The integration with Salesforce can be done at any given time; it can be done if you already have an existing PSOhub account or if whilst you are creating your PSOhub account.


Note: As of 2021 the minimum Salesforce edition necessary to integrate with PSOhub is the Professional Edition with API access enabled. Please contact your Salesforce representative for more details.

1.Integrate Salesforce with your existing PSOhub Account:

Navigate to the Settings of PSOhub and go to Integrations. You will find here the four CRM solutions with which PSOhub can integrate.

In the Salesforce tile, click Connect. The following pop-up window will appear, click Proceed.

From here you will be asked to select the Salesforce account to which you will connect this PSOhub account.

Once you are connected you can create a project in PSOhub and relate it to a Salesforce opportunity.

2.Integrate with Salesforce whilst you create your PSOhub Account:

Navigate to https://www.psohubapp.com/


And click No Account? Sign up

To Integrate PSOhub with Salesforce:

  • Select the second option by clicking on Sign up with Salesforce.

Complete all the fields to setup your PSOhub account and once the steps are completed, your account will be linked automatically to the integration Salesforce.

Once you are logged in PSOHub, you will land on the Journey page which is designed differently as per Access Level. Feel free to complete your journey first.

Note that PSOhub comes with example data of contact, company, projects and invoice to get you familiar with them prior to creating your own. If you wish to get started right away, you can already create a project from a Sales Force opportunity.

You can also begin with setting up your organization in PSOhub.

Did this answer your question?