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Slack Integration
Real time Slack alerts on your sales engagement
Modern sales teams are already
using Slack to communicate and
collaborate with their colleagues
and share news of deals won.
Now, you can integrate Slack with
SalesLoft to get real-time alerts to
any Slack channel you’d like on the
SalesLoft activity that matters most.
Get started by
navigating to your
team settings.
From the Team Settings menu, select “Integrations.”
Your SalesLoft integration options will appear.
Click “Configure” and “Add To Slack.”
SalesLoft will generate Slack usernames for
your team members based on their email
address. For example, if your email address
is jessica.brown@salesloft.com, SalesLoft
will enter your Slack username as
jessica.brown. If this is incorrect, instruct
your team to head to “Profile” to update
their Slack username.
Use automation rules to power your Slack
integration and improve the
communication of your sales team.
You can configure Slack notifications for the following
SalesLoft triggers:
● When a person changes in SalesLoft
● When a success is recorded for a person
● When a person clicks a link in an email
● When a person replies to an email
Common Slack Automation Rules
Alert your team when important information
about a prospect changes, for example when a
marketing score reaches a certain threshold or
a stage changes.
Notify channel when a person
changes
Never miss the opportunity to capitalize on the
interest of your key strategic sales. Instantly
alert your team when a prospect in your target
segments click a link or reply to an email.
Notify channel when a person clicks
a link or replies
Notify channel
when a success is
logged
Never miss the opportunity to celebrate a deal won or
notify your implementation team of a new account instantly
with this rule. Set your when trigger as “When a success is
logged for a person” and customize the rule as needed.
Learn more about how to make the most of SalesLoft at
learn.salesloft.com

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SalesLoft U: Slack Integration for SalesLoft

  • 1. Slack Integration Real time Slack alerts on your sales engagement
  • 2. Modern sales teams are already using Slack to communicate and collaborate with their colleagues and share news of deals won. Now, you can integrate Slack with SalesLoft to get real-time alerts to any Slack channel you’d like on the SalesLoft activity that matters most.
  • 3. Get started by navigating to your team settings.
  • 4. From the Team Settings menu, select “Integrations.” Your SalesLoft integration options will appear. Click “Configure” and “Add To Slack.”
  • 5. SalesLoft will generate Slack usernames for your team members based on their email address. For example, if your email address is jessica.brown@salesloft.com, SalesLoft will enter your Slack username as jessica.brown. If this is incorrect, instruct your team to head to “Profile” to update their Slack username.
  • 6. Use automation rules to power your Slack integration and improve the communication of your sales team. You can configure Slack notifications for the following SalesLoft triggers: ● When a person changes in SalesLoft ● When a success is recorded for a person ● When a person clicks a link in an email ● When a person replies to an email
  • 7. Common Slack Automation Rules Alert your team when important information about a prospect changes, for example when a marketing score reaches a certain threshold or a stage changes. Notify channel when a person changes Never miss the opportunity to capitalize on the interest of your key strategic sales. Instantly alert your team when a prospect in your target segments click a link or reply to an email. Notify channel when a person clicks a link or replies Notify channel when a success is logged Never miss the opportunity to celebrate a deal won or notify your implementation team of a new account instantly with this rule. Set your when trigger as “When a success is logged for a person” and customize the rule as needed.
  • 8. Learn more about how to make the most of SalesLoft at learn.salesloft.com