How to Integrate Your Salesloft Account with KrispCall?

Integrating your Salesloft account with KrispCall can truly elevate your sales game. This powerful combination helps you manage calls, track leads, and connect with customers more effectively, making your work easier and faster.

Imagine having all your interaction tools in one place, allowing your sales team to focus on what really matters—closing deals!

In this guide, we will walk you through simple steps to integrate these two platforms and highlight some key benefits. Get ready to enhance customer interactions and streamline your sales process!

Benefits of Integrating KrispCall with Salesloft CRM

Here are the key benefits of integrating KrispCall with Salesloft CRM to enhance your sales efficiency and customer interactions.

Improve Lead Management and Sales Efficiency

Integrating KrispCall with Salesloft CRM makes handling leads and tracking calls simpler. This integration provides real-time access to customer data, helping sales teams connect with leads more effectively and streamline their workflow.

With important details at their fingertips, teams can respond quickly and close deals more efficiently. This added efficiency allows sales reps to focus on connecting with potential clients and driving results.

Reduce Time on Routine Tasks

KrispCall and Salesloft take care of repetitive tasks like call logging and lead tracking through automation. This not only reduces errors but also saves time, freeing up team members to focus on high-value tasks.

Automation keeps records accurate and operations running smoothly, resulting in a more efficient workflow. It’s a practical way to help teams spend their time where it matters most.

Access Advanced Calling Tools in One Place

With KrispCall’s calling features integrated into Salesloft, handling client calls has become more organized and efficient.

Features like call recording, live monitoring, IVR, and call routing make it easy to manage calls directly within Salesloft. This way, teams can respond quickly and provide a better customer experience.

Gain Marketing Insights with Data-Driven Analytics

KrispCall and Salesloft CRM integration bring insights that help guide marketing strategies. By analyzing customer behaviors and engagement, marketers can improve lead scoring and fine-tune campaigns for better results.

This data-driven approach allows teams to adjust strategies based on what customers want, leading to higher conversion rates and more effective campaigns.

Align Sales and Marketing for Streamlined Operations

KrispCall and Salesloft CRM together create a single platform for managing sales and marketing activities. Teams can track leads, monitor sales performance, and analyze campaigns, simplifying tasks and promoting collaboration.

This unified setup keeps both sales and marketing efforts aligned, ensuring smoother operations and helping businesses achieve shared goals.

How to Integrate Your Salesloft Account with KrispCall?

Step 1: Log in to your KrispCall account and navigate to Settings.

Step 2: Under the App Settings section in Settings, find and select Integrations.



Step 3: In Integrations, you’ll see a list of automation tools and CRMs that can connect with KrispCall. Locate Salesloft and click on the Connect button below it.



Step 4: Once you click Connect, a message will confirm that the CRM integration was successful, and Salesloft will appear in the Active Integrations list.

Integration Settings

To edit the integration, click on the three dots menu and select Edit. Here, you’ll find various settings options that allow you to customize the integration based on your needs. Adjust the settings as needed, and changes will be applied to fit your requirements.

General Settings

The General Settings section is the first option in Settings and includes three additional settings. By default, all toggle buttons in this section are turned on.



Create New Contacts for Calls: When this toggle is on, contacts created in KrispCall will automatically sync to Salesloft. If the toggle is off, new contacts won’t sync between the platforms.

Contacts 2-Way Sync: This toggle allows two-way contact syncing. When on, contacts created in either Salesloft or KrispCall will sync to the other platform. It also initiates an initial sