Valuecase

Jan Niklas Wick

Lennart Prange

Learn how to connect Valuecase with your tools using native integrations.

Integrations

Set up the Valuecase <> HubSpot integration to sync Valuecase data to Deals, Companies, Contacts, Tickets and Custom Objects.

Initial setup & configuration of the HubSpot integration

How to use the Valuecase HubSpot Integration

Valuecase's native HubSpot integration allows you to create and update Spaces directly from HubSpot workflows.

HubSpot Workflow Automation

How to link an existing space to a HubSpot deal

How to disconnect Valuecase from my HubSpot account

View and use Valuecase properties in HubSpot

HubSpot Integration

Initial setup & configuration of the Salesforce integration (by SF admin)

Property sync from Valuecase to Salesforce

How to connect and use the Salesforce Integration as a user

Learn about the one-time setup of custom objects to sync Valuecase events to your Salesforce opportunities.

Setting up the Valuecase Activity Feed in Salesforce

Learn how to setup a new Flow in Salesforce and connect it to Valuecase

Setup Salesforce Flows for Valuecase

Salesforce Integration

Let customers access their Valuecase onboarding space directly from your SaaS app, customer portal, or internal platform.

Embed Valuecase Spaces in Your Application

Learn how to activate our Intercom integration

Make your Intercom chat available in Valuecase Spaces

Integrate Valuecase with thousands of apps with Zapier and Make.com

Zapier & Make.com

Valuecase Public API

Build automated workflows and embed Valuecase into your customer experience.

Automation, API & Embedded Experiences

Get activity notifications send directly to your Slack account.

Slack Integration

Get real-time activity notifications send directly to your MS Teams account.

Microsoft Teams Integration

Learn how to install and use our chrome extension

Chrome extension

Get notifications on new activities in Slack and MS Teams

Team Notifications

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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