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

Automatically save submitted onboarding answers to linked HubSpot properties, and reuse the same answers in Valuecase Properties.

HubSpot: push form answers into HubSpot properties

View and use Valuecase properties in HubSpot

How to link an existing space to a HubSpot deal

How to disconnect Valuecase from my HubSpot account

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

Connect Google Drive and choose between a live file and a copy stored in Valuecase.

Add Google Drive files to Valuecase

Connect Pipedrive, link new or existing Spaces to CRM records, and view Valuecase engagement and Action Plan progress in Pipedrive.

Connect and use the Pipedrive integration

Other integrations

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

Receive Valuecase activity notifications in Slack, choose your activity filters and reply to comments.

Slack Integration

Connect Microsoft Teams to Valuecase and choose which activity notifications you receive.

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

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