Overview
During onboarding we’ll connect your first sources, please note any prep required for each. If you don’t see a source below, please let us know (matt@sauce.app) and we'll find a way to connect it.
For some sources, you may need to invite an Admin from your org to connect your datasets.
Source | Outcome | How to connect |
---|---|---|
Capture messages from Slack channels, DMs & forms | Settings > Connect Slack > Add channels | |
Capture feedback from any other service | Settings > Connect Zapier > View doc to create Zaps | |
Capture call notes, emails & more | Settings > Connect Salesforce > Check "Customers" tab to ensure it synced | |
Capture customer & internal emails | Connect Emails > Slack channel > Sauce here (or via Zapier) | |
Hubspot | Capture call notes, emails & more | Settings > Connect Hubspot > Check "Customers" tab to ensure it synced |
CSV | Upload historical feedback | Settings > Upload CSV > Assign "Description" and other columns |
Typeform | Capture survey responses & in-product feedback | Connect Typeform responses > Slack channel > Sauce here (or via Zapier) |
SurveyMonkey | Capture survey responses & in-product feedback | Connect SurveyMoney > Slack channel > Sauce here (or via Zapier) |
Intercom | Capture feedback & support tickets | Connect Intercom tickets > Slack channel > Sauce here (or via Zapier) |
Zendesk | Capture feedback & support tickets | Connect Zendesk tickets > Slack channel > Sauce here (or via Zapier) |
Social media | Capture social media comments | Connect social comments > Slack channel > Sauce here (or via Zapier) |
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