What is the Salesloft Integration
Salesloft is a Sales Engagement platform that enables sales organizations to maximize prospecting productivity and optimize their sales execution through automated email cadences and workflows.
The Salesloft integration for RollWorks allows your sales reps to take timely action on a contact from within the CRM, by allowing them to push contacts directly into a sales engagement cadence. With this integration, they can streamline their prospecting efforts and turn insights into action to ensure that they are engaging contacts at the right time.
With this integration, your sales reps can:
- Easily see which Salesloft cadences contacts have already been added to from within the Sales Insights widget in Salesforce or HubSpot CRM.
- Add one or multiple contacts to a Salesloft cadence from within the Sales Insights widget in Salesforce or HubSpot CRM.
Who can access
In order to use the Salesloft integration for RollWorks, you should have the following:
- Any paid Salesloft subscription
- An eligible RollWorks package:
| Your Package | Salesloft Integration |
|---|---|
| Standard Advertising | Not Included |
| Advanced Advertising | Not Included |
| Advanced Advertising with Sales Insights | Included |
| ABM | Included |
| ABM with Advanced Advertising | Included |
| Starter (Legacy) | Included |
| Standard (Legacy) | Included |
| Professional (Legacy) | Included |
| Ultimate (Legacy) | Included |
| Free Tier | Not Included |
To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.
Requirements
The Salesloft & RollWorks Integration is powered by our Sales Insights feature. Before you continue connecting Salesloft to RollWorks you must complete the initial Sales Insights configuration with your CRM and assign at least one seat to your sales team. Choose your CRM and complete this step first:
| Use Salesloft in... | Pre-requirements |
|---|---|
|
RollWorks |
No pre-requirements. Continue reading this article. |
|
Salesforce |
1. Connect Salesforce to RollWorks. 2. Configure Sales Insights seats with Salesforce. |
|
HubSpot |
1. Connect HubSpot to RollWorks. 2. Configure Sales Insights seats with HubSpot. |
Once the pre-requirements above have been completed you can proceed with connecting Salesloft to RollWorks.
Connecting Salesloft to RollWorks
- Log in to RollWorks and navigate to Integrations.
- Under the section Sales Engagement find the Salesloft card.
- Click Connect.
- In the next screen, click Connect.
- In the next screen, enter your Salesloft credentials and log in.
You are all set, you will see a confirmation message on the screen indicating Salesloft is connected to RollWorks.
The integration could take up to an hour to take effect
It can take up to an hour for the two platforms to effectively connect before you can start using this integration.
Next Steps
After you connect Salesloft to RollWorks your sales reps will be able to add contacts directly into a sales engagement cadence from within your CRM’s account/company records or in the RollWorks platform. From there they can:
- Easily see which contacts have already been added to a Salesloft cadence from within the Salesforce Sales Insights widget or HubSpot Sales Insights widget.
- Add one or multiple contacts to a Salesloft cadence from within the Sales Insights widget in Salesforce or HubSpot CRM.
Click here to learn more about how your sales teams can use the Salesloft integration to optimize their prospecting efforts.