Salesloft
Dial due Salesloft phone actions in parallel, log calls with both disposition and sentiment, and manage cadence membership from the dialer.
What the Salesloft integration does
Salesfinity's Salesloft integration loads your due phone actions and call tasks into the parallel dialer and writes each connected call back to Salesloft with both a disposition and a sentiment, plus the recording. It also imports cadences and their steps, people, notes and emails, and lets reps add people to a cadence or remove them from one based on how the call went.
What comes in from Salesloft
Due phone actions and call tasks assigned to you.
People, including custom fields, plus account records.
Cadences and cadence steps, so the rep sees which step a person is on.
Call dispositions and call sentiments, both read from your Salesloft instance.
Notes and emails on the person, shown on the dialer card. Email bodies can be filled in from a connected Gmail account when Salesloft only returns metadata.
What gets written back to Salesloft
A call activity for every connected call, with duration, the number dialed, the recording, the disposition, the sentiment and the call notes.
Task completion on the associated Salesloft task.
Cadence membership changes: add a person to a cadence, or remove them from an active cadence membership.
Call notes written onto the person record.
People created, updated or deleted, and accounts created or updated.
Corrected phone numbers written back onto the person's phone fields.
Dispositions and sentiments
Salesfinity maps both halves of Salesloft's call outcome model, so a call carries a disposition and a sentiment rather than collapsing to one field.
Because both come from your own Salesloft configuration, existing cadence reporting and sentiment analysis keep working.
Common use cases
Clearing a day of cadence phone steps in one sitting
A rep has dozens of phone steps due across several cadences. Salesfinity pulls those phone actions with the person and cadence step attached, dials in parallel, and connects the rep only on live answers. Each conversation is logged to Salesloft with a disposition and sentiment and the step is completed.
Pulling a person out of a cadence after a clear no
A prospect says they are not the right contact or asks to stop. The rep sets the outcome in Salesfinity and the person's active cadence membership is removed in Salesloft, so no further automated emails go out.
Reading the email thread before the prospect says hello
Parallel dialing gives a rep very little warning before a connect. Salesfinity shows the person's Salesloft notes and prior emails on the dialer card, and can fill in email bodies from a connected Gmail account, so the rep opens with context instead of a cold script.
How to connect Salesloft to Salesfinity
In Salesfinity, open Settings → Integrations.
Find Salesloft and click Connect.
Sign in to Salesloft and approve access. Salesfinity records your Salesloft user so activity is attributed to you.
Salesfinity reads your call dispositions and call sentiments so both can be mapped to Salesfinity outcomes.
Go to Contact lists, choose Salesloft as the source, and load your due phone actions or a cadence into the dialer.
Frequently asked questions
Does Salesfinity log calls back to Salesloft?
Yes. Each connected call is written to Salesloft as a call activity carrying the duration, the number dialed, the recording, the call notes, and both the disposition and the sentiment.
Does Salesfinity support Salesloft sentiments as well as dispositions?
Yes. Salesfinity reads both your call dispositions and your call sentiments from Salesloft and maps its outcomes onto both, rather than writing only a disposition.
Can Salesfinity remove someone from a Salesloft cadence?
Yes. Salesfinity can add a person to a cadence and can remove them from an active cadence membership after a call. It can also create, update and delete people in Salesloft.
Can reps see previous Salesloft emails while dialing?
Yes. Notes and emails on the person are shown on the dialer card. If Salesloft returns email metadata without the body, Salesfinity can fill the body in from a connected Gmail account.
Is the Salesloft connection per rep or per team?
Per rep. Each user connects their own Salesloft account over OAuth, which is how calls and completed tasks land under the right Salesloft user.
Need more guidance
on how to integrate ?
Other Integrations
