Integrate SalesLoft with Demandbase

Context

The SalesLoft integration allows users to add or remove people from SalesLoft cadences directly from Demandbase. See Take Action: SalesLoft Cadences or Add Automation Actions to Add (for Orchestration).

 The SalesLoft integration requires the following steps:

1. A tenant-level integration set up by a SalesLoft Admin user.
   Important: The tenant-level integration must be set up before individual users can set up user-level integrations.
   
2. A user-level integration set up by each Demandbase user utilizing the Take Action feature.
   Important: SalesLoft users that are only the Assignees of SalesLoft cadences don't need to set up user-level integrations.

Prerequisites/Preparation

You must have Admin privileges in SalesLoft and Demandbase to set up the tenant-level integration.

Demandbase must be integrated with CRM or a Marketing Automation System.

Steps: Tenant-Level Integration

1. From the left navigation bar, go to  Settings > Integrated Systems > Integrations.
2. Click Create Data Source and select SalesLoft.
3. Confirm Is Active is toggled on.
4. (Optional) Toggle on Automatically create people to create new people in SalesLoft when new people are added to a Cadence. If this option is toggled off, only Leads and Contacts already in SalesLoft are added to a Cadence.

Steps: User-Level Integration

1. From the left navigation bar, go to  Settings > My Profile > Connected Accounts.
2. Click Connect for SalesLoft.
3. In the Connect with Salesloft window, click Connect Account to be redirected for SalesLoft account authorization. Once you complete the authorization, a notification confirms you are set up.
   
   
4. (Optional) Toggle on Require Approval to require an approver be selected when a Demandbase user takes action to add or remove a person from a SalesLoft Cadence.