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What is it?

While UserGems and Salesforce's Sales Engagement don't integrate directly, UserGems does directly integrate with Salesforce, which Sales Engagement sits on top of. The UserGems <> Salesforce/Sales Engagement integration enables:

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

How it works

1. Create Gem-E fields in Salesforce

• Create custom fields on the Salesforce Contact or Lead object (ddepending on whether you will be enrolling Leads or Contacts into Sales Engagement Cadences) for UserGems to write the emails written by Gem-E
• Skip adding these fields on the page layout so it doesn't crowd the page (unless you want reps to see them)

2. Create a Sales Engagement Cadence using the above variables


3. Create an Automated Action to automatically enroll Gem-E records

Please refer to Salesforce's help documentation on creating Automated Actions.