This article will talk briefly about how Salesloft's data transfers and synchronizes into the CloudTalk interface. There's a separate article for help with integrating Salesloft into CloudTalk.

How It Works

Contacts

Contacts are imported when you first add the integration. Afterward, any new or updated contacts in CloudTalk or Salesloft are synchronized immediately after you changes are saved from either interface.

Contacts are merged when multiple Salesloft Contacts have the same phone number, email address, or name. See Merging Contacts for details.

CloudTalk Contact

Salesloft Person

Name

First & Last Name

Phones

Public, Home & Mobile Numbers

Emails

Email Address

Tags

salesloft and all Salesloft person tags

Title

/

Company

Related Account Name

Industry

Related Account Industry

Website

Related Account Website

Address

Related Account Street

City

Related Account City

Zip

Related Account Zip Code

State

Related Account State

Country

/

Favorite agent

Person owner (if owner's email is also a CloudTalk agent email)

Calls

  • Create Call activities in Salesloft for CloudTalk calls

    • Users can limit the calls which are sent out by assigning specific CloudTalk numbers in the Connected numbers section. See Additional Info in this guide to configuration for help.

    • Calls are linked to their Salesloft person and account.

    • Calls do not currently appear in the Call section of Salesloft. Please contact Salesloft if you'd like to request this feature.

    • Inbound missed calls are assigned to the Salesloft user who initially added the integration.

CloudTalk Call

Salesloft Call Activity

Contact

Person

Agent

Owner

Inbound calls → CloudTalk number

Outbound calls → Contact's number

To

Duration

Duration

Call information, including:
→ Call notes

→ Call tags

→ Call recordings

Notes

SMS

  • Create notes in Salesloft for CloudTalk SMS

    • Users can limit the SMS messages which are sent out by assigning specific CloudTalk numbers in the Connected numbers for SMS section. See Additional Info in this guide to configuration for help.

    • SMS messages are linked to their Salesloft person and account.

    • Inbound SMS notes are always assigned to the user who user who initially added the integration.

CloudTalk SMS

Salesloft Note

Subject

Inbound SMS or Outbound SMS

Contact

Person

SMS message

Note


Related Links

How to Configure my Salesloft integration

How CloudTalk Merges Contacts

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