how to link salesloft emails to salesforce

• Connect for Salesforce Admin Setup. The Connect for Salesforce feature is enabled by default for all SalesLoft users. ...
• Install Connect for Salesforce. Before you Loft emails, view SalesLoft People information, and execute Cadences from your Salesforce account, you need to Download the SalesLoft Chrome Extension .
• Click to Call in Salesforce. SalesLoft’s Dialer lets you call from wherever you work, including your Salesforce instance. ...
• Loft an Email in Salesforce. Connect for Salesforce allows you to leverage the power and features of SalesLoft email and templates without leaving the Salesforce record.
• Hot Leads in Connect for Salesforce. Hot Leads identify which prospects should be your highest priority based off of their level of engagement.

Full Answer

What is connect for Salesforce and how does it work?

Connect for Salesforce allows you to use all the features and functionality you love about Salesloft, from right inside Salesforce. You can send one-off Salesloft emails. You can make calls with the Salesloft dialer. Activities completed using Connect for Salesforce will automatically track and log into Salesloft and Salesforce.

What can I do with the SalesLoft 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. Things to Note: The Import into Salesloft button will not appear if Salesforce is in accessibility mode.

How do I import leads and contacts from Salesforce to SalesLoft?

From your Salesforce account, navigate to the Leads, Contacts, Account s 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.

How do I set up the SalesLoft connect add-in?

Select the gear shift icon to go to your Outlook settings. This should be an icon in your top navigation toolbar. Find the Salesloft Connect add-in from your list. Select the ellipses icon (three dots) in the bottom right corner of the Salesloft Connect add-in.

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 part of Salesforce?

With intelligent integration, Salesforce Sync, and seamless workflows, Salesloft is the ultimate sales machine. Monitoring and tracking sales activities is a crucial element of Salesforce's effectiveness. Fortunately, communications sent in Salesloft are automatically recorded as activities in Salesforce.

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 does Salesloft integrate with Gmail?

To do this, follow these steps:Log into Salesloft.Click your name in the top right corner, then select Settings.Select Email from the Personal Settings menu options.Click Edit from the Send Email from a Different Address section.More items...•

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 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 add Salesloft to Outlook?

To install the add-in for Office 365, follow these steps:Open Outlook Settings, then navigate to Manage add-ins.Search for Salesloft in the search window to bring up the Salesloft Connect listing.Click Get it now. Turn the toggle on to activate the Salesloft add-in.

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 you find hot leads in Salesloft?

From your Team Settings, go to the Hot Leads Settings. Below the Event Points, check the box next to each event type in order to use that event in Hot Leads scoring.

What does loft it mean Salesloft?

Hit Loft It. The Loft It feature sends the email to the recipient and allows the email to be tracked for views, clicks, and replies via the Salesloft platform.

How do I download a Salesloft extension?

Go to Your Personal Settings in Salesloft by clicking your name in the upper right corner and selecting Settings from the menu. Once you've accessed the Settings page, go to the Downloads tab. There you will see the option for the Salesloft Chrome Extension. Click Install Chrome Extension.

Your Data Your Way

Insight from Salesloft combines Salesloft and Salesforce data to achieve a powerful analytics package, giving leaders instant visibility into performance. The end result is a holistic view of Salesloft and its impact on the organization.

Salesforce Sync Keeps Both Platforms Up-to-Date, in Real-Time

Easily customizable data sync keeps lead records and activity data updated and accurate, automatically.

Safeguarding Your Data

Salesloft enables an account-based approach by maintaining all account fields (standard and non-standard) and their related contacts from Salesforce.

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.

What is Connect for Outlook?

Installing Connect for Outlook allows you to leverage the power and features of SalesLoft email and templates in your inbox. Quickly add a template while your composing an email so you use the same consistent messaging, with the added benefit of tracking metrics.

Does Outlook have SalesLoft Connect?

Currently, the SalesLoft Connect feature is supported by certain applications and versions of Outlook. We’ve compiled a list of the approved versions of Outlook. To learn more information on whether your Outlook client supports add-ins, and would be able to support SalesLoft Connect, check out the link here.