, and what actions can happen in HubSpot triggered by SlapFive and other apps.
- [Influitive](/integrations/influitive.md)
- [Connect to Influitive](/integrations/influitive/connect-to-influitive.md): This section covers how to establish your Influitive Connection within SlapFive's Embedded Integration.
- [Marketo](/integrations/marketo.md)
- [Connect to Marketo](/integrations/marketo/connect-to-marketo.md): This section covers how to establish your Marketo Connection within SlapFive's Embedded Integration.
- [Microsoft](/integrations/microsoft.md)
- [Forms](/integrations/microsoft/forms.md)
- [Set up Microsoft Forms automation](/integrations/microsoft/forms/set-up-microsoft-forms-automation.md): This section covers how to set up automation so that a Microsoft Forms submission triggers a SlapFive workflow.
- [Outlook (Microsoft 365)](/integrations/microsoft/outlook-microsoft-365.md)
- [Connect to Outlook](/integrations/microsoft/outlook-microsoft-365/connect-to-outlook.md): This section shows how to set up a secure Outlook connection so automated workflows can send emails from standard addresses such as references@company.com or advocacy@company.com.
- [Sharepoint](/integrations/microsoft/sharepoint.md)
- [Connect to Sharepoint](/integrations/microsoft/sharepoint/connect-to-sharepoint.md): This section covers how to establish your Sharepoiint Connection within SlapFive's Embedded Integration.
- [Reachdesk](/integrations/reachdesk.md)
- [Connect to Reachdesk](/integrations/reachdesk/connect-to-reachdesk.md): This section covers how to establish your Reachdesk Connection within SlapFive's Embedded Integration.
- [Send a Gift in Reachdesk](/integrations/reachdesk/send-a-gift-in-reachdesk.md): This section covers the automation for sending a gift in Reachdesk.
- [Seismic](/integrations/seismic.md): SlapFive's Seismic integration allows you to post SlapFive content assets along with metadata to Seismic's content library so that sales reps can search and share with prospects.
- [Overview of Seismic integration](/integrations/seismic/overview-of-seismic-integration.md): This section provides an overview of SlapFive's integration with Seismic.
- [Connect to Seismic](/integrations/seismic/connect-to-seismic.md): This section covers how to establish your Seismic Connection within SlapFive's Embedded Integration.
- [Set up the Seismic integration](/integrations/seismic/set-up-the-seismic-integration.md): This section covers the set up steps for SlapFive's integration with Seismic.
- [Slack](/integrations/slack.md): This section describes how SlapFive integrates with Slack. The most common use case is for SlapFive to send notification messages to Slack users.
- [Connect to Slack](/integrations/slack/connect-to-slack.md): This section covers how to establish your Slack Connection within SlapFive's Embedded Integration.
- [Install and Connect to Workbot for Slack](/integrations/slack/install-and-connect-to-workbot-for-slack.md): This section covers how to install and establish your Workbot for Slack Connection within SlapFive's Embedded Integration.
- [Post a message to a Slack Channel or User](/integrations/slack/post-a-message-to-a-slack-channel-or-user.md): When setting up SlapFive automated workflows, you can have messages sent to users on Slack.
- [TrustRadius](/integrations/trustradius.md)
- [Connect to TrustRadius](/integrations/trustradius/connect-to-trustradius.md): This section covers how to establish your TrustRadius Connection within SlapFive's Embedded Integration.
- [Typeform](/integrations/typeform.md): SlapFive uses Workato, our embedded integration server, to provide integration with Typeform. For example, a Typeform form completion can create/update a SlapFive Member.
- [1. Create an application in Typeform](/integrations/typeform/1.-create-an-application-in-typeform.md): In this step, you use the "Register a new app" function in Typeform to create an app for Workato.
- [2. Connect to Typeform](/integrations/typeform/2.-connect-to-typeform.md): This section covers how to establish your Typeform Connection within SlapFive's Embedded Integration.
- [3. Map your Typeform form fields to SlapFive](/integrations/typeform/3.-map-your-typeform-form-fields-to-slapfive.md): In this step, you map the fields in your Typeform form to their corresponding objects and fields in SlapFive.
- [UserEvidence](/integrations/userevidence.md)
- [Connect to UserEvidence](/integrations/userevidence/connect-to-userevidence.md): This section covers how to establish your UserEvidence Connection within SlapFive's Embedded Integration.
- [Bring UserEvidence Survey Responses and Assets into SlapFive](/integrations/userevidence/bring-userevidence-survey-responses-and-assets-into-slapfive.md): This section covers how SlapFive integrates with UserEvidence survey responses and content assets.
- [Wrike](/integrations/wrike.md)
- [Connect to Wrike](/integrations/wrike/connect-to-wrike.md): This section covers how to establish your Wrike Connection within SlapFive's Embedded Integration.