Updated 4 July 2024
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.
Note: You can integrate Salesforce with your existing PSOhub account or integrate with Salesforce as you create your PSOhub account. This article will cover both scenarios.
Integrate Salesforce with your existing PSOhub Account
Navigate to the Settings (click on the Gear icon in the main menu) of PSOhub:
Go to Marketplace & Integrations. Here, under Customer relationship management (CRM) and in the Salesforce tile, click Connect.
The following message box will appear, click Proceed.
The Salesforce page will open, prompting you to log in:
Once you are connected you will be brought back to PSOhub where you will see that the Salesforce tile now displays Disconnect.
Note: PSOhub comes with example data of contact, company, projects and invoices 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 Salesforce opportunity.
Next steps:
Integrate with Salesforce as you create your PSOhub Account
To create your account, navigate to https://www.psohubapp.com/
To start your 30-day trial, click the link "Click here"
In the next screen you can enter your email address and click START YOUR FREE TRIAL, and integrate with Salesforce at a later time (see section above).
Or, in the signup with section, click on Salesforce and integrate with Salesforce at the same time as you create your account:
The Salesforce page will open, prompting you to log in:
Once this is done, the following screen will appear; go ahead and complete it to finalize the creation of your account.
Note: PSOhub comes with example data of contact, company, projects and invoices 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 Salesforce opportunity.
Next steps: