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
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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.
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