Pocus allows you to add users directly to a Salesloft cadence in one click. Reps can send high-priority leads that land in their Inbox directly to a curated list of Salesloft cadences.

To start configuring Salesloft actions in Pocus, an admin must first configure a global Salesloft integration. This gives Pocus access to high-level Salesloft data––cadences, custom fields––and gives a fallback user for automated Salesloft actions.

Every Pocus end-user who invokes a Salesloft action will also be asked to OAuth and validate their own connection the first time they use the tool. This ensures that all Salesloft activities (e.g., prospect creation, ownership, enrolling) are attributed to the correct end-user.

Setting up a Global Salesloft Integration

1. Navigate to the Pocus Integrations Page and press the Add a Connection button located at the bottom of the page
2. Select the Salesloft connection type and press Next

3. Enter the name for this connection and press Next. It can be helpful to add the name of the user creating the connection.
4. Ensure that the Set as global Salesloft integration is toggled on. Then click Login with Salesloft.

This initial setup will allow you to configure Salesloft actions and give access to cadences for setup in the Pocus workspace. This user will not be used for any manual action invocations, only automated.

End-user Salesloft authentication

The first time an end-user clicks on any Salesloft action throughout the workspace, they will be prompted to connect their Salesloft account before proceeding.

This modal takes end-users through a Salesloft OAuth workflow that only needs to be performed one time. Once connected, end-users will see both connections (Global & Personal) appear when they visit the Pocus Integrations page.