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 or Remove People from Salesloft Cadences (for Orchestration).

 The integration requires the following steps:

1. A tenant-level Salesloft integration set up by an Admin user.
   Important: The tenant-level integration must be set up before individual users can set up user-level integrations.
2. A user-level Salesloft integration set up by each Demandbase user utilizing the Take Action feature.
   Important: Salesloft users that are only an “Assignee” of 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. In Salesloft, create an Outh app and enter the following information. See Salesloft’s OAuth Authentication article for instructions.
   • Name: Demandbase
   • Redirect URI: https://web.demandbase.com/admin/oauthcallback
   • Application Type: No, this will be a private team application
   • Scopes: At a minimum, Read/Write access to Sequences
2. Important: Save the Client Id and Client Secret for step 8.
3. In Demandbase, from the left navigation bar, go to Settings > Integrated Systems > Integrations.
4. Click Create Data Source and select Salesloft.
5. (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 Salesloft Cadence.
6. Enter the Client Id and Client Secret from step 2.
7. Click Save to be redirected to account authorization. Once you complete the authorization, a notification confirms you are set up.
   
   

Steps: User-Level Integration

1. From the left navigation bar, go to  Settings > My Profile > Connected Accounts.
2. Go to Salesloft and click Connect.
   
   
3. Click Connect Account to be redirected to 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.
   
5. Click Save.