Groove
How to integrate Champify with Groove
This is how we will ensure that context from Champify records is visible directly in Groove, and make it possible for Groove to automatically queue Champify leads in the proper sequence. This also ensures that contacts who leave their assigned account are automatically removed from active sequences.
We recommend the cadence/sequence/flow has a manual Step 1 so that reps can add personalization to the note including context on the prior relationship to boost response rates.
How to make Champify fields visible in Groove
- Here is the Groove Documentation for setting this up.
Which fields to make visible
- Is a Champify
- Previous Relationship
- Past Account
- LinkedIn URL (if not already mapped)
(Optional) How to auto-import Champify leads into specific Groove flows
- LeanData also has a pre-built node that makes this easy!
(Optional) Remove any outdated records from Groove
- Champify will flag a custom boolean
No Longer at Companyfor both outdated contacts and outdated leads
- You can use Groove Global Automated Actions to auto-remove when certain conditions are met
Did this answer your question?
😞
😐
🤩
Last updated on October 25, 2023