Sales ops ·

WealthEngine eliminates activity logging errors and achieves 100% team adoption with Groove's native Salesforce integration

The problem

WealthEngine's sales team was losing activity data because email replies from Gmail and calendar events outside SalesLoft cadences were never logged to Salesforce, and contacts were split across two systems making cohesive campaigns and duplicate management difficult.

First attempt

SalesLoft's integration with Salesforce failed to reliably sync data — merging contracts in Salesforce caused SalesLoft to lose the updated contact and produce errors, and changes made in Salesforce were not reflected in SalesLoft.

Workflow diagram · grounded in source
1
Gmail activity or calendar event
trigger
“email replies to a rep's Gmail weren't getting into Salesforce. Similarly, SalesLoft wasn't able to capture any calendar events that weren't created through one of its cadences”
2
Native Salesforce integration syncs data
integration
“Groove also solved the issues that WealthEngine had with data not being synced properly between SalesLoft and Salesforce, which resulted in some contacts existing in one system but not the other. With contacts split across two systems, i…”
3
All activities captured in Salesforce
output
“it's really important that we're capturing all the activities to make sure that everyone is doing their outreach, renewals, or prospecting”
Reported outcome

Groove's native Salesforce integration dramatically reduced activity logging errors and achieved 100% adoption across WealthEngine's BDR, AE, and Renewal teams.

Reported metrics
Team adoption100%
Activity logging errorsgone down dramatically
Reported stack
GrooveSalesforceSalesLoftGmail
Source
https://www.clari.com/resources/customer-stories/wealthengine/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Groove's native Salesforce integration dramatically reduced activity logging errors and achieved 100% adoption across WealthEngine's BDR, AE, and Renewal teams.

What tools did this team use?

Groove, Salesforce, SalesLoft, Gmail.

What results were reported?

Team adoption: 100%; Activity logging errors: gone down dramatically (source-reported, not independently verified).

What failed first in this deployment?

SalesLoft's integration with Salesforce failed to reliably sync data — merging contracts in Salesforce caused SalesLoft to lose the updated contact and produce errors, and changes made in Salesforce were not reflected…

How is this sales ops AI workflow structured?

Gmail activity or calendar event → Native Salesforce integration syncs data → All activities captured in Salesforce.

Related sales ops cases