To integrate Influ2 with Salesloft, you need to first go to Settings → Integrations → Salesloft and press the ‘Connect’ button there.
After the initial connection, you need to set up proper data exchange between Influ2 and Salesloft. For this, go to the integration settings in Settings → Integrations → Salesloft. You’ll see two tabs there:
- Connection. This tab shows your daily usage of requests sent to Salesloft. Salesloft limits the number of requests to 250,000/day.
- Notifications. Here you can set up notifications about prospects’ or accounts’ engagement that you want to pass from Influ2 to Salesloft.
Now, let’s look at the ‘Notifications’ section more closely.
How to set up notifications
In the ‘Notifications’ section, you can set which objects in Salesloft should get real-time notifications and in which cases. For instance, you can get notifications about targets’ clicks or impressions.
1. Navigate to Settings → Integrations → Salesloft → Notifications.
2. Switch the ‘Send notifications’ toggle to active notifications.
3. Checkmark which of the target’s activity should prompt a corresponding notification in Salesloft. Available activities include ad Impressions, Clicks, Visits, and Goals.
4. In the ‘Threshold’ column choose a value for each activity like the number of impressions. Activities like Clicks, Visits, and Goals have a threshold value set as ‘All’ by default.
5. Check the ‘Last sent’ and ‘Last modified’ columns to see when was the last time each activity was modified and prompted a notification.
6. Repeat the steps for the 'Account' object. Please note that accounts don't contain the 'Goals' field.
7. Press 'Save' to activate all the settings.
Data Access Overview
Influ2 integrates with your Salesloft instance to access specific data points. Below is a breakdown of the data being pulled, its usage, and the required permissions.
Cadences
What is accessed: All non-archived cadences.
How it’s used: Enables audience segmentation by Salesloft Cadence in the Cohort Designer.
Data attributes pulled:
- Cadence_id: Unique identifier for each cadence.
- Name: Cadence name.
Prospects
What is accessed: Prospects actively participating in selected cadences via Cohort Designer.
How it’s used: Matches and targets prospects for campaigns.
Data attributes pulled:
- Person_id: Unique identifier for the prospect.
- First_name: Prospect’s first name.
- Last_name: Prospect’s last name.
- Email address: Prospect’s email address.
- Title: Prospect’s title.
- Account_id: Identifier for the prospect’s associated account.
Accounts
What is accessed: Accounts associated with the synced prospects.
How it’s used: Matches and targets prospects linked to accounts.
Data attributes pulled:
- Account_id: Unique identifier for the account.
- Name: Account name.
Users
What is accessed: Active Salesloft users (status = "true").
How it’s used: Aligns marketing and sales teams.
Data attributes pulled:
- User_id: Unique identifier for the user.
- Name: User’s display name.
- Email: User’s email address.
Actions
What is accessed: Actions tied to selected cadences, filtered by "In progress" status.
How it’s used: Tracks the position of prospects within specific cadence steps to manage their journey.
Data attributes pulled:
- Action_id: Unique identifier for the action.
- User_id: Identifier for the assigned user.
- Person_id: Identifier for the related prospect.
- Step_id: Identifier for the cadence step.
Integration User Permissions
To enable seamless data synchronization, the Integration User in Salesloft must have an Admin role. This ensures access to all required data for integration.