# Getting Set Up
Welcome to **Boomerang**! This guide walks you through everything you need to do as a Super Connector Admin to get your organisation up and running — from your first login through to having your team actively using warm introductions.
You just need to complete these 4 steps to get you going.
| Step | Estimated Time |
| ---------------------------------------------- | -------------- |
| Step 1: Login to Boomerang | - |
| Step 2: Connect your CRM | 15 mins |
| Step 3: Connect your Calendar | 10 mins |
| Step 4: Add, Invite & Onboard Super Connectors | 10 mins |
Follow the steps in order. Each step builds on the one before it. Once you complete the above steps the relationship paths will be active.\
\
There are 2 additional steps that you need to complete post the above steps.
| Step | Estimated Time |
| ------------------------------------------------------------------------------- | -------------- |
| Step 5: Customise the request form so intro requests include the right context. | 10 mins |
| Step 6: Add Requesters | 10 mins |
***
### Step 1: Log In to Boomerang
#### Why this step matters
Your Super Connector Admin account is the control centre for your entire Boomerang setup. Logging in for the first time activates your workspace and gives you access to all configuration settings, user management, and integrations.
#### How to log in
Go to [app.getboomerang.ai](https://app.getboomerang.ai/) and sign in using one of two methods:
* **One-Time Password (OTP):** Enter your work email, receive a code in your inbox, and enter it on the login screen.
* **Google SSO:** Click **Sign in with Google** and authenticate with your work Google account.
#### Best practices
* Always use your **work email address** — the same one your account was provisioned with.
* If you're logging in for the first time and see "Account not found", contact your Boomerang point of contact to confirm your account has been created.
* Bookmark [app.getboomerang.ai](https://app.getboomerang.ai/) for quick access going forward.
***
### Step 2: Connect Your CRM
[**Salesforce Integration** ](/integrations/salesforce-integration-setup.md)| [**Hubspot Integration**](/integrations/hubspot-integration-setup.md)
#### Why this step matters
Your CRM is the source of truth for which accounts and contacts your sales team is targeting. Connecting it gives Boomerang the target list it needs to map relationship paths against. Without a CRM connection, Sales Reps will have no contacts to search for and no intro paths to act on.
#### Best practices
* Use a **Salesforce System Administrator** or **HubSpot Super Admin** account to authorise the connection — standard user accounts may lack the permissions needed.
* The initial sync may take anywhere from a few minutes to a few hours depending on your CRM size. You can continue setting up the rest of the platform while it runs.
* After the sync completes, spot-check a few known contacts in Boomerang to confirm they imported correctly.
***
### Step 3: Connect Your Calendar
[**Google Calendar Integration**](/integrations/calendar-integrations/google-calendar.md) | [**Outlook Calendar Integration**](/integrations/calendar-integrations/outlook-calendar.md)
#### Why this step matters
Meeting history is one of Boomerang's strongest relationship signals. When calendars are connected, Boomerang analyses the last 24–36 months of meeting data to score the strength of relationships between your team and your prospects. The richer the calendar data, the more accurate and credible the introduction paths Boomerang surfaces.
#### Best practices
* Prioritise tracking **customer-facing teams** — Sales, Business Development, Customer Success, Partnerships, and senior leadership. These are the people whose meeting history will generate the most valuable relationship paths.
* **Include executives.** C-suite and VP-level leaders often hold high-value relationships with prospects that the sales team doesn't know about. Including them can surface introduction paths that would otherwise be invisible.
* Use **Google Groups** or **Microsoft 365 Groups** rather than selecting individuals one by one. This way, new team members are automatically included when they join a group.
* Review your tracked groups every quarter as teams evolve over time.
***
### Step 4: Add & Invite Super Connectors
[**How to Add & Invite Super Connectors**](/super-connector-admin-guide/add-and-invite-super-connectors.md)
#### Why this step matters
Super Connectors are the people whose professional networks get mapped to generate warm introduction paths for your sales team. Getting them added, invited, and fully onboarded is the most critical part of your setup — without active Super Connectors, Sales Reps will have no relationship paths to act on.
