how to integrate salesloft with salesforce

Salesloft Connect for Salesforce

• Connect for Salesforce Admin Setup. The Connect for Salesforce feature is enabled by default for all Salesloft users. ...
• Install Connect for Salesforce. ...
• Salesloft Imports from Salesforce. ...
• Connect for Salesforce Side Panel. ...
• Click to Call in Salesforce. ...
• Loft an Email in Salesforce. ...
• Insert Meeting Availability in Salesforce. ...
• Hot Leads in Connect for Salesforce. ...

Full Answer

What is SalesLoft and Salesforce?

Salesloft & Salesforce. Better Together. With intelligent integration, Salesforce Sync, and seamless workflows, Salesloft is the ultimate modern sales Automatically Record Activities to Salesforce Monitoring and tracking sales activities is a crucial element of what makes Salesforce so effective.

How do I use connect for Salesforce with SalesLoft?

There are many Salesloft actions you can take on Lead and Contact records using Connect for Salesforce, but that’s really only the basic features available to you. The Connect for Salesforce side panel opens more of Salesloft’s core functionality within Salesforce, like viewing Salesloft Person info and running Cadences.

How do I import from Salesforce into SalesLoft?

To import from Salesforce into Salesloft, you will need to Download the Salesloft Chrome Extension. The Salesloft extension will create Salesloft specific buttons in your Salesforce instance including the ability to import, view Salesloft profile pages, Click to Dial within Salesforce, and Connect for Salesforce features.

How do I map fields from Salesforce to SalesLoft?

Map fields from Salesforce to Salesloft. Set logic rules, like “Map to Contact first, then try Lead” or “Contact only” or “Lead only.” Salesloft enables an account-based approach by maintaining all account fields (standard and non-standard) and their related contacts from Salesforce.

Is Salesloft built on Salesforce?

Fortunately, communications sent in Salesloft are automatically recorded as activities in Salesforce. No manual updating — just one cohesive view of activities. Salesloft provides fifteen custom activity fields out of the box for deep insights into every activity.

How do I add a Salesloft button in Salesforce?

From your Salesforce account, navigate to the Leads, Contacts, Accounts tabs or select an individual Campaign (depending on which list you want to import into Salesloft). Find the View pick list to select a previously created list and select Go or Create a New View. Click the Import to Salesloft button.

Is Salesloft the same as Salesforce?

The main difference between these two solutions is that SalesLoft is the most focused option for sales engagement while High Velocity Sales is more integral to Salesforce CRM. High Velocity Sales is a pretty good option for those already using Salesforce, especially if you're already familiar with the tool.

How do I set up Salesloft?

Then, Salesloft makes it easy to manage and complete these tasks all in one platform....Use the checklist below to track your progress!Accept Your Invite to Salesloft.Install the Google Chrome Extension.Connect Your Email Account.Connect to Your CRM.Set Up Your Email Signature.Complete Your User Setup.

How do I access Salesloft?

From the side panel, you can view Salesloft Person info and run Cadences. To access the Connect for Salesforce side panel, click on the Salesloft logo on the right-hand side of the page. The side panel will appear on the right side of your page.

How do I install Salesloft insight?

Update the Insight from Salesloft PackageClick on the new install link.You will then see the Upgrade Insight From Salesloft Package. Select Install for All Users.Click Upgrade. The dashboard will upgrade.

Is Salesloft a CRM?

Salesloft has always been a customer- and innovation-first organization. With its latest offering, the company becomes the first sales engagement platform to build CRM integrations outside the Salesforce ecosystem.

How much is Salesloft a month?

How Much Does Salesloft Cost? There's an annual contract, one Salesloft license per user, per year is $2K. $125 to $165 per user, per month, depending on the package.

How do I log into a call in Salesloft?

To log a call, follow these steps:In the Salesloft Mobile app, go to the Calls tab.Find the call you would like to log. ... The call details will appear along with the log box. ... Add a disposition. ... Add a sentiment. ... Click Log.More items...•

How do I add users to Salesloft?

Search: Located to the top-right of the Users table, search to quickly find a user within the table based on their user name or email. Invite Users: Press this button to invite Users to join the Salesloft platform.

How do you run a cadence in Salesloft?

Cadences Panel on the Home Dashboard Go to the Cadences panel in the bottom right of your Dashboard, aka the Salesloft home page. Find the Cadence and step type you want to take action on. Next to the step name, you will see a blue Run Step button. Click Run Step.

What makes a hot lead in Salesloft?

Your team admins will predetermine the activities that matter most: number of email opens, clicks, and views of your website. When a prospect performs one of these actions, they acquire points. Once the number of points reach the set threshold amount, BOOM, you have a Hot Lead!

What is Connect for Salesforce?

Connect for Salesforce allows you to leverage the power and features of SalesLoft email and templates without leaving the Salesforce record. Quickly email Leads or Contacts by using a template so you use the same consistent messaging, with the added benefit of tracking metrics.

How to call from Salesforce records?

Follow these steps: From your SalesLoft account, click your name in the upper right corner and go to your Settings. Click the Calls tab.

What is insert availability in Salesforce?

Insert Availability allows your to add times from your calendar when send a one-off email or Run Cadence Steps. Having this feature within Connect for Salesforce means you can add your availability without leaving your Salesforce window (and you don't have to jump between your calendar tab and your Salesforce tab!)

Does Salesforce call work in accessibility mode?

You can enable LocalDial to drive higher connect rates as well as drop-in Voicemail Recordings. Things to Note: Click to Call does not work when Salesforce is in accessibility mode.

Does Salesforce have a Connect feature?

The Connect for Salesforce feature is enabled by default for all SalesLoft users. Admins have the ability to manage who has access to Connect for Salesforce from their Team Settings.

How does SalesLoft work?

The SalesLoft extension pulls all of the leads or contacts from a list when you click the import button. If you would like to pick and choose or select specific leads or contacts from a list view to import, you can do so by installing our Custom Import Button.

What is cross filter in saleslott?

Cross filters allow users to filter reports based on related objects and their fields. This means that you have the ability to fine-tune your report to include (or exclude) records. Once the report is created with the cross filter, you can import specific lead or contact records into the SalesLoft platform.

Change the Way You Engage

Integrations and partnerships enhance the way Salesloft works for you.

Salesloft API

The Salesloft platform is dynamic. We know it can do far more than what we’ve prescribed, and we want you to explore endless possibilities. We’ve designed the Salesloft API to boost your organization’s sales and engagement efforts and extend the capabilities of our platform. Push, pull, and test your own integrations.