Integrations

Salesforce
- Salesforce Setup
  - Step 1: Installation of Boomerang Salesforce Managed Package
  - Step 2: Create an Integration User for Boomerang
  - Step 3: Connect your Salesforce Integration User
  - Step 4: Create and sync reports to Boomerang App
  - Step 5: Configure Open Opportunities Count Field setup by BR
  - Step 6: Setup "Boomerang - Contacts Details" to Contact Layout
  - Step 7: Setup "Boomerang - Associated Contacts" to Contact Layout
  - Step 8: Setup "Boomerangs per Account" View in Account Layout
  - Step 9: Setup “Boomerang Section” in Lead Layout
  - Step 10: Setup "Boomerangs per Opportunity" View in Account Layout
  - Step 12: Add Lead Source for Boomerang
  - Step 13: Picklist Values for Record Types
  - Step 14 (Only TAS Customers): Additional Setups
  - Step 15 (Only TAS Customers): Reports Creation
- Salesforce Configurations
  - Assign Permission Sets
  - Review and Update Duplication Rules
  - Create ‘Boomerang’ Lead Source Value
  - Bounced Emails Management
- Salesforce Permissions
  - Permissions for Integration User
  - Permissions for End Users
Hubspot
- Hubspot Input Setup
  - I. Create Active lists for tracking Contacts
  - II. Connect with Boomerang App
- Configuring Hubspot Boomerang Views
  - I. Setup Boomerang List View
  - II. Setup Boomerang Contact View
  - III. Setup Association Cards
- Setting up Plays and Notifcations
  - Boomerang Notifications Setup
  - Hubspot Properties updated by Boomerang
  - Analytics Dashboards
  - Triggering workflows on Hubspot
Integrations
- Okta Integration
  - Boomerang Okta Integration
- Slack Integration
  - Boomerang Slack Integration
- Salesloft Integration
  - Boomerang Salesloft Integration
- Outreach Integration
  - Connect Outreach
  - Setting up Outreach
Platform
Outreach
Onboarding
- Resources
  - AE/SDR User Experience- Boomerangs
  - Notification Setup Guide
  - Boomerang Sequence Setup Guide
  - Salesloft Setup Guide for Boomerang Job Change Leads
Boomerang Discover
- Calendar Integration
  - Boomerang Discover
  - Connecting Google Calendar
  - Connecting Outlook Calendar
  - Disable “Discover” on Google Workspace

Okta Integration

Boomerang Okta Integration

Boomerang Okta

Slack Integration

Boomerang Slack Integration

Slack Integration

Okta Integration

Boomerang Okta Integration

Slack Integration

Boomerang Slack Integration

Salesloft Integration

Boomerang Salesloft Integration

Outreach Integration

Connect Outreach

Setting up Outreach