Finding the right prospects and clients to reach out to can be tricky; that's why Groove allows you to import people into Flows in multiple ways.
Note: Everyone you add to a Flow must already be a contact or lead in Salesforce.
In this article we'll explain:
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Adding Contacts and Leads Directly From Your Flow
While creating the Flow:
Add People Tab
Anytime after the Flow has been created:
Once you've clicked 'Add People' you'll notice the different options you have for importing your clients.
Search
This option is great for quickly adding someone to a Flow.
Simply search for the email, name, phone number, company, or title of the person/people you're looking to add to your Flow.
Advanced Search
This is one of the most flexible and powerful ways to add contacts and leads to your Flows.
Advanced Search allows you to search by various filter criteria, so that you can pinpoint the exact people that you want added to the Flow. Additionally, based on the object you choose, you can associate each person you import to a related object, which will be used to relate the logged activities to, and can also be used for Related Object Merge fields.
You can also save your Advanced Search, to reuse it later or to have people automatically added to your Flows.
Salesforce List View
You can use any Salesforce List View you've created to import people to your flow:
Salesforce Report
You can use any Salesforce report that you have access to, in order to import people to your flow:
This is especially powerful if there is a report in Salesforce that continually gets updated with more contacts or leads that you want to contact.
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Adding from your Accounts Page
If you're reviewing the accounts that you've been reaching out to, you can add people to flows directly from this page:
Click on an Account name
Select the people you'd like to add to a flow
Select 'Add to Flow' and choose the flow you'd like to import them to
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Adding from your People Page
If you're reviewing the people that you've been reaching out to, you can add people to flows directly from this page as well:
Select the people you'd like to add to a flow
Click 'Actions' at the top right
Select 'Add to Flow' and choose the flow you'd like to import them to
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See Related:
Learn how to add people to your Flows directly from Gmail and Salesforce
Add people via a CSV file