Cloud Steps: SalesLoft
The SalesLoft step in PlayMaker helps you assign a Cadence to a SalesLoft user to run against a prospect. This integration allows you to easily manage assigning and running Cadences from within Engagio without the need for an SalesLoft user to sign-into Engagio--letting each team use the most comfortable workflow.
Setting Up SalesLoft in Engagio
SalesLoft has two components:
- A tenant-level integration which an admin will need to set-up.
- Go to Settings > General > Integration.
- Click on the "Create Data Source" button and select SalesLoft.
- Confirm "Is Active" toggle is turned on and click the "Save" button.
- A user-level integration which any user that wants to access their own Cadences will need to set-up.
- Go to Settings > My Profile > Connected Accounts.
- Click on the "Connect" button for SalesLoft which will give you a pop-up.
- Select "Connect Account" and you will be redirected to authorize your SalesLoft account.
- Once competed, you will receive a confirmation that you can close out.
After connecting, you will have the option to toggle the "Require Approval" for the specific user account.
Important Notes About Set-Up:
- An individual user does not need to connect their SalesLoft account to use the SalesLoft step in PlayMaker. Once any SalesLoft account is set-up in Engagio, any Engagio user can add the step, but will only be able to select Cadences from connected SalesLoft users.
- There is no need to have SalesLoft users who will only be assignees to have an Engagio account.
Executing the SalesLoft Step in PlayMaker
This step's purpose is to assign a Cadence to an SalesLoft user to run.
1. Select a Prospect ("To") from the dropdown.
2. Select a "SalesLoft Assignor" from the dropdown. The user can be any SalesLoft user that has connected their account into Engagio, including yourself. The selected user here will determine which Assignees and Cadences you will be able to see and select.
3. Select an "SalesLoft Assignee" from the dropdown. The assignees shown here are determined by the SalesLoft user selected earlier and who they can assign to. You are able to assign to yourself, as well.
3. Select a "Cadence" from the dropdown. The Cadences shown here are determined by the SalesLoft user selected earlier and which Cadences they have access to.
- Team Cadences are available for all.
- You can only view, access, and assign Private Cadences when the selected SalesLoft User and Assignee are the same person. See Common Errors for what can happen here.
4. An "Approver" is optional and will only appear if toggled on under Connected Accounts (see set-up).
The prospect will be added to the appropriate Cadence immediately following the execution of the step and will be visible in the assignee's SalesLoft Cadence dashboard.
Important Notes About SalesLoft:
- If a prospect is already being targeted in another Sequence, you will receive an error stating so and will not be able to complete the step.
- "Invalid entry selected for Cadence given selection in Salesloft User" - This will occur prior to step execution when you try to assign a Private Cadence to a user that doesn't have access.
- "Cadence is not owned by the provided user and is not a Team Cadence" - This will occur at step execution when you try to assign a Private Cadence to a user that doesn't have access.