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:
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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. -
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
- 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
- Important: Save the Client Id and Client Secret for step 8.
- In Demandbase, from the left navigation bar, go to Settings > Integrated Systems > Integrations.
- Click Create Data Source and select Salesloft.
- (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.
- Enter the Client Id and Client Secret from step 2.
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Click Save to be redirected to account authorization. Once you complete the authorization, a notification confirms you are set up.
Steps: User-Level Integration
- From the left navigation bar, go to Settings > My Profile > Connected Accounts.
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Go to Salesloft and click Connect.
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Click Connect Account to be redirected to account authorization. Once you complete the authorization, a notification confirms you are set up.
- (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.
- Click Save.