In this guide, you will learn how to connect CloudTalk with Salesloft, including prerequisites, authentication steps, and customization options.
User level: Admin
Looking for information on how calls are handled and data is synced?
Prerequisites
Before you begin, ensure that:
Your CloudTalk account is on an Essential, Expert, or Custom plan
You have an active Salesloft account
You hold admin rights in both CloudTalk and Salesloft
The email address you use in CloudTalk must match exactly with the email address in your Salesloft account
Configure Salesloft
Login to your CloudTalk Dashboard.
Go to Account -> Integrations.
In the Add Integration section, find Salesloft. Scroll over the company icon and click
+ Add.
Optional - Give your integration a unique name (useful for companies with separate Salesloft integrations for different teams)
Under the Workflow Settings header, click
New Authentication.
You will be redirected to Salesloft, where you must login to your account. After logging in to Salesloft, this tab will close.
Click
Finishto save your authentication.
Customize your integration
To only log calls for specific CloudTalk numbers, add desired numbers to the Connected numbers section of the Salesloft Integration page.
To only log SMS messages for specific CloudTalk numbers, add desired numbers to the Connected numbers for SMS section of the Salesloft Integration page.
Check the top of the page - make sure your Integration is set to Active.
When changing settings, always click
Save.
Need help or have a question? Just reach out through our Support portal — we’re here for you.