What's Included In The Integration?

Salesloft data objects:

• Cadences
• Steps
• People (Prospects)
• Users (Sales Reps)
• Teams
• Accounts
• Opportunities
• Activities (Calls, Emails, Other)

Salesloft activities:

• Cadence started/completed
• Email sent/opened/clicked
• Call logged
• Meeting booked
• Task completed
• Person status changed

Airfold actions:

• Retrieve Salesloft data
• Create/update Salesloft records
• Generate custom reports
• Create AI-powered insights
• Track key metrics (e.g., email open rates, call connection rates, cadence completion rates)
• Trigger actions in Salesloft based on Airfold insights

How to Set It Up

1. Log in to your Airfold account and navigate to the Integrations page.
2. Find and select the Salesloft integration.
3. Click "Connect" and you'll be prompted to authenticate with your Salesloft account:
   • You may need to log in to your Salesloft account if not already authenticated
   • Grant the necessary permissions for Airfold to access your Salesloft data
4. Once authenticated, choose which Salesloft data objects you want to sync with Airfold.
5. Set up the sync frequency (real-time, hourly, daily, etc.).
6. Configure any custom fields or mappings between Salesloft and other data sources in Airfold.
7. Set up any specific automations or workflows you want to create between Salesloft and Airfold.
8. Optionally, configure advanced settings such as cadence performance tracking or custom metrics calculations.
9. Save your settings and start using Salesloft data in your Airfold dashboards and reports.