No, Groove is a paid service, but you can check their website for current trial offers.

Sales Engagement

Groove

Sales productivity and engagement platform for Salesforce-native teams.

Important Links

Documentation ↗Website ↗Pricing ↗

Key Features

Salesforce-native Automation

AI Meeting Note Capture

Deal Hygiene Intelligence

Sales Automation

How to use this tool

"Claude, use Groove to update the status of all my 'Pending' opportunities in Salesforce and schedule follow-ups for next week."

Technical Feature Analysis

Groove is built for AI-first teams, specifically for workflows where you want an AI agent to handle your Sales Engagement tasks. Instead of manual data entry, Groove lets your AI "see" and "act" on your data directly through its REST.

Groove is a sales engagement platform built specifically for teams that use Salesforce. It provides a seamless integration that allows reps to manage their pipeline and execute outreach without leaving their CRM. Groove uses AI to automate routine tasks, capture meeting notes, and provide deal hygiene alerts. By focusing on Salesforce-native workflows, Groove helps teams increase their adoption rates and ensure that their data is always accurate and actionable.

The biggest win with Groove is the ability to move from **Chat-to-Action**. By connecting it to your AI agent, you can automate Salesforce-native Automation, AI Meeting Note Capture, Deal Hygiene Intelligence without having to build a custom tech stack or hire a developer.

Direct Agent Workflow for Groove

• Connect: Give your Groove OAuth2 to Claude Code, Cowork, or your favorite AI agent.

• Automate: Your agent handles Salesforce-native Automation and AI Meeting Note Capture directly.

• Execute: No extra software or middleware required for Sales Engagement automation.

Use Groove for

AI Tools for Cold Outreach AI Tools for Meeting Booking & Scheduling Sales Workflow Automation Tools

Technical Details

API Type

REST

Authentication

OAuth2

Pricing Tier

Paid Only

SDK Languages

N/A

Webhooks

Yes

Frequently Asked Questions

What does Groove do?

Groove is a sales engagement tool that provides Sales productivity and engagement platform for Salesforce-native teams.

How do I use Groove with AI agents?

Connect Groove to agents like Claude Code or Cowork by using its REST and your OAuth2 keys. This allows your agent to perform Salesforce-native Automation and AI Meeting Note Capture directly without needing extra software.