To use Salesloft actions you will need to have already integrated your Pocus workspace with your Salesloft account. If you have not done this, you can do so by following the steps in this article.

Pocus and Salesloft

Pocus's integration with Salesloft is oriented around ensuring the high-value contacts that are surfaced to you can be conveniently added to your current email cadence.

To add a Salesloft action, first access the Workspace settings. Then, select the object for this new action (generally User) and navigate to the object's Actions tab. Once clicking Add an action you will have two Salesloft actions available.

Open in Salesloft

When invoked, the Open in Salesloft action will open the relevant Person's page in Salesloft in an additional tab in your browser. If the Person doesn't already exist in Salesloft, Pocus will create a new Person.

Configuring Open in Salesloft

1️⃣Person Email Field is the only required field to create a new Person in Salesloft. It can be helpful to add additional fields to sync, particularly if lots of cadences leverage those fields as template variables in Salesloft.

The most common fields (2️⃣) are included in the form by default.

You can also sync additional and custom Salesloft fields by clicking Add New + and completing the field mapping (3️⃣). On the left-hand side, type or select the data point you want to pass to Salesloft. On the right-hand side, type the name of field in Salesloft (e.g., custom22).

Enroll in Salesloft cadence

The enroll in Salesloft action adds a user to a selected Salesloft cadence straight from Pocus. If the user doesn't exist as a Person, Pocus will create a new Person in Salesloft, and then enroll them in the cadence.

Configuring Enroll in Salesloft

Because Pocus may be creating a Person in Salesloft, the settings are very similar to the Open in Salesloft configuration detailed above. There are two additional options.

1️⃣ Default Salesloft cadence: Select a default cadence from Salesloft to be used when this action is used in an Automation. This will also be the pre-selected cadence for reps when they click this action button. Reps always have the ability to override and select a different cadence when taking action if desired.

2️⃣ Default Mailbox Email: If you will use this action in an Automation, indicate from whose email the Salesloft cadences should be sent. Enter a static email to always send from one specific mailbox or use a data point (i.e., Owner Email) to dynamically send from the contact's owner.