Documentation Index

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Configure Salesloft

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About

Salesloft acts as a trusted teammate for your sales reps, helping automate and streamline outreach tasks. It tracks interactions, manages communications, and offers insights, so your team can spend more time connecting meaningfully with prospects.

Steps to Setup

  1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button.

  2. Select the Salesloft data source, and it will open a sidebar to configure the connection details.

  1. Enter a unique connection name to identify the connection.

  1. Select a historical date to sync from.

  1. Select the sync frequency, time, and time zone to trigger the sync.

  1. Click "Connect"

  1. Log in using your credentials in the  Salesloft SSO pop-up.

  1. Click "CONFIRM MAPPING" to confirm mapping.

  1. A data source will be added, and you will be able to view the sync status.