Salesforce Integration Overview

Salesloft’s CRM Sync for Salesforce offers a streamlined, customizable bidirectional integration that automatically records sales activities like calls and emails with over 30 data properties, enables workflow optimization via a Chrome extension, supports automation rules to reduce manual tasks, and provides comprehensive real-time sync logs for transparency and control across Leads, Contacts, Accounts, and Opportunities.

header Salesforce image

Salesforce

Unleash the power of Salesloft and Salesforce with Salesloft’s CRM Sync! Salesforce users can enjoy a streamlined setup, bidirectional data syncing, activity logging, automation rules, and more. Empower your revenue team today to drive even more value with CRM Sync for Salesforce.

Description

Automatically Record Activities to Salesforce

Monitoring and tracking sales activities is a crucial element of what makes Salesforce so effective. With CRM Sync, all calls made and emails sent in Salesloft are automatically recorded as activities in Salesforce. No manual updating — just one cohesive view of your activity. Salesloft provides over 30 activities properties that can be pushed to the CRM including call duration, call disposition and sentiment, email activity counts and cadence identifiers, for deep insight into every activity.

Key benefits

Real-Time Bidirectional Sync

Easy to set up, customizable bidirectional sync keeps Leads, Contacts, Accounts and Opportunities updated and accurate across both platforms, automatically.

Bring Salesloft into your CRM

Optimize workflow using the Salesloft Connect Chrome extension in your CRM. Import records and run Cadence workflows directly within Salesforce.

Automation Rules

Let Salesloft do the heavy lifting in Salesforce. Easily apply automation rules to execute manual, repetitive processes. Create rules including multiple actions built on a single set of criteria. Administrators can maintain full control over the flow of data in and out of the system and standard criteria can be set across the sales team, preventing duplicate communications at the account-based level.

Comprehensive Sync Log

This is why Sales Operations leaders love Salesloft. Salesloft provides complete transparency and valuable insight into what data is being transferred with a real-time log of all sync activities, including their status and outcomes. Review all the details on fields, records, time, and direction. With sync logs, Administrators can easily monitor the data transfer between platforms, easily retry failed syncs and troubleshoot mapping errors, should they arise.

Field Mapping

Auto-map standard fields from your CRM to Salesloft and easily set up your team’s instance in no time. Administrators have the ability to choose which platform takes the priority for each data field while syncing.

Your Data is Serious Business. We Make Safeguarding it Our Business.

Automated sync should only be done with proper safeguards to prevent scenarios that could lead to data degradation.