Salesloft
Connect Salesloft to Airfold to sync with your sales engagement data.
5 Reasons to Use This Integration
1. Holistic Sales Performance Insights
Combine Salesloft's sales engagement data with other tools like Salesforce, Gong, and HubSpot for a complete picture of your sales operations and performance across the entire revenue cycle.
2. AI-Powered Cadence Optimization
Leverage Airfold's AI capabilities to analyze Salesloft cadence data, uncovering trends and insights to optimize your outreach strategies and improve engagement rates.
3. Custom Sales Activity Dashboards
Create tailored dashboards that blend Salesloft data with other sources, giving you unique insights into sales activities, pipeline velocity, and their impact on revenue generation.
4. Automated Sales Productivity Reporting
Save time by automating the process of gathering and analyzing data from Salesloft, integrating it seamlessly with other revenue data sources for comprehensive sales productivity and effectiveness reports.
5. Data-Driven Sales Process Refinement
Use combined insights from Salesloft and other platforms to identify best practices in sales engagement, enabling continuous improvement of your sales processes and methodologies.
What's Included In The Integration?
Salesloft data objects:
- Cadences
- Steps
- People (Prospects)
- Users (Sales Reps)
- Teams
- Accounts
- Opportunities
- Activities (Calls, Emails, Other)
Salesloft activities:
- Cadence started/completed
- Email sent/opened/clicked
- Call logged
- Meeting booked
- Task completed
- Person status changed
Airfold actions:
- Retrieve Salesloft data
- Create/update Salesloft records
- Generate custom reports
- Create AI-powered insights
- Track key metrics (e.g., email open rates, call connection rates, cadence completion rates)
- Trigger actions in Salesloft based on Airfold insights
How to Set It Up
- Log in to your Airfold account and navigate to the Integrations page.
- Find and select the Salesloft integration.
- Click "Connect" and you'll be prompted to authenticate with your Salesloft account:
- You may need to log in to your Salesloft account if not already authenticated
- Grant the necessary permissions for Airfold to access your Salesloft data
- Once authenticated, choose which Salesloft data objects you want to sync with Airfold.
- Set up the sync frequency (real-time, hourly, daily, etc.).
- Configure any custom fields or mappings between Salesloft and other data sources in Airfold.
- Set up any specific automations or workflows you want to create between Salesloft and Airfold.
- Optionally, configure advanced settings such as cadence performance tracking or custom metrics calculations.
- Save your settings and start using Salesloft data in your Airfold dashboards and reports.
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