Salesloft Integration

Easily connect Salesloft with Leadinfo. Once you connected the accounts you can add a timeline event to the company in Salesloft. Allowing you to have access to valuable insights of your website visits in Salesloft!

Why Connect Salesloft to Leadinfo

Before you set up the integration, let's dive deeper into what the benefits of connecting Salesloft to Leadinfo. First and foremost, with the integration you can:

๐Ÿ”— Link website visitors to existing companies within Salesloft

๐Ÿ†• Send a website visitor of as a new company within Salesloft

๐Ÿ’ป View the visited pages of said company within Salesloft


This allows you to integrate the information from Leadinfo into your current sales flow. 

Please note ๐Ÿ“ The pages a company visits will be shared after the connection has been made. Sending over pages does not work retro-actively. 

How do I set up the Salesloft integration?

 

Step 1: Log in to the Leadinfo portal and go to settings.

Step 2: Under integrations, select โ€œSalesloftโ€ and click on "Connect to Salesloft".

Step 3: Login with your Salesloft account or if you're already logged in it will automatically create the connection.

How do I connect companies from Leadinfo to Salesloft?


No data is shared with Salesloft until you connect a company. You can do this from the company profile in the inbox.

Step 1. Go to the company profile you want to connect.

Step 2: Click on the button "Link to Salesloft" in the right corner.


Step 3:
Connect the company to Salesloft. You can do this in two ways:

Step 3.a Does the company already have a profile in Salesloft? Search for the company you would like to connect it to and click on โ€œConnectโ€.


Step 3.b
Do you want to create a new company in Salesloft? Select the correct account manager, give the company a name (prefilled) and click on โ€œCreate and linkโ€.



Step 4:
You will immediately find the company in Salesloft.

What information is shared?

When you create a new company from the inbox, Leadinfo will share the following information with Salesloft:

  • Company name

  • Company domain name

  • Description

  • Phone number

  • Founded

  • City

  • Region

  • Postal code

  • Country

  • Street

  • Year Founded

Good to know ๐Ÿ“ We never view the data of your CRM ourselves. The system only needs authorization, so Leadinfo can transfer the data to your CRM environment.