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 ๐Ÿณ 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.

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