Salesloft

Why syncing my Salesloft to Whaly?

Syncing your Salesloft account can be useful for various cases:

• Analyse your cadence performance

• Understand when your Person imports are consumed entirely by your cadences

• Share your prospection metrics with the rest of your team, including your C-Level

• ...

Which Salesloft CRM data is synced by Whaly?

Whaly 🐳 is currently syncing the following data:

• Cadence: A Cadence is a list of steps that will be executed on Person by Salesloft.

• Call: A Call is when a Sales person phone call a Person. It can be done through Salesloft dialer or logged manually.

• Call Data Record: A Call Data Record is registered each time that the Dialer is being used.

• Email Template: An Email Template is a template of an email that will be personalised for each Person.

• Email: An Email is when a Sales person phone email a Person.

• Person Stage: A Person Stage is stage in which a Person can be.

• Person: A Person is a prospect that will be put in a Cadence.

• Step: A Step is an action in a Cadence.

• User: A User is one of your team member on Salesloft.

• Group: A Group is a way to group some of your team member on Salesloft.

You can find the relationship between all those objects here.