Sales Intelligence Software Resources

Hi Nathan - Great question. One great way to surface all of the meetings scheduled with Groove’s scheduler in a Salesforce report, would be using the fields “Is Created By Groove” and “Subject”, on an Task and Event report. The field “Is created by Groove” will surface all activities and events that are synced using Groove, while using the “Subject” field can act as an identifier for finding the specific meeting name that the scheduler is using for scheduling your activities. It's also worth mentioning that if these students happen to be in a Groove flow when the meeting is scheduled, this will count towards the Groove analytic, "Meetings Booked", which is surfaced under the Flows tab in our Analytics page.

Based on my experience, each time you leverage the scheduler it pulls from real time calendar availability. At this point, I don't know of an auto run scheduler which will pull it each week. Each time you will manually have to add your slots of free time.

Hi Paul, Autoklose has basic Salesforce integration (Premium Salesforce API key is required) and our Tech team is looking to add different syncs over the next month. In the meantime, we do provide PieSync and Zapier integrations, which you can use for integrating your Salesforce account. If you have any more questions, don't hesitate to initiate a live chat with one of our support reps.