Product Q&A

Clari Align integrates seamlessly with your Salesforce environment pushing engagements from buyers and sellers to your opportunities, mapping fields in your workspaces to fields on your Salesforce opportunity objects, and pushing the status of a plan in a workspace to a custom field. Align Activity to SFDC Task ActivityClari Align offers a powerful tool for gaining insights into buyer signals through Workspaces. Sales reps and leaders can easily access Workspaces through the Insights Panel in Clari Opportunities. Teams can use Workspace activity to track buyer signals, monitor adoption by sellers, and analyze seller activity.Select Activities to Track: Choose the activities you want to track from both Buyers and Sellers. Enable CRM Activity: Toggle the "Enable CRM Activity" switch on or off to enable or disable the flow of selected activities that push to your Salesforce opportunities.Align Workspace activities will now appear in Salesforce opportunities as completed tasks with the dat

Hi there!It looks there isn’t a automated action/option to keep a contact within a Flow & most will be removed if the contact replies/has an autoreply. This might be a intended function for some efforts, but it impacts others who need the contacts to remain in each action of the flow, regardless of if they reply or not.Is there a way around this? 

Hi team, Please advise on following API request to query data into datalake/ power biIs there an API for us to get CRM score, historical score and top factor analysis  I also want to get the deal insight section generated by AI. Is there an API to do so?  The objective is that, we’ll consolidate all these opportunity insight into a power BI dashboard for ease of monitoring

List of Flow Exit ReasonsWhen a participant is removed from a Groove Flow before they complete it for any reason, Groove logs the exit reason to empower your team with data on exactly how they are being removed.  Participants can have the following exit reasons:AUTOMATED_ACTION AUTO_REMOVE_AFTER_BOUNCE AUTO_REMOVE_AFTER_REPLY FLOW_IS_ARCHIVED INACTIVE_USER LOGGED_CALL_ADDED_TO_NEW_FLOW LOGGED_CALL_AND_REMOVED MANUAL_USER_REMOVAL Where the Flow Exit Reasons SurfaceThis data is surfaced in a couple of different places.  The first is the People Tab of the Flow, specifically in the “Exited” section of the last Flow step that the participant completed before they were removed. The second is the Groove “Removed from Flow Reason” field (API Name: Groove_Removed_From_Flow_Reason__c) on the Salesforce Contact or Lead record for the Flow participant.  These fields show the reason why that Contact or Lead was removed from the most recent Flow they were imported into.  This field will return to nu

Hello!How can I change my role from Forecast Manager to Viewer so I can see forecasts e.g. of someone from Sales team?Thanks! 

What is Churn ARR Forecast's CRM Value in the week-by-week Churn ARR Forecast Panel?

My company uses Clari Groove and I have signed up for university but cannot access any of the courses in the suggested learning path. Can someone please advise?

Recently, all my meeting descriptions I’ve created within Groove Scheduler are coming through wonky in Google Calendar. There’s weird spacing and I have to edit within Google calendar each time. I’ve cleared all formatting within the Scheduler but still it comes through Google calendar weirdly spaced out. What am I missing here?

I’m logged into Clari but I can’t find/access any trainings in University. I’m looking for admin training - if I go to course catalog it says “there’s nothing here.” If I try to visit the first link on the Clari admin training path (fundamentals) it takes me to a page that says I don’t have access. My team members are having the same problem.

If you click into a flow and then go to the people tab it lets you “Download a csv” but only the first 100 contacts are listed. There needs to be a way to export all the people in a flow or at least be able to scroll through the 100 and download them one at a time.  I’m trying to compare what emails got matched into a flow and what emails are still in my legacy mailer but I can’t export to excel to cross check. 

Within Clari Studio Field Configuration we would like to add SFDC Account fields directly to the Opportunity module in Clari.  This would prevent us from having to create additional Opportunity fields (formulas) just to bring Account data into the Opportunity module.  A use case would be adding an Account custom field we have which tells whether the Account is from the Global 2,000 list. Thank you

Hello! I’m fairly new to Groove and I’m trying to organize my meeting links in the Scheduler. I’d like for the different types of meetings to flow in a certain order but can’t figure out how to do so. It doesn’t seem to follow an alphabetic or numeric order. Example: Ideally I’d like the meeting in 1-4 order 

Deals are starred at the level of the individual user experience. While you cannot see another user’s starred deals, some customers add a checkbox to the opportunity object called “Forecast In” or “Path” to identify which deals they consider in their path to their forecasted number.  To implement this, the lift isn't super heavy or too technical. You simply need to educate your teams on the field, and enforce usage of the field. Admins can set this up in Clari by following the (high level) steps below:1. Create a checkbox field on the opportunity object in Salesforce. We've seen customers name it things like Forecast In, In the Path, Key Deal, or even Starred. 2. Add the checkbox field to the following layouts and modules using your Field Config module in Clari Studios:The Opportunity Grid layout (tip: put the field with pretty high priority in your field ordering to ensure that reps can clearly see it without having to scroll) The Opportunity Filterable layout (for filtering capabilit

I am trying to add a field from Salesforce into Clari. The message I am getting after it has been added: "Extract not enabled", is this something that we need to do in Salesforce? How can this be enabled? When I go into Field Configurations I get the following message: “To get started with Capture please reach out to your Clari representative.Debug: 0973bf6404b3e13982cbf5ff7635dfe7”Thank you in advance for any help you can provide!

