Groove's integration with Microsoft Outlook allows you track when your prospects open your emails, log your activity to Salesforce automatically, and view/edit Salesforce records directly from your inbox, among other helpful tools.
Note: If your team is transitioning from using G-Suite to Microsoft 365, please reach out to your CSM before setting up Groove in Outlook, so that our team can help with migrating your Groove accounts.
Requirements for using Groove in Microsoft Outlook
Your Salesforce admin must first install Groove's Managed Package
You must have a Microsoft 365 account, a Salesforce account, and (at least) a Groove Core License
Supported Microsoft Outlook Versions
Microsoft Office 365
Supported Microsoft Outlook Clients
Windows Users:
Outlook desktop application (Outlook 2013 and above)
Outlook web client on Google Chrome
Outlook web client on Microsoft Edge
2. Mac Users:
Outlook desktop application
Outlook web client on Google Chrome
Outlook web client on Microsoft Edge
How to Install the Clari Groove for Microsoft 365
Clari recommends that your Admin install the Clari Groove for Microsoft 365 Outlook add-in via the Microsoft 365 admin center, rather than manually installing the app on your own computers. Using the Admin Install method ensures Microsoft delivers Groove's full suite of features, providing a consistent experience for all of your org's users.
The Clari Groove for Microsoft 365 Outlook add-in should be thoughtfully installed for users who specifically use the add-in within their email inbox and have an active Groove Core license. To do this more easily, an Admin can deploy the add-in to user groups, rather than adding specific users.
Please confirm in Microsoft’s requirements documentation that your company’s licenses and machine requirements are met.
An admin can follow these steps to deploy the Clari Groove add-in to your users either for the first time or to replace individual installs:
From the Microsoft 365 admin center, go to Settings > Integrated apps.
On the top of the Integrated apps page, choose Add-ins.
Click Deploy Add-in > Next and select Choose from the store. Search for “Clari Groove” and click Add.
Under Assign Users, select Specific users/groups and choose your desired groups or individual users. You may also choose to initially deploy the add-in to a small set of business stakeholders before deploying to your selected user base.
Choose your Deployment method. It's recommended to select Optional, which automatically deploys the add-in but allows the user to remove it if their needs change, without involving IT.
Go through the next steps and click Save.
You can find more information, along with screenshots, about this process in Microsoft’s documentation.
Note: It can take up to 24 hours for the add-in to be visible in the user’s Outlook client.
Setting Up your Groove account
In the top nav, click Apps > Groove (it should be available so long as you completed the "add apps" steps above).
In the Desktop App:
Click the Groove icon in the top nav.
2. After the above steps for either web or desktop app, you should see Groove open on the right side of your screen. Click Get Started, and sign in with your work email address.
3. Then, you'll get a prompt to Sign into Salesforce to connect your Salesforce account to Groove.
4. Recommended: Enable Email Open tracking, and Link Click tracking:
With Email Open tracking, you'll get notified every time someone opens one of your emails
With Link Click, tracking, you'll get notified every time someone clicks on a link in your emails
5. Recommended: Auto-log all emails. With this enabled, Groove will automatically log all inbound and outbound emails to Salesforce, and relate them appropriately to the correct lead, contact, account, and/or opportunity. This also includes any emails you are sending from other devices such as your mobile phone!
6. Recommended: Auto-log all calendar events (in Beta). With this enabled, Groove will automatically log all your meetings related to Salesforce contacts/leads for you, and relate them appropriately to the correct lead, contact, account, and/or opportunity.
7. Always remember toSend with Groove Your Groove add-in is now set up and connected properly to Salesforce; read the next article in the Getting Started (below) series to get the most out of your Groove. Don't forget - if you're on Windows, you can open and use the add-in on both Outlook web, and the Outlook desktop application. If you prefer to use that, feel free to jump there now while you check out the rest of the user guides.
It's possible that your organization may have Outlook signatures set up at the server level, meaning that your signature will be appended to any email sent from any platform (Outlook on your computer, your phone, and even Groove). In contrast to the server level, signatures may be set up at the client level, which means you will have to configure your signature in each method of email sending before they populate for that respective method. You will have to add your signature in your Groove settings for them to populate in Flow emails.
Note: Adding your signature in the Groove signature settings will apply to Flow emails only. If you aren't sure if your company's signatures are set up at the server level, reach out to your company's apps admin or IT team.
