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.

Looking for our Groove Configuration Guide? Check it out here.‍‍

How it works

1. Create Custom Fields in Salesforce to use in Groove
2. Add a Workflow Action to update CRM Fields
3. Create Flow(s) using Custom Variable Fields
4. Enroll UserGems Leads/Contacts in Flow(s) via Report Import
5. Activate Flow(s) 🚀

Additional Resources

• UserGems & Groove Configuration with Gem-E Messaging