Using LeadIQ with Groove

Being able to export from LeadIQ right into Salesforce and Groove Flow is a useful workflow to save you time and effort by automating the enrollment process for you.

Note: To connect to Groove, you must first integrate your LeadIQ account with Salesforce. To learn more about the Salesforce integration, go here.

Setting Up the Groove Integration

1. Connect LeadIQ and Groove

First, you must connect your Groove account to the LeadIQ web app. You can do this by following the instructions below.

1. Select Settings
2. Under My Settings, select Integrations 
3. Select the green Connect button located in the widget with the Groove logo

2. Sync from LeadIQ's Prospecting Hub Chrome extension

You can enroll all your Verified leads to Groove Flow at the moment of capture by enabling the Groove integration in the Chrome extension settings.

1. Go to Settings
2. Check the Groove box
3. Return to the main page within the Chrome extension

3. Select a Groove Flow

The last step in setting up the integration, is selecting a Groove Flow that you wish to enroll leads in.

1. Select the text box to the right of Groove Flow
2. Either select a Recent Flow or use the search bar
3. If you can't find the flow you are looking for, select Refresh

Using the Groove Integration

Capture Verified Leads

The Groove integration is built into the Prospecting Hub's standard capture workflow. Simply select the capture button for each lead you wish to enroll in the selected Groove flow. The data will be captured to Salesforce and then will immediately enroll leads into the flow. 

Confirm Enrollment

You will know that a lead has been enrolled in the Groove Flow because "Capture Successful" will be listed under that lead's profile in the extension. If you hover over the Groove logo, a message that says Exported to Groove flow successfully will also pop up.

Note that the Groove logo will never have a checkmark, regardless of whether or not a lead was enrolled. 

View Leads in Groove

To view the leads you exported from LeadIQ into Groove, simply follow these steps: 

1. Go to Flows
2. Select the flow you wish to look at
3. Select the People Tab

Here, you will be able to view all the leads you enrolled into the flow from LeadIQ.

If you have any questions about integrations, you can reach out to the LeadiQ Support Team by clicking Submit a Request at the top right of this page.