Source: https://joinfinn.com/integrations/clari

# Clari

## Clari + Finn.

Clari integration with Finn. Clari helps revenue teams review sales pipelines, forecasts, and deal progress.

Business function: Sales and marketing.

## What you can do with Clari.

Clari helps revenue teams review sales pipelines, forecasts, and deal progress.

### Close the weekly forecast cycle

Finn coordinates forecast submissions, resolves record discrepancies and publishes the manager's approved view.

**Typically handled by:** Revenue operations analyst

**Starts when:** The weekly forecast deadline approaches.

#### What Finn handles

1. Read the Clari forecast period, opportunity changes and prior submissions, then identify missing owner updates.
2. Collect sellers' current evidence and reconcile routine Salesforce field discrepancies with the recorded deal activity.
3. Present material forecast changes and unresolved judgment calls to the sales manager for the final submission.
4. Record the approved forecast, distribute the review pack and create follow-up actions for the named deal owners.

**The result:** The forecast cycle closes with an approved submission, supporting evidence and owned follow-up work.

### Recover a stalled deal's next step

Finn turns a stalled-opportunity signal into completed seller coordination and a current deal plan.

**Typically handled by:** Sales development or account coordination specialist

**Starts when:** Clari identifies an opportunity with a missing or overdue next step.

#### What Finn handles

1. Read the permitted deal history, buyer commitments and recent activity from Clari and Salesforce.
2. Identify the agreed next action and prepare the relevant follow-up using approved sales material.
3. Send authorized routine outreach through Groove or Outlook, coordinate the buyer's response and book the agreed meeting.
4. Update the Salesforce next step and Clari review context with the confirmed action or explicit lack of response.

**The result:** The deal has a recorded next action and completed outreach, rather than a risk flag with no follow-through.

### Operate a buyer's mutual action plan

Finn keeps the seller and buyer aligned on the steps required to complete an agreed purchase process.

**Typically handled by:** Account executive's deal coordinator

**Starts when:** A buyer agrees to a mutual action plan.

#### What Finn handles

1. Create the Clari Align plan from the agreed evaluation, security, procurement and signature milestones.
2. Confirm owners and dates with the buyer, and collect required materials from the approved Google Drive workspace.
3. Complete routine coordination and reminders; route pricing, contractual or security decisions to their accountable owners.
4. Record confirmed milestone completion and update the related Salesforce opportunity with the current plan and unresolved dependencies.

**The result:** The buyer and seller share a current plan backed by completed milestones and explicit remaining decisions.

### Carry a customer call through its commitments

Finn converts authorized conversation evidence into completed follow-up and accurate sales records.

**Typically handled by:** Sales assistant

**Starts when:** A Clari Copilot customer call finishes.

#### What Finn handles

1. Read the permitted recording and extract actual commitments, requested documents and agreed dates.
2. Confirm ambiguous commitments with the seller, then update the relevant Salesforce notes and next steps.
3. Send approved materials, coordinate the agreed Outlook meeting and create any required internal specialist request.
4. Attach the delivered items and confirmed schedule to the deal record and flag commitments still awaiting a decision.

**The result:** The customer receives the promised follow-up and the deal record reflects what was actually delivered.

### Run a focused outbound sales play

Finn operates an approved sales sequence while keeping audience and communication decisions with the business.

**Typically handled by:** Sales development representative

**Starts when:** A sales leader approves an audience, offer and outreach play.

#### What Finn handles

1. Build the eligible Salesforce contact cohort using the agreed account criteria and recorded contact restrictions.
2. Prepare the approved Groove sequence with relevant context and obtain approval for new claims or messaging.
3. Run authorized outreach, process replies, remove people who opt out and coordinate accepted meetings in Outlook.
4. Update the CRM with actual responses and meeting outcomes, then report remaining prospects and delivery exceptions.

**The result:** The outreach play produces recorded responses and scheduled conversations, with suppression and follow-up records kept current.

### Prepare and complete a renewal-risk intervention

Finn coordinates the account work around a renewal signal without promising an outcome the customer has not accepted.

**Typically handled by:** Customer success operations coordinator

**Starts when:** A renewal opportunity shows changed activity or an approaching deadline.

#### What Finn handles

1. Read the Clari opportunity context and connected Gainsight account history to identify the unresolved customer commitments.
2. Collect missing service information from Zendesk and prepare the specific actions needed before the renewal discussion.
3. Complete authorized customer follow-ups and schedule the review, routing concessions or commercial changes to the account owner.
4. Record the customer's confirmed next step and update Salesforce and the Clari review with completed actions and remaining risks.

**The result:** The renewal has completed service follow-through and a documented customer next step, not an assumed retention result.

### Repair sales activity and CRM record gaps

Finn reconciles revenue activity with the customer records that managers rely on.

**Typically handled by:** Sales operations administrator

**Starts when:** A scheduled review finds incomplete or inconsistent account activity.

#### What Finn handles

1. Compare permitted Clari Capture activity with Salesforce contacts, opportunities and the team's data-entry rules.
2. Resolve clear missing associations and fields from source evidence, keeping ambiguous identity or ownership changes for review.
3. Apply the approved CRM corrections and notify owners where substantive deal information is still missing.
4. Check the refreshed record and deliver a concise completion report with unresolved discrepancies separated.

**The result:** Sales records reflect the verified activity and the remaining data issues have clear owners.

### Deliver a revenue review that changes the operating plan

Finn prepares the leadership review and carries approved revenue actions back into the team's tools.

**Typically handled by:** Revenue operations manager

**Starts when:** The monthly revenue operating review reaches its reporting cutoff.

#### What Finn handles

1. Gather Clari pipeline, forecast and activity information for the agreed period and reconcile it with Salesforce results.
2. Explain movements using source records, separating completed sales, forecast judgments and missing evidence.
3. Publish the review in Google Slides and capture leadership decisions on deal attention, ownership or the next sales play.
4. Apply authorized CRM and action-plan updates, schedule required reviews and confirm completion of routine follow-up.

**The result:** Leadership receives a traceable review and its approved actions are reflected in the operating records.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Clari.

[Visit Clari](https://www.clari.com/)

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