Salesloft

Overview

Org admins can connect their Rep.ai organization with Salesloft via OAuth to begin syncing contacts and accounts from Salesloft to Rep.ai. Salesloft call tasks and cadences can also be used as a dial list in the Rep.ai dialer, with the ability to log call dispositions back to Salesloft.

Shared Data

The integration allows the user to connect Salesloft via OAuth from their Rep.ai account. Once connected, we create a mapping between Salesloft and Rep.ai accounts, then sync accounts and people from Salesloft to Rep.ai using an initial sequential sync via the API and then we keep the data in sync going forward using webhooks. The Rep.ai user can then use the Rep.ai dialer to call prospects in a cadence either one-at-a-time or using the parallel dialing feature.

OAuth Connection

Rep.ai uses OAuth to connect to your Salesloft account. Currently, connection requires the following scopes:

• Accounts: Manage

• Accounts: Read

• Activities: Read

• Activities: Write

• Admin: Read

• Audit Reports: Manage

• Audit Reports: Read

• Audit Reports: Write

• Cadences: Delete

• Cadences: Manage

• Cadences: Read

• Calls: Manage

• Calls: Read

• Crm: Read

• Dialer Recordings: Read

• Emails: Read

• Emails: Write

• External Id: Manage

• External Id: Read

• External Id Configuration: Manage

• External Id Configuration: Read

• Groups: Write

• Notes: Delete

• Notes: Read

• Notes: Write

• Notifications: Write

• People: Delete

• People: Read

• People: Write

• Signal Registrations: Manage

• Signal Registrations: Read

• Signals: Write

• Tasks: Read

• Tasks: Write

• Workflow: Delete

• Workflow: Read

• Workflow: Write

Salesloft configuration

Salesloft requires specific configuration to function properly with Rep.ai. In particular, neither Dispositions nor Sentiments should be set as required fields when submitting a call record. You can review and modify your configuration settings via the appropriate Salesloft dashboard section.

FAQ

• Q: Does Rep.ai overwrite any Salesloft? A: No, the Rep.ai integration with Salesloft only syncs data down from Salesloft.

• Does the Rep.ai dialer support parallel dialing? Yes, Rep.ai supports dialing up to nine numbers at a time.

How Sync Works

Once connected, Rep.ai will perform an initial sync from Salesloft. The following items are pulled from Salesloft and associated with records in Rep.ai, creating new records in Rep.ai as needed:

• Salesloft People -> Rep.ai Contact

• Salesloft Account -> Rep.ai Account

Rep.ai also maintains associations between Salesloft users and Rep.ai users in your org where possible.

Additionally, webhooks are registered for all of the above items, allowing Rep.ai to be notified of any changes or new data in your Salesloft account and sync from Salesloft to Rep.ai as needed.

Dialer Integration

Once connected, Salesloft call tasks and cadences will be available for use as dial lists in the Rep.ai dialer. These items aren't stored in Rep.ai, but are read from Salesloft when you start a new dialer session. When using a dial list from Salesloft, calls are logged back to Salesloft using Salesloft call dispositions.