Salesloft

Salesloft is a cloud-based sales engagement platform designed specifically for B2B sales. If you'd like to learn more about our partner Salesloft you can reach them directly at [email protected] and let them know that you're interested in seeing the Unaric Prospect + Salesloft integration as part of your Salesloft demo.

Integrate Salesloft with Prospect

Open the Prospect Chrome Extension and click the Settings gear icon.

Go to the Company-Wide Settings tab and Integrations.

On the Salesloft card, change the toggle switch from Disabled to Enabled.

Using Salesloft from Prospect

After enabling integration, all of your Prospect Chrome Extension users will now see an additional Import to Salesloft action button below all Salesforce Contacts and Leads within the Prospect Chrome Extension.

Click Import to Salesloft to initiate a regular import. You can either create a New Person or Update a Person in Salesloft. This process behaves in the same way as the native import Salesforce into Salesloft from the CRM: if a Person already exists in SalesLoft with the Same Salesforce CRM ID, the platform will highlight these records accordingly.

Click Finish Import and Add to Cadence.

Select a Salesloft Cadence.

Click Add to Cadence to finish.

If you try to import an existing Salesloft Person (with the Same Salesforce CRM ID), Salesloft will highlight these records accordingly