Groove Flows

Engaging personally with your customers at scale

Phill Legnitto avatar Sanket Karamchandani avatar Sanika Lakka avatar +4
35 articles in this collection
Written by Phill Legnitto, Sanket Karamchandani, Sanika Lakka and 4 others
Getting started with Flows - Flow Creation and Managing People

Creating Your First Flow

The how-to guide for creating Flows
Taylor Burrows avatar
Written by Taylor Burrows
Updated over a week ago

Adding People to Flows From Groove

There are many ways to add people to your Flows; choose the one that works best for you!
Taylor Burrows avatar
Written by Taylor Burrows
Updated over a week ago

Adding People to Flows From Gmail and Salesforce

Easily add people from the places you already work
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Adding Contacts and Leads From a CSV File

Import a CSV of Salesforce Leads and Contacts
Aamir Peeran avatar
Written by Aamir Peeran
Updated over a week ago

Direct Import

Automate the process of creating contacts (or leads) in Salesforce
Aamir Peeran avatar
Written by Aamir Peeran
Updated over a week ago

Automatically Import People to Your Flows

Groove makes it easy to automatically import contacts/leads directly into a flow!
Jan Jajalla avatar
Written by Jan Jajalla
Updated over a week ago

Pause All Your Flows When You Go On Vacation

Learn how to adjust Groove Flow settings to pause all of your Flows until the day you're back from vacation:
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Pause People in a Flow

Learn how to automatically pause someone in a Groove Flow in response to "out of office replies" or other relevant responses.
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Removing People From Flows

All the ways to remove people from your Flows
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

People Tab: Managing the People in Your Flow

Move people to a different step, check who opened your emails, and much more!
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Keep Your Content Organized in Groove Using Labels

Use labels to keep your Flows and Templates organized
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago
Additional Flow Info for Admins and Team Leads

Master Flows

Learn how to master Groove's Master Flows so you can send consistent messaging with a personal touch.
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated today

Global Automated Actions

Learn how to apply Groove's powerful Automated Actions to all of the Flows within your organization.
Sanika Lakka avatar
Written by Sanika Lakka
Updated over a week ago

Flows Custom Tagging

Tag your activities in Salesforce from Groove Flows
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Assign Flow Recipients

Instantly connect the right reps to the right contacts and leads
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Flow Safety Setting

Ensure your organization's best practices are enforced
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Flow Import Rules (Beta)

Learn how to adjust which records can be imported into a flow using Flow Import Rules.
Taylor Burrows avatar
Written by Taylor Burrows
Updated over a week ago

Flow Pausing Settings

Learn to pause Groove Flow settings automatically in responses to your customers’ Out of Office schedules and Holiday calendars.
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Understanding Email Bounces and Avoiding Spam Filters

Learn what goes into bounced emails and how spam is identified
Aamir Peeran avatar
Written by Aamir Peeran
Updated over a week ago

People Step Stats

A guide for the metrics in Flows people step stats
Phill Legnitto avatar
Written by Phill Legnitto
Updated over a week ago

Enhanced ROI Reporting

Use Salesforce Campaigns combined with Groove Flows to supercharge your reporting
Aamir Peeran avatar
Written by Aamir Peeran
Updated over a week ago