Who can do this?
Notes
Since Groove sits on top of Salesforce, there are no syncing settings or field mappings to worry about. All records updated within Groove/Salesforce are also updated in the other tool simultaneously.
(1) First, let’s build our flow(s) that we will enroll UserGems leads/contacts into
Important consideration: It is a Groove best practice to have different Flows/input reports for Leads and Contacts
![](https://cdn.prod.website-files.com/621ffb9987a4890ced10ab9b/66c8b54bd32754452af41a10_667b95b47435f085fe8468fd_Screenshot%25202024-06-25%2520at%252010.14.17%25E2%2580%25AFPM.png)
Resource: UserGems Recommended Playbooks
(2) There are 6 ways to add a lead or contact to a flow
- Manual:
- Button on contact (via Groove plugin)
- List views (via Groove plugin)
- CSV upload (within Groove)
- Automated:
- Report Import (recommended if you don’t have LeanData)
- Saved Search (utilizes “saved” searches that you have conducted within Groove - based on filters)
- LeanData
(3) Here, we will focus on the 'Report Import' option
- Once you have your flow created, simply navigate to it and find the “Automated Actions” tab
- Select Import via: “Salesforce Report:
- Locate the folder/report that you would like to use for sending contacts to this Flow
![](https://cdn.prod.website-files.com/621ffb9987a4890ced10ab9b/66c8b54bd32754452af41a04_667b975f18b9e3d673b6dc62_Screenshot%25202024-06-25%2520at%252010.21.32%25E2%2580%25AFPM.png)
![](https://cdn.prod.website-files.com/621ffb9987a4890ced10ab9b/667b4b3c62549b3c5b6dce27_AD_4nXdPeMEEeaZ3BG26oRNMwe-qHh079jKxSxGfYu11dLNPbcJCmqHUWu-EtsPzRMCAYbcsFP00HSIXPHfRWg6CFr0D2nz0qh7kmJVZxrL4BjUCoyY1CRl_dcFHK5VeB2Hsa3N8yIB0d8NX7Cm52fywCHd_yLlF.png)
- Now, every 3 hours, any new entries to the report will automatically be added to this flow!
Additional Considerations
- Configure your reports/flows so that any given prospect only enrolls in one UG flow at a time
- Can utilize "Import Rules" along with field updates/actions to prevent this
- Be mindful of who will be the "sender" for a given flow. Adding user lookup or owner fields to the source report will allow you to dynamically set the "sender" based on who the prospect is.