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  • Welcome
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      • How to Rank Accounts for Distributions and Retrievals
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  • Routing
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  • Automation Builder Kit (ABK)
    • Getting Started
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        • Check Person Enrollment in Cadence
        • Create Task
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      • Advanced
        • Build Record Map from Lookup
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        • Build Text Collection from Field
        • Convert ItemAssigned to Assignment
        • Execute SOQL
        • Get Record from Record Map
        • Assign Pending Items for Multiple Queues
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        • Enqueue Multiple Items
        • Enqueue Single Item
    • Models
      • AccountMatchResult
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      • RecordMap
  • Integrations
    • Getting Started
    • Slack
    • Google Workspace
    • Microsoft 365
    • Salesloft
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  • Advanced
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  • Miscellaneous
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On this page
  • Gradient Works Cloud
  • Connecting Integrations
  1. Integrations

Getting Started

Gradient Works works with the tools you use to work

PreviousRecordMapNextSlack

Last updated 9 months ago

Your work doesn't just happen in Salesforce. Gradient Works connects with the messaging, calendaring and sales engagement tools you already use to help you automate more tasks.

For example, you can use these integrations and the to build an inbound lead automation that , , to your #sales channel @-mentioning the account owner and then automatically enrolls that new contact into a .

Gradient Works Cloud

All integrations require that you first authenticate with Gradient Works Cloud. This allows Gradient Works' cloud services to securely connect the Gradient Works managed package hosted in Salesforce with 3rd party applications.

To obtain your Gradient Works Cloud login, please contact your CSM via Slack or by emailing .

To log into Gradient Works Cloud, go to the app in the Salesforce app switcher and click on the "Settings" tab.

Click "Log In". Your Gradient Works CSM will have provided you a temporary password. The first time you authenticate, you'll be prompted to reset your password.

Connecting Integrations

Gradient Works integrations fall into 3 categories: messaging, calendars and sales engagement. Once you're logged into Gradient Works Cloud, you will see active buttons beside each integration. Click these to connect a particular integration. See the help page for each individual integration for more details.

Messaging

Calendars

Only one calendar integration may be active at once.

Sales engagement

Only one sales engagement integration may be active at once.

The allows you to send data-rich messages to Slack channels or a direct messages to individuals.

Connect with or to enable automations that schedule meetings on your reps' calendars.

Connect with either or to automate the process of enrolling prospects into sales engagement cadences.

Slack integration
Google Workspace
Microsoft 365
Salesloft
Outreach
ABK
matches the lead to an account
converts it
sends a Slack message
Salesloft cadence
suport@gradient.works
Gradient Works Routing
Gradient Works Routing settings