Workflows can now integrate with Salesloft. Salesloft orchestrates collaboration between buying groups and the sales teams – from first touch to upsell to renewal.
With this integration, the following actions can be perfomed in Salesloft directly from Workflows:
- Create Account: Add new accounts to Salesloft.
- Fetch Account: Retrieve details of existing accounts.
- Create Person: Add new leads or contacts to Salesloft.
- Fetch Person: Access details of existing leads or contacts.
- Fetch User: Get information about specific Salesloft users.
- Create Cadence Membership: Add a person in a sales cadence.