In this guide, you’ll learn to use Clari Copilot’s REST APIs to access and manage your call data. You’ll also learn how to upload externally recorded calls, such as those from Zoom or Twilio, into Copilot for transcription and analysis. Copilot APIs allow you to:  Search for and download calls, users, and CRM-related data like opportunities and accounts Upload call recordings captured outside Clari (e.g. from Twilio or Zoom) Access rich analytics, like transcripts, talk-time metrics, and summarize.  For Copilot’s API Reference & Sample Code, click here. About Copilot REST APIsClari Copilot provides a REST API. REST, short for Representational State Transfer, is a set of rules for building APIs that work over the web using simple URLs — like how you visit websites in your browser.A REST API lets you: GET information: e.g., “Give me all the calls from last week” POST new data: e.g., “Here’s a new call we recorded on Zoom” PUT or PATCH to update something DELETE to remove da

Hi there, Is it possible to fetch calls by contact using the GET /calls or another endpoint? Best regards,Jaap

Hi Team, I would like access to the Clari Admin Certification Training. Thanks!

Hi,I cannot access the Clari certification course. I did register with the clari university. My email is nbaheti@paloaltonetworks.comThanks

Can I get a download Summary included in the call data ? it will help a lot in my work and save time.Is there an option to connect Salesforce CRM where I can get summary and call data automatically populated in CRM to send a BD note via outlook.

Groove determines whether an email is bounced or not by scanning users’ emails for nay bounce codes returned by email providers, such as Gmail or Microsoft.  Groove’s bounce detection logic is used to fire any “On Bounce” automated actions that teams have configured at the Flow-, Collection-, or Global-level in their organization.  For teams using Groove’s bounce code feature, Groove’s bounce detection logic is also used to write email bounce data to the Salesforce Task that corresponds with the outbound email that bounced.  Groove’s bounce detection logic does not consider automatic replies, like out-of-office responses, as email bounces.  If your team has the Out of Office Detection feature enabled for your team, Groove will automatically pause Flow participants in their Flow whenever an automatic reply is detected.   

By default, Groove writes key engagement data back to fields on the Contact, Lead, and Task objects.  More information on this data can be found in this guide.  For more granular reporting, we recommend that admins install the Groove Insights unamanaged package in Salesforce.  The Groove Insights package gives you access to additional fields, prebuilt reporting templates, and dashboards in the “Groove Insights” folder.  Key reporting topics include flows, calls, meetings booked, opportunities created, and bounce codes.  All of the prebuilt dashboards and reports can be customized for specific organizational needs The Groove Insights package also contains the fields used in Groove’s bounce code feature, which enables teams to report on email bounces and their reasons from within Salesforce.  

Configuring a User’s Call Recording SettingsAdmins configure call recording on a per-user basis from Manage My Org > Users through the following steps.  Check the box(es) to the left of the name(s) of the user(s) whose call recording settings you’d like to update Click the blue Actions button Select the Update Call Recording Settings option from the dropdown menu Select the desired call recording setting for the selected user(s) Press Submit When configuring a user’s call recording settings, admins will be able to choose from the following options.  Disable Call Recording: The user will not be able to record calls through the OmniDialer.  Enable Optional Call Reording: The user will have the option to record calls through the OmniDialer.  The call recording toggle in the OmniDialer will default to being turned off, but users can flip this toggle on on a call-by-call basis to record the calls they want recorded. Enforce Call Recording: All calls will be recorded automatically, except

We recommend you take three quick steps when preparing to go out of office to ensure that nothing gets missed while you’re gone. 📅 Updating Scheduler Availability Your Groove Scheduler link dynamically updates to reflect any events that are on the your Google or Outlook calendar. Before you head out of office, we recommend you add out-of-office or “busy” all-day events to your calendar for the days you’ll be away.  Those days will then be blocked off on your Grove Scheduler link, preventing your prospects from booking a meeting with you on those days.   ⏸️ Pausing Flow Actions When you’re out of office, we recommend that you pause their Flows.  While a pause is active, your Groove Flows will not advance, which will prevent your actions from being counted as “overdue” in Groove Analytics.  Any auto-send emails that you have scheduled to send during a pause will also be safely re-scheduled to send after the pause ends, preserving the continuity of your outreach while ensuring no message

Hi everyone,I’ve successfully exported forecast data via the Clari API and am working to replicate what’s shown in the Clari UI. However, I’ve noticed that some field names and values don’t exactly match what’s visible in the UI—possibly due to internal logic or formatting differences.I’ve reached out to Clari support for clarification, but meanwhile, if anyone here has insights on how the UI forecast data is structured or mapped behind the scenes, I’d really appreciate your input.Thanks in advance! 

Hi Clari Support Team, I would like to raise a feature request regarding the Starred Deals functionality in Clari. Currently, users can view their starred deals using the "Starred Opportunities" view. However, there is no option to filter for starred deals.We’ve received this request from one of the users from our FLMs that having the ability to filter specifically on starred deals would significantly improve their workflow. This would allow them to quickly focus on high priority deals they’ve marked and monitor associated metrics like ACV, progress updates, and next steps more efficiently.For example, an FLM might star ten key deals (visible under Starred Opportunities) and would like to view only two of those by using filters. Can we have filters in the Starred Opportunities screens.  Could this capability be considered for a feature release? Thank you for your support,Vaishnavi Khedkar