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What is it?

While UserGems and Groove don't integrate directly, UserGems does directly integrate with Salesforce, which Groove sits on top of (e.g. all records updated within Salesforce are also updated in Groove). The UserGems <> Salesforce/Groove integration enables:

1. The sync of Contacts/Leads and Accounts between UserGems and Salesforce.
2. UserGems to automatically add Contacts directly to the right Flow to reduce the manual work for your reps and ensure timely followup.

Steps

1. Create Custom Fields in Salesforce to use in Groove

Create a custom field on the Lead and/or Contact objects in Salesforce for 'UG - Past Company'. If you're using Gem-E messaging, you'll also need to create custom fields for AI Subjects and AI Email Content generated by Gem-E to input as variables into flows.

To do this:

1. Within Salesforce, click the gear icon in the top right and choose "Setup"
2. From Setup, choose "Object Manager" and then search for the "Lead" or "Contact" object, depending on your setup
3. Click to "Fields & Relationships"
4. Click "New" and add new custom fields
   • Data Type: Text
   • Field label/name: UG - Past Company
   • Field length: 255
   • Make the field visible to all profiles
   • (Optional) Skip adding the Subject and Email Body fields to the page layout to avoid crowding the page
   • Save
5. Repeat the above for the fields listed in the table below
   
   • Note: It's important to create all Subject fields listed below, though you will notice that some are not referenced in the table in Step 3 below.

Send the UserGems Team the API names of the fields you created

Search 'Gem-E' within the Fields & Relationships tab of the Lead or Contact object where you added the new fields. The API names of the fields appear here. Provide the API names to your UserGems CSE.

If you used the exact naming conventions in the table above, your list of fields should look like the below:

Gem_E_Subject_1__c

Gem_E_Subject_2__c

Gem_E_Subject_3__c

Gem_E_Subject_4__c

Gem_E_Subject_5__c

Gem_E_Subject_6__c

Gem_E_Subject_7__c

Gem_E_Email_Body_1__c

Gem_E_Email_Body_2__c

Gem_E_Email_Body_3__c

Gem_E_Email_Body_4_c

Gem_E_Email_Body_5__c

Gem_E_Email_Body_6__c

Gem_E_Email_Body_7__c

2. Add a Workflow Action to update CRM Fields

For campaigns/flows where you want to use Gem-E messaging, add a workflow action to Update CRM Fields.

1. In UserGems, navigate to Workflows and add a new workflow or edit an existing one.
2. In the Update CRM Fields action, select the object you’re updating (either contacts or leads, depending on how you’ve configured UserGems to create new records).
   
3. Add all 14 fields/properties under the CRM field section. (You can add more fields by clicking "+ Add Field.")
   
4. For each field row, select New Value = "Dynamic".
   
5. Map each CRM field to the dynamic Gem-E value by clicking the Label dropdown.
   

Your final setup should look something like this:

If everything looks correct, save the Workflow.

3. Create Groove Flow(s) Using Custom Variable Fields

Now, create a new Groove Flow using the custom variables created in Step 1 that will dynamically populate with Gem-E messaging when a prospect enters the flow.

It is a Groove best practice to have different Flows/input reports for Leads and Contacts

Example flow structures are included below:

IMPORTANT: Avoid using fully automated emails written with Gem-E through Groove - it doesn't support HTML for text formatting in automated email steps, so emails need to be thoroughly reviewed before sending to make sure they're properly spaced and formatted.

Co-pilot (High Touch) template for past champions:

‍
‍Co-pilot (High Touch) template for everyone besides past champions:

‍
‍Autopilot (low touch)  template:

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4. Enroll UserGems Leads/Contacts in Flow(s) via Report Import

There are several ways to add a lead or contact to a Flow in Groove (see this article). We'll focus on the 'Report Import' option in the below instructions.

1. Once you have your flow created, simply navigate to it and find the “Automated Actions” tab
2. Select Import via: Salesforce Report
3. Locate the folder/report that you would like to use for sending contacts to this Flow
4. Now, every 3 hours, any new entries to the report will automatically be added to this flow!

Resource: UserGems Recommended Playbooks

5. Activate your Flow(s)!

After adding the custom UserGems variables and making any additional (optional) customizations to your flow(s), you're ready to activate them!

Additional Considerations

• Configure your reports/flows so that any given prospect only enrolls in one flow at a time
  • Can utilize "Import Rules" along with field updates/actions
• 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.