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Configure the SalesIntel-Salesloft Integration

Updated

SalesIntel's Salesloft integration allows users to export up to 200 contacts at a time to Salesloft for prospecting use cases. The integration exports People records along with their associated accounts.

Salesloft configuration may be locked by an administrator. In this case, each user will still connect SalesIntel to Salesloft, but they will not be able to adjust general settings or field mappings and will see an info message accordingly. 

Connect SalesIntel to Salesloft

 

1. Login to SalesIntel at https://app.salesintel.io.

2. Go to the Salesloft Settings for SalesIntel located under the Settings > Integrations drop down menu

3. Complete the Salesloft login prompts to authenticate the connection.

You are now connected to Salesloft and will be prompted to configure your field mappings in SalesIntel.

General Settings

  • Duplicate Resolution: Choose a default resolution or leave "Prompt" to ask before each export. Duplicates are assessed by matching on email address (contacts) or company name/website (company). Resolution options are as follows:
    • Always Skip: Always skip duplicates. No data for this record is exported and no charges incurred.
    • Always Update: Update the record. Overwrite settings in Field Mappings will be respected.
    • Always Append: Only fill in empty fields on the record, regardless of overwrite settings.
  • Prompt for Cadence: Shows a list of cadences to which the contact can be optionally added during export.
  • Prompt for Tags: Allows the user to optionally add tags to the contact for tracking and organizational purposes.
  • Prompt for Contact Owner: Shows a list of Salesloft users to which the contact can be assigned during export. Turning off this prompt will prevent any SalesIntel records from being assigned to contact owners during export.
  • Set Contact Owner to Current User: Automatically sets the user as the owner without prompting. Only this option or the prompt may be engaged, not both at once.
  • Create New Accounts: Creates a new account if there is no existing matching account for the exported contact or company.
  • Orphan Records: Allows orphan contact records to be created if there is no matching account. Only this option or the new accounts option may be engaged, not both at once. This does not overwrite any settings that may automatically create corresponding accounts in Salesloft.

Field Mapping

Choose what data to make available in Salesloft with your export and to what field to write that data. Repeat this process for each record type.

1. Go to the "Mapping" tab in the sidebar

2. Choose the Salesloft field to which to map each SalesIntel field, or choose "-- skip -- " to skip that field. Selecting "Allow Overwrite" for the field applies only to mapped fields. If the field is mapped and "Allow Overwrite" is enabled, data in that field for that Salesloft record may be overwritten with new SalesIntel data during the export process. Without this setting, only new data will be appended when the field is currently empty.

3. Click "Save" to update the choices.

Learn more about the available fields and field types in this article.

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