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Engaging personally with your customers at scale

Engaging personally with your customers at scale

Add structure to your customer outreach with Flows

Thomas Wolfe avatar Sanket Karamchandani avatar Alex Kerschhofer avatar
16 articles in this collection
Written by Thomas Wolfe, Sanket Karamchandani, and Alex Kerschhofer

Doing a mail merge with Groove

Easily send tracked emails to multiple people at once
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Creating and executing your first Flow

The how to guide for creating and executing Flows
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Get notified when Flow tasks are due

Never forget to complete a task again
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Automated Actions: your personal assistant within Flows

Remove manual tasks from your life so that you can focus on what's important -- your prospects and clients.
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago

Flow FAQs

The most frequently asked questions we get surrounding Flows
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated this week

Template FAQs

Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Sharing Templates with your Team

Collaborate on what you're writing and saying to prospects to get the best results
Sanket Karamchandani avatar
Written by Sanket Karamchandani
Updated over a week ago
Managing the People in your Flows

Adding people to Flows from Groove

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

Adding people from Gmail and Salesforce

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

Adding people from a CSV file

Import a CSV of Salesforce Leads and Contacts
Alex Kerschhofer avatar
Written by Alex Kerschhofer
Updated over a week ago

Automatically import people to your Flows

Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Moving people in and between Flows

Learn how to change which step and Flow a person is in
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Removing people from your Flows

Learn how to remove people from your Flows
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago
Sharing Flows

Sharing Flows with teammates

Learn how to share your Flows with your team and individuals
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago

Using/accessing a Flow that was shared with you

Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago
Additional Features

Creating a Fully Automated Flow for new Leads

Automatically send all new leads an email
Thomas Wolfe avatar
Written by Thomas Wolfe
Updated over a week ago