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Yes!  You can use an automated action with the “On Import” trigger to an action when a Contact or Lead is enrolled (i.e., added or imported) into a Groove Flow.  

 

For this particular use case, you could pair the “On Import” trigger with the “Update a Salesforce Field” action, which tells Groove to update whatever Salesforce field you’ve selected to the value you’ve selected when a Contact is imported into a Flow. 

 

 

This image shows an automated action to update the Lead tStatus] field to “Open - Not Contacted” when a Lead is imported into a Flow.  If you also wanted this automated action to apply to Contacts, you would want to create a second automated action that updates the Contact iStatus] field.  

 

Depending on the use case for this automated action, there are a couple of different ways you can build out it out to give it the necessary scope.

 

  • At the individual Flow level: If you only want this automated action to apply to a single Flow, you can add this automated action in the ‘Settings’ tab of that Flow. 
  • At the Collection level: If your team wants this automated action to apply to all of the Flows that are saved in a single Collection, you can add this automated action to the Collection.  More information on Flow Collections can be found in this guide
  • At the Global Level: If your team wants this automated action to apply to all of the Flows in your organization, a Groove admin can add build this as a Global Automated Action from Manage My Org > Automated Actions.   More information on Global Automated Actions can be found in this guide

 

With this automated action setup, the resulting field value changes should show up in Salesforce near-immediately after a Contact or Lead is imported into a Flow via any Flow import method (e.g., manual import from the Groove web app, auto-import, the ‘Add to Flow’ button in Salesforce).  

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