Contents:
- Overview
- Setting up LeanData-Groove Integration
- Authorization Steps
- Configure Groove Add to Flow Node in Lead / Contact Router
- Monitoring and Troubleshooting
Overview
Joint users of LeanData and Clari Groove can orchestrate relevant engagements at exactly the right time. With simple one-time set up steps and drag-and-drop nodes, revenue teams can instantly route, assign, and segment records to the right rep using LeanData and then import those orchestrated records into Clari Groove Flows all in one place.
Prerequisites
- Joint Customer of LeanData and Groove.
- LeanData Orchestration Advanced or Premium Package.
Setting up LeanData-Groove Integration
Authorization Steps
- From the LeanData App, navigate to Integrations > Routing Tab > Sales Engagement section.
- On the Clari Groove tile, click Get Started
- Click Authorize on the right side of the page
- Sign in with your Clari Groove login credentials. The user authorizing this integration must be a Clari Groove admin with at view access to all Master Flows you plan to manage through this integration.
- When prompted, click Allow to allow LeanData access to your users and Flows.
Configure Groove Add to Flow Node in Lead / Contact Router
Once the above steps have been completed, you can utilize the Clari Groove Add to Flow Node from either Lead or Contact Router.
This node can be found in the Node Bar > Integrations > Sales Engagement > Clari Groove > Add to Flow
Within the Add to Flow Node, there are a few configurable options.
Flow Assignment
Within the Flow Assignment section you will want to select the Flow you wish to add the Lead or Contact to. If you have recently added or updated your Flows and they do not appear in the dropdown, use the circular refresh icon to sync your Flows.
Please note: LeanData will only be able to access Master Flows that the user who authorized the integration has access to. Individual Flows will not appear in this dropdown.
Assignee for Flow
In the Assignee for Flow section, you will select the user who should be associated with the Clari Groove Flow. You can choose the Lead/Contact Owner, an alternate user field on the Lead/Contact, or a specific user from your list of users.
All automated emails for that flow will be sent from the selected assignee.
Advanced Settings
Under Advanced Settings, there are a number of fallback edges you can utilize:
- Next Node: This option allows the record to proceed to another node in the Router graph after the record has been added to the Flow. This can include things like sending a notification or updating a field on the record.
- No User in Field: This option will allow you to direct next actions if there is no user in the Variable field selected in the Assignee for Flow section above.
- Configuration Error: This will allow you to direct the next actions in the case of an error.
- Queue Owner: This will allow you to direct the next actions in case the intended assignee is a queue.
Monitoring and Troubleshooting
Audit Logs
Clari Groove Add to Flow actions are included in LeanData Audit Logs:
For additional questions please contact LeanData Support.