Groove Flows allow you to import leads and contacts based on a CSV lookup file. This means you upload a CSV file that contains a list of Salesforce records.

In this article, we will cover:

__________________________________________________________________

Format of Your CSV File

  1. Your CSV file must have either a column containing the respective Salesforce IDs of the related records (contact, lead, account, opportunity or any custom object that has a child relationship to the contact object) or a column with the email address of the respective lead/contact you want to lookup in Salesforce and add to your Flow.

  2. The first row is ignored as we assume this row contains the column headers. There is no special format for the column header as Groove will detect the right column by analyzing your data.

  3. The format of the CSV file should be UTF-8. Details on how to convert/save your CSV as UTF-8 can be found here.

__________________________________________________________________

Process for Importing via CSV

Follow these steps in order to import contacts and leads via CSV Lookup

  1. In the Flow details page click on "Add People"

  2. In the "Add people via..." screen open the tab CSV Lookup

  3. Upload a CSV file that either contains at least one column containing Salesforce IDs of leads/contacts/accounts/opportunities or a column containing email addresses

  4. Groove then scans the file and detects columns that contain email addresses or Salesforce IDs. It will then suggest a lookup column.

  5. Pick one of the suggested lookup columns

  6. Click the button Search. Groove will then find all records in Salesforce that match your selection of lookup column and Salesforce object.

  7. In the search result select the contacts/leads you want to add to your Flow.

__________________________________________________________________

Adding Contacts/Leads That Don't Exist in Salesforce

Since everything you do in a Flow is tracked back to Salesforce, the contacts/leads you are adding must exist in Salesforce. If they do not exist, you can utilize Direct Import to create those people as Contacts or Leads before importing.

Direct Import automates the process of creating contacts (or leads) in Salesforce for Groove users so that they are able to act upon them in Groove and log activities to them. The only way for Groove users to have their activities sync is if they have those contacts (or leads) exist in Salesforce.

Please reach out to your dedicated Groove Manager to get this feature enabled and learn more here.

Did this answer your question?