Background

Salesforce Integration

Deep integration at every turn allows you to work as efficiently as possible

Salesforce Integration

In sales, time is money. Save time and close more deals with deeply integrated Salesforce features. Trim flipping between browser tabs and logging info from your to-do list while still keeping your Salesforce records up-to-date.

Side Bar Screenshot
View Salesforce Records

Always have the account info you need — right alongside your email. View and update opportunities and cases, and even create new leads, contacts, and accounts right from the Groove sidebar.

Configurable View

Every team works differently. Customize which Salesforce fields and objects display in the Groove sidebar for each time within your sales organization.

Two-way Salesforce Integration

Keep your Salesforce records current without leaving your Gmail account. Quickly update records and log call notes right from the Groove sidebar.

Always have the right info at your fingertips with Groove Sidebar.
Email Sync
Email Sync

With Groove, automatically logs your reps' inbound and outbound emails in Salesforce so each account is always up-to-date. Choose whether to let reps decide which emails to sync, or push all emails to Salesforce in real time.

Tasks
Tasks

Stay on top of your to-do list by creating and completing Salesforce tasks right from your Gmail account. No more time wasted switching tabs and making manual updates.

Calendar Sync
Calendar Sync

Make sure all of your reps' meetings (yes, including custom fields) are logged in Salesforce with Groove's calendar sync. Similar to email, decide whether to push all meetings to Salesforce or to let your reps choose which meetings to sync.