Estimated Read Time: 5 minutes

Overview

Integrations connect AskElephant to tools like HubSpot, Salesforce, and Slack. Most problems follow predictable patterns and are easy to fix.

Key Terms

Workspace Integration: Set up by your owner (applies to everyone)
Personal Integration: Set up by you (only for you)
Agent: The tool powered by an integration. Toggle it on to use it.
Permissions: What AskElephant can do (read, write, create)

Two Types of Integration

Workspace-level (Your Name → Integrations):

Set up once by your owner
Available to everyone

Personal level (Your Name → Preferences → Connected Accounts):

Each person sets up their own

The Problem: Integration Not Working

Step 1: Check both are connected if applicable.

Your Name → Integrations (should show connected)
Your Name → Preferences → Connected Accounts (should show connected)

Step 2: Toggle on the agent in chat

Click the Tools icon (bottom left)
Toggle ON the agent you need
Do this for every new chat

Step 3: Test it

Ask it a simple question
If it says "no access," check permissions (see below)
If it says data doesn't exist, check the other service directly

Step 4: Check permissions

For HubSpot/Salesforce: Contact your CRM admin. Make sure AskElephant has Read and Write permission.
For Slack: Add AskElephant to the specific channel you're using

Step 5: Reconnect if stuck

Your Name → Preferences → Connected Accounts
Disconnect and wait 30 seconds
Reconnect and test again

Workflow + Integration Issues

Data isn't updating in HubSpot/Salesforce:

Check Workflow History for errors
Verify you have Write permission
Verify the record exists in the CRM
Verify all required fields are filled

Slack isn't sending messages:

Make sure AskElephant is added to that channel
Go to channel → Details → Integrations → Add AskElephant

Workflow fails at integration step:

Check Workflow History for the error
Most common: wrong permissions or data doesn't exist

Quick Fixes by Tool

HubSpot: Can't update data?

Contact your HubSpot admin to grant Write permission to AskElephant

Salesforce: "Invalid_client_id" error?

Disconnect (Preferences → Connected Accounts), wait 60 seconds, reconnect

Slack: Can't send to channels?

Add AskElephant to the channel (Channel Details → Integrations → Add AskElephant)

Calendar: Won't connect?

Disconnect and reconnect (Your Name → Preferences)

When to Contact Support

You've checked both integration levels, toggled on the agent, and verified permissions.

Email: support@askelephant.ai or reach out via support chat.

Include:

Which integration
What you're trying to do
The exact error message
Confirmation both integration levels are connected

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

click the chat button in the bottom right corner of your screen,
email us at support@askelephant.ai
or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.

Integrations