You can add participants and send submission data from your projects automatically to Salesloft by using our native Salesloft integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Salesloft's card.
If you're not currently logged into your Salesloft account, you'll be prompted to do so.
When logging in and creating a connection for the first time, you will be asked for authorization, in order for involve.me to connect to your Salesloft account. Just click "Authorize" and you'll be all set.
Once you finish completing the above steps, you'll be able to see the name of the connection you just created, and the connection's date of creation.
Data Mapping for the Salesloft Integration
The integration will send email and default data automatically.
In order for your list to accept more data, make sure to add Person fields in Salesloft accordingly.
Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings, which is where you can map the involve.me fields to the integration fields.
Default Custom Fields That Are Already Predefined by Salesloft
Default Custom Fields That Need to Be Created Beforehand
If you want to receive data for the below fields, then you'll need to create them in Salesloft exactly as shown in the column "Salesloft Fields". All fields work with the type "Text".
Correctly answered questions
Calculators by ID (eg. ca_xxxxxxx)**
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data From Question Elements
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
involve.me submissions can not only create custom fields but also assign tags in Salesloft automatically.
In your project’s integrations setup under the “Manage Tags & Custom Fields” button, you can turn on tags for different kinds of submission data:
Answers from questions
When an opt-in checkbox was ticked
Tags will allow you to trigger different actions in your Salesloft account or help you organize incoming data. Please be aware that in order to have tags set you do not need to also setup custom fields, they can be used independently.
Good to Know
Salesloft handles the organization name as an account, and an account is only created if you collect the person's organization name/company and their website.
The data on existing people will be updated when the same email is sent again.
If you have configured a Salesloft integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.