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Orum Help Center

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Orum Help Center

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Orum Help Center

Getting Started
Features
Integrations
Salesforce
Salesloft
Multiple Integrations
Outreach
Gong
HubSpot
Best Practices
Troubleshooting & FAQ
Teams & Users
Settings
Security and Compliance
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Integrations

Understand how Orum works with your specific integration and sales tool

Salesforce

Learn how to use Orum and Salesforce to drive your calling culture

Salesforce Trailhead TutorialsAutomating Salesforce Lead StatusAutomating Salesforce Follow Up TasksCreate a KPI Salesforce ReportCreating a Call Recording Field in SalesforceCreate a Call Task Salesforce Report

Salesloft

Archive and Unarchive CadencesData Access and Permission LevelsSalesloft Knowledge ResourceRequire Sentiments (Salesloft Specific)Create a One-Off Task in SalesLoftCustomizing Display Fields

Multiple Integrations

Add a new integrationUnified Account ConfirmationSwitch Integrations

Outreach

Managing Sequences: Archiving and UnarchivingData Access and Permission LevelsViewing Outreach Account and Prospect Notes in OrumMark Prospect as 'Finished' in all sequences (Outreach Specific)How to Track Return Calls - Outreach + Orum EditionSetting essential triggers in Outreach

Gong

Getting Started with Gong Conversational IntelligenceAdmin Setup - Gong Engage

HubSpot

Create a HubSpot List for OrumHubSpot Academy Tutorials Uninstall from HubSpotConfigure Orum Settings for HubSpotHubSpot Permission SetsSync and Filter by Sequences
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