This step covers the full Super Connector lifecycle: adding them to the platform, sending their invitation, and tracking their onboarding progress through to fully active status.
#### Who should be a Super Connector?
Choose people with broad, high-quality external relationships — individuals whose introductions carry real weight. Strong candidates include:
* C-suite executives (CEO, CRO, CFO, CMO)
* VPs and Senior Directors
* Founders or long-tenured senior leaders
* Board members or advisors
Start with three to five highly connected people. A small, engaged group will deliver more value than a large, inactive one.
{% hint style="info" %}
Aim to get everyone to upload their connections before you invite your Sales Reps. If Requesters log in before Super Connectors have completed onboarding, they'll see limited or no relationship paths and may disengage before the platform has a chance to show its value.
{% endhint %}
#### Best practices
* **Brief Super Connectors before the invite arrives.** A short note from your CEO or CRO explaining what Boomerang is and why they're being asked to participate dramatically improves response rates. People act on invites they're expecting.
* **Reassure them about privacy.** Super Connectors often worry their contact list will be visible company-wide. Clarify that only the paths relevant to a specific active request are surfaced — and only to the person making that request.
* **Set expectations on response time.** Let Super Connectors know that timely responses to introduction requests matter. A slow response can stall a deal.
* **Follow up personally** with anyone still in **Invited** status after 3–5 business days. A direct message goes further than a platform reminder.
* **Offer a short setup call** to any Super Connector struggling to connect their calendar. A 15-minute walkthrough almost always resolves it on the spot
***
### Step 5: Customize the Introduction Request Form
[**How to Customize the Form**](/super-connector-admin-guide/customise-introduction-request-form.md)
#### Why this step matters
The introduction request form is what Sales Reps fill out when they want to ask a Super Connector for a warm intro. Customising it ensures you capture the right context for your organisation — so Super Connectors have everything they need to make a high-quality introduction and can respond confidently.
#### How to customise the form
Please refer the article [here](/super-connector-admin-guide/customise-introduction-request-form.md).
#### Best practices
* **Keep the form short.** The more fields you require, the less likely Sales Reps are to submit requests. Aim for the minimum information a Super Connector genuinely needs to make the introduction.
* **Always include context fields.** At a minimum, ask for: who the target is, why the Sales Rep wants to connect with them, and what outcome they're hoping for. This gives Super Connectors the confidence to make the introduction.
* **Make the "why" field required.** Super Connectors are more likely to approve requests when they understand the business reason. A brief mandatory explanation field dramatically improves approval rates.
* Review the form periodically with feedback from your Super Connectors — they'll quickly tell you if they're missing information they need.
***
### Step 6: Add Requesters (Sales Reps)
[**How to Add Requesters**](/super-connector-admin-guide/add-requesters-and-super-connector-admins.md)
#### Why this step matters
Requesters are the Sales Reps, BDRs, SDRs, AEs, and CS team members who use Boomerang day-to-day to find relationship paths and request warm introductions. This step is the final one before going live — once Requesters are added and active, the full Boomerang workflow is in motion.
#### How to add Requesters
Please refer the article [here](/super-connector-admin-guide/add-requesters-and-super-connector-admins.md).
#### Best practices
* **Don't invite Requesters until Super Connectors are fully onboarded.** If Sales Reps log in before relationship data is live, they'll have a poor first experience and may lose confidence in the platform before it has a chance to show its value.
* **Run a small pilot first.** Start with five to ten enthusiastic early adopters from the sales team. Use their feedback to refine the experience before rolling out to everyone.
* **Brief the team beforehand.** A short announcement from sales leadership — explaining what Boomerang is and why the team is using it — drives significantly higher early adoption.
* **Confirm the end-to-end flow works** by asking one or two pilot Requesters to search for a known contact, review the relationship paths, and submit a test introduction request before the full rollout.
***
### You're All Set
Once all eight steps are complete, your Boomerang instance is fully configured and your team is ready to start getting warm introductions.
For ongoing support, reach out to the Boomerang team at .
### Summary
* Customise the request form so intro requests include the right context.
---
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