SalesLoft call center integration with CloudTalk
As soon as your phone rings, Streamline Sales team workflows automatically log call details and surface relevant caller details using Insight Cards. Easy as that.
Take your outbound call productivity to the next level
By using the SalesLoft click-to-call feature on any contact number found within SalesLoft, you’ll be able to make outbound calls with zero delay. On top of that, adding call dispositions within SalesLoft can be done without leaving your screen.
Find and browse all caller details
As long as a lead or contact has been created within SalesLoft and CloudTalk, you can find an Insight Card for it. The Card includes the caller’s name and a link to their SalesLoft profile, and it appears in CloudTalk straight away during an incoming call. Plus, it’ll remain available during the duration of the phone communication. By utilizing the caller details in SalesLoft, reps can lead informed, helpful conversations every time.
Logging calls & SMS ensures you don’t miss a thing
Everything is automatically logged into SalesLoft. That includes your prospect’s interactions with customer support, as well as their phone conversation with the people on your team. Calls are logged as Call Notes and include crucial details, like the nature of the call (outbound vs. inbound), whether it was answered or missed, and the CloudTalk line that was used. Comments about the call are also logged, accompanied by a link to the call recording.
Simple setup process
It takes less than 5 minutes — and zero skills — to set up the SalesLoft + CloudTalk integration. Simply go to the CloudTalk dashboard, follow a few steps to authenticate CloudTalk, connect a CloudTalk number, authenticate CloudTalk and SalesLoft, sync tags… and you’re done.
- Login to your CloudTalk Dashboard
- Go to Account -> Integrations
- In the Add Integration section, find Salesloft. Scroll over the company icon and click + Add
- Under the Workflow Settings header, click New Authentication
- You will be redirected to Salesloft, where you must login to your account. After logging in to Salesloft, this tab will close
- Click Finish to save your authentication
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