Atrium Integrations 101

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Atrium integrations expand your visibility into your reps’ and teams’ performance. An ideal Atrium setup integrates the CRM, email, call, and notification systems already in use.
This guide outlines the integrations currently available with Atrium and how to successfully set up each one.

Table of Contents

 

Salesforce

Salesforce is the required CRM for Atrium, and many Atrium metrics rely on or are made more powerful by Atrium’s access to data from the “Account” and “Opportunity” objects in Salesforce. It's worth noting that Atrium does not adjust or alter any data in any way, the CRM data is simply mirrored. 

Atrium connects to Salesforce via a read-only OAuth connection. Atrium is not a managed package, nor can it write to Salesforce.

Integrations steps - 

  1. Login to the correct Salesforce account that will be used for the integration.
  2. Login to the Atrium account that has the corresponding email address with the integration user. If an Atrium account with the email necessary has not been set up, please contact the Atrium Support team at support@atriumhq.com.
  3. Click the following link - http://app.atriumhq.com/auth/sfdc-login
  4. A prompt should appear that confirms the SFDC integration was successful!
  5. If the confirmation does not appear, chat or email Atrium Support at support@atriumhq.com for confirmation.

 

Email Domain/Calendar Activity

Email and calendar activity data help to enhance Atrium metrics with quantifiable rep activity. The email domain being integrated will also be used to login to Atrium.

There are 3 ways Atrium can pull email and calendar data: G Suite, Microsoft, and Salesforce. Please follow the steps below for your preferred method.

G Suite

  1. Integration steps - 

    1. Install Atrium through the G Suite Marketplace  -
      1. Follow this link to the Google Marketplace, or search for and select Atrium from the Google Marketplace.
      2. Click INSTALL in the top right to start installing atrium.
      3. Click CONTINUE to authorize installing Atrium on your domain.
      4. (Optional) If G Suite organizations were created, select the appropriate sub-organization from the dropdown menu.
      5. Click ACCEPT to install Atrium.
    2. A prompt should appear that confirms the G Suite integration was successful!
    3. If the confirmation does not appear, chat or email Atrium Support at for confirmation!
    (Optional): For larger companies it is recommended to set up G Suite organizations in order to limit domain access to the specific subset of users in Atrium.Instructions can be found here.

Microsoft

Integration steps - 

  1. Complete the below steps as a Microsoft admin. If you are not a Microsoft admin, connect with the internal Product or Engineering teams at your company to complete these steps- 
    1. Log into Atrium. 
    2. Click the following link -https://app.atriumhq.com/auth/msft-consent
    3. A prompt should appear, check the box CONSENT ON BEHALF OF YOUR ORGANIZATION, and then click ACCEPT.

Another prompt should appear that asks for admin access, click ACCEPT.

Salesforce

Integrations steps - 

    1. Determine which field on the “Task” object in Salesforce is used to identify emails.
    2. Based on the above, determine which “Type” values represent emails.
    3. If a third-party platform such as Outreach or Salesloft is used to send emails that are then auto-generated as tasks in Salesforce, take note of the integration being used. 
    Send an email to the Atrium Support team at support@atriumhq.com with all of the above information. Salesforce email integration requires Atrium Support to process internally, but once an email is sent expect a swift response with confirmation and when data should be reflected! Here's an example email - mceclip0.png

 

Gong

Companies that use Gong to record external calls can integrate Atrium and Gong directly to enhance understanding of key rep calling behaviors. Some examples of metrics pulled in from Gong are Talk Ratio, Longest Monologue, and Call Interactivity. 

Integrations steps - 

  1. Log into Atrium. 
  2. Navigate to theIntegrations Settings in the top-right menu of the homepage under Customization.
  3. To the right of the Gong logo, click the Authorize button.
  4. A prompt should appear, complete the Gong Oauth process by clicking the Allow button.

It will take 3-4 hours for the data to propagate, but once complete then the Gong cards will become visible by searching Gong in the top-right search bar.

 

Slack

With the Slack integration enabled, Atrium can automatically send alerts and dashboards directly to anyone in the company at the preferred schedule for the group or individual. 

Integrations steps - 

  1. Log into Atrium. 
  2. Navigate to theIntegrations Settings in the top-right menu of the homepage under Customization.
  3. To the right of the Slack logo, click the Authorize button.
  4. A prompt should appear, complete the Slack Oauth process by clicking the Allow button.
  5. Once complete, a quick way to verify the connection is active is by navigating to any dashboard then clicking the paper airplane symbol in the top right to see distribution preferences. If the connection is active then a dropdown showing Slack channels will be visible.

 

 

 Finally, the Integrations page for Salesforce, G Suite, Microsoft, and Gong can be found here, and the Sntegrations and Settings page for Slack can be found here - 

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