Salesloft
Tracecast integrates with Salesloft to easily add leads to relevant cadences.
Connect your Salesloft account
To connect your Salesloft account, navigate to the Tracecast integrations tab and press “New”. Then, click on “Salesloft”, name your integration, and click “Next”.
Connect your Salesloft account
Name your Salesloft integration
On the next page, click “Connect account”. This will direct you to a Salesloft authorization page. If you aren’t already logged in to your Salesloft account, you’ll be prompted to log in first.
Salesloft integration detail page
Salesloft integration authorization page
After you click “Authorize,” you will be directed back to your Salesloft integration in Tracecast. If your authorization is successful, the integration will be listed as “Active.”
Salesloft integration active
Revoke your Salesloft integration
You can revoke your Salesloft integration at any time. To do so, navigate to your integration and click “Revoke Salesloft integration“. After you confirm your decision, your integration will be deleted from your Tracecast account.
Revoke your Salesloft integration
Add leads to Salesloft cadences in Tracecast
Once your Salesloft account is connected, you can add leads to cadences from within the Tracecast platform.
Add to cadence from chat
Any leads retrieved in the Tracecast chat can be added to a cadence. Simply click the “Add to cadence” button in the chat interface.
Add to cadence from chat
Tracecast AI will automatically match your leads to the most relevant cadence based on its contents, but you can always override its decision.
Add to cadence from chat
Once you decide on a cadence, Tracecast AI will add the leads and provide an overview of which leads were successfully added.
Add to cadence from chat
Add to cadence from a lead view
Leads can be added to a Salesloft cadence from any Tracecast lead view. Select leads and click “Add to cadence.”
Add to cadence from lead view
View Salesloft activity history
Navigate to the Activity Log to view all Salesloft actions you've taken from within Tracecast.