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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
2. Create Email Templates in Salesforce using those Gem-E fields
3. Create Sales Engagement Cadence(s) using those Email Templates
4. Assign SFDC permission to the Admin/User setting up Automated Actions
5. Create Automated Action(s) to automatically enroll Gem-E records

Additional Resources‍

• UserGems & Sales Engagement Configuration with Gem-E Messaging