Add People to Groove Flows from Salesforce Reports

This feature allows you to add contacts or leads to Groove Flows directly within Salesforce reports, right from Groove's Chrome Extension.

Use Cases

• A sales rep can pull a report of accounts in the territory they are prospecting, then use the extension to select specific personas at these accounts and add them into a prospecting Flow without leaving the report.

• An account manager can pull a report of their accounts with upcoming renewals, and bulk add their contacts at those account into a Flow to initiate renewal discussions.

• An account executive can pull a report of buying committee members that haven't been contacted at their accounts with open opportunities, and import them into highly targeted flows to multi-thread their deal.

How To Add People to Flows from Salesforce Reports

As long as you installed and connected the Groove Chrome Extension, this feature works with any Salesforce Reports containing person records.

Add people to flows from any report in Salesforce that has Contact or Lead records. 

1. Click the Add All to Flow button at the top of the report to open a selectable list of people.

2. From this panel you can keep all people selected, or click Deselect All and customize which specific people you would like to add to your Flow. Whether that be multiple people or a single person.

3. You can use the search bar to narrow the results and select multiple people by clicking ‘Select All (filtered).’

4. Find your Flow and click Add to import the selected people into that Flow.

5. If there are any errors that prevented any person in the selected list from being imported to the Flow, that will be displayed in the Omnibar. You can click Download CSV to see more details of who failed to import along with the failure reason. Learn how to configure Import Block Rules for a Flow.

Other Ways to Add People to Flows

Read these articles for more ways to add people to Flows:

• You can add people to Flows from Groove
• from the Omnidialer
• Or, from the People Page