Salesloft
Overview
Signals' integration with Salesloft allows you to more closely align your marketing and sales teams by enabling you to:
- Automatically add visitors and prospected contacts to cadences from PlayRunner
- Tailor your engagement with targeted plays for visitors already enrolled in cadences.
- Add people to cadences, create tasks, and see Salesloft activity from within the agent chat.
Setup
To set up the Salesloft integration:
![](https://files.helpdocs.io/64szziapbv/articles/ilzjeyb7fk/1671139474262/screen-shot-2022-12-15-at-2-24-08-pm.png)
- Click "Sign in with Salesloft"
![](https://files.helpdocs.io/64szziapbv/articles/ilzjeyb7fk/1671140106112/image.png)
- You will then be taken to Salesloft to sign in and complete the connection.
![](https://files.helpdocs.io/64szziapbv/articles/ilzjeyb7fk/1671140490482/screen-shot-2022-12-15-at-2-41-19-pm.png)
- Once you're connected, be sure that the integration is switched on.
![](https://files.helpdocs.io/64szziapbv/articles/ilzjeyb7fk/1671141290499/screen-shot-2022-12-15-at-2-54-14-pm.png)
*** Not sure yet what this entails, but the Signals app will also need to be downloaded/connected from the Salesloft Marketplace. We can fill this in once the app has been approved and we know more about this process ***
Integration Settings
Salesloft Owner
![](https://files.helpdocs.io/64szziapbv/articles/ilzjeyb7fk/1675800277815/image.png)
To configure ownership:
- Go to the "People" tab.
- Under Salesloft Owner, you can select criteria for how you want to assign ownership.
Note: Priority for ownership will be based off of what of the three criteria you select and will be in descending order. You can select 3 of 3, 2 of 3 or 1 of 3. These criteria include User Who scheduled a meeting, User who was last routed, or User who closed the conversation. - Select a default, Owner. If an owner can't be located, identify who you would like to be the owner. (This will also be the default owner for your Salesloft bot skill). Default Owner must be a Signals User.
People Mapping
![](https://files.helpdocs.io/64szziapbv/articles/ilzjeyb7fk/1675800306384/slsetup-2-bceae-27-c.png)
Under the People tab, map all of the fields you'd like to send over to Salesloft when you add a person.
Default settings will map First Name, Last Name, Phone, And Email. You can add as many fields as you would like to be sent to your Salesloft integration.
User Mapping
![](https://files.helpdocs.io/64szziapbv/articles/ilzjeyb7fk/1675800230350/image.png)
Under the User tab, make sure to map your Signals users to the corresponding user in Salesloft. Don't forget to Save in the top right corner!