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
Installing the Groove add-in
You can install Groove for Outlook from within the web client or the desktop client. Once it is installed from either client, it is not necessary to install it on the other, it will automatically show up in both! Additionally, we recommend using Google Chrome as the Groove web-application is optimized for Google Chrome.
3. Search Clari Groove. Click on the card (see below), then click Add.
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 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.
