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Adding People to Groove Flows From Gmail and Salesforce

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4/22/2024, 8:03 PM
4/22/2024, 8:03 PM
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Adding People to Groove Flows From Gmail and Salesforce

 

In this article, we will explain: 

 

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Adding From the Gmail Omnibar

 

To add someone to a Flow from Gmail, do the following:

 

  • Open an email in Gmail.

  • Open the Omnibar and Select the Flows Icon (see below). 

  • Click Add to Flow.

     

     

    Screenshot 2023-12-20 at 12.06.39 PM.png

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    Adding From Salesforce

     

    You can add any contact or lead whose page you are on in Salesforce:

     

    Lightning:

     

    Screenshot 2023-12-20 at 12.07.39 PM.png

     

    Salesforce Classic:

     

    Screenshot 2023-12-20 at 12.08.05 PM.png

     

    You can also add multiple people to a Flow from a Salesforce List View:

     

    1. Go into a list view in Salesforce. The list of recently viewed contacts is below, but you can add people from any list of Contacts or Leads. 

    2. Check the people (contacts or leads) you'd like to add. 

    3. Click the Groove drop-down. The number of checked people should appear in the drop-down. 

    4. Click "Add to Flow." 

       

     

    Screenshot 2023-12-20 at 12.09.13 PM.png

     

Adding People to Groove Flows From Gmail and Salesforce
Adding-People-to-Flows-From-Gmail-and-Salesforce

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