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 Person to Flow Node, there are a few configurable options.

Which Flow do you want to add the prospect to?

In the Which Flow do you want to add the prospect to? section, you need to select the Flow where you want to add the Lead or Contact. There are two options available:

Specific Flow

With this option, you will select a specific Flow from a dropdown list of Master Flows synced from Clari Groove.

If you have recently added or updated your Flows and they don't appear in the dropdown, click 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.

Flow ID from a Variable

The Flow ID from a Variable option lets you dynamically reference a Flow ID stored in a variable. This ID corresponds directly to the Flow's identifier in Clari Groove. The Flow ID must be stored in a variable or field located upstream in your graph. For instance, if you want to match specific Campaigns to particular Flows, you can create these mappings in a Data Table and set a Flow ID variable in this node to add the Lead/Contact to the correct Flow.

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.