Salesloft

LeanData and Salesloft Integration

The LeanData-Salesloft integration leverages LeanData's no-code automation platform to streamline lead assignment and engagement by automatically enrolling leads into sales cadences based on buyer intent signals, campaign activity, or interest, thereby maximizing speed to lead, enhancing relevant first touches, automating low-touch lead outreach, and boosting sales productivity through prioritized plays powered by Conductor AI within Salesforce and the broader RevTech stack.

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LeanData

Respond to People automatically with the right messaging every time. Install the LeanData-Salesloft integration.

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Description

The LeanData Revenue Orchestration Platform, powered by No-Code Automation, simplifies and accelerates coordination of all the plays, people and processes needed to transform buyer signals into buying decisions. Flexible, easy, drag-and-drop workflows automate friction-free processes and handoffs between people and tools, both within Salesforce and across the RevTech Stack.

And now with the LeanData-Salesloft integration, you can create faster, more relevant first touches to improve the buyer experience.

  • Maximize speed to lead: Remove delays in lead assignments, be confident in assignment accuracy and queue up the next best engagement from one centralized process
  • Power relevant conversations: Automatically add leads or contacts to a sales cadence based on campaign, interest or activity.
  • Automate low-touch lead engagement: Want to contact leads with low engagement, for example a webinar attendee. Fully automate the first touch to keep sellers focused on higher priority leads.
  • Enhance sales productivity: Automate cadence enrollment and put lead context right at your seller's fingertips for less clicks and more calls.

Key benefits

Rhythm

Create Plays using the buyer intent signals from LeanData to automatically prompt sellers to follow up on buyer activity when it matters most. Plays are prioritized by Conductor AI in the Rhythm focus zone so that reps stay focused on the buyers and deals that are most likely to help them hit their number.

The LeanData  integration shares the following buyer intent signals with Salesloft:

  • Relevant campaign activity data for contacts associated with all active opportunities
  • Relevant campaign activity data for all contacts associated with priority accounts

Uses the Salesloft Rhythm integration .

Live Feed Buyer Intent signals from LeanData create notifications in users’ Live Feed, making it easy to stay on top of buyer activity without switching between apps.

Cadence Our seamless integration allows you to automatically distribute leads and contacts to sales cadences for the most relevant buyer engagement. By automating this process, you can instantly determine the right cadence and the right reps to initiate engagement based on contextual lead and contact information.

Media

Less Clicks, More Calls with Automatic Enrollment in SalesLoft Sales Cadences Directly from LeanData

Assign a cadence based on campaign, activity or interest.

LeanData audit logs provide a trail of leads and contacts routing.

Less Clicks, More Calls with Automatic Enrollment in SalesLoft Sales Cadences Directly from LeanData

Assign a cadence based on campaign, activity or interest.

LeanData audit logs provide a trail of leads and contacts routing.

Setup

Additional details To get started with the LeanData Salesloft integration:

  1. 1.In Salesloft, set your Cadences to "Team Cadence" to be visible in LeanData
  2. 2.Within LeanData, select Admin >> Integrations >>  "Authorize Salesloft"
  3. 3.Requires Salesforce Admin permissions and access to Modify All Datas or Customize Applications.
  4. 4.Once authorized, place the Salesloft node into your LeanData graphs to route Leads and Contacts directly into Cadences.
  5. 5.Once People are added successfully to a Cadence, LeanData Audit Logs will show the People's audit trail.

Find step-by-step installation instructions for the Salesloft integration in our help center.

FAQ

Do I need a specific license to use the LeanData + Salesloft integrations? arrow-right icon

The Salesloft integration is available for customers with Advanced or Premium Platform package

How do I enable the Rhythm integration? arrow-right icon

Navigate to LeanData > Integrations > Salesloft Rhythm to get started

Do I need to set up multiple integrations between Salesloft and LeanData? arrow-right icon

To access all LeanData integration functionality in Salesloft, you should enable both the "Salesloft" and the "Salesloft Rhythm" integrations.

What is the average time it takes to install this integration? arrow-right icon

If LeanData and Saleloft are both installed, the LeanData+Salesloft integrations can be setup and ready to use in minutes.

Is there a limit to how many times the integration node is used? arrow-right icon

No, the Salesloft node can be added anywhere in your lead or contact graph, as many times as your revenue process requires.

Resources

Engage the Full Buying Group With Salesloft + LeanData image\ \ Engage the Full Buying Group With Salesloft + LeanData

Tips & Tricks: Using the Salesloft Node in LeanData image\ \ Tips & Tricks: Using the Salesloft Node in LeanData\ \ In this installation of LeanData's Tips & Tricks series, Kevin Au will walk you through how to get started with the Salesloft integration node. \ \ Watch Video

LeanData+Salesloft Integration Data Sheet image\ \ LeanData+Salesloft Integration Data Sheet\ \ Decrease your lead response time by automatically engaging prospects through LeanData's integration with Salesloft. \ \ Download PDF

LeanData+Salesloft Integration Guide image\ \ LeanData+Salesloft Integration Guide\ \ Ready to get started? Access  step-by-step instructions to get setup and started with the LeanData+Salesloft integration.\ \ View Installation Instructions

Resources

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Sales Intelligence & Data

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Technology

Rhythm

Resources

Website

Request a Demo

Support

Documentation

Terms of Service

Categories

Technology

AI & Automation

Sales Intelligence & Data

Partner Type

Featured

Popular

Technology

Rhythm

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