To add Salesloft, go to the Integrations Page in Calixa, click add integration, then click on the Salesloft logo, and follow the steps. You'll be prompted to log into your Salesloft account to grant access to Calixa.
You will need to be a Salesloft admin to complete the initial integration process. Each Calixa user that will be using Salesloft actions is required to link their own Salesloft account from the Integrations Page.
Once complete, Calixa will begin backfilling Salesloft cadence data. You can view and filter on this data by selecting Salesloft from any of the console's property selectors.
These properties can be included in your Views as well.
The Salesloft integration allows you to add a user to an existing cadence from the user actions dropdown. After selecting "Add to cadence" you will be prompted about which cadence you would like them to be added to.
You can also choose to automatically add PQLs into Salesloft cadences. First, go to the Automations page in Calixa. Next, set up the trigger with your PQL criteria. Lastly, select the Action “Add to cadence” and choose a cadence.
Updated 5 months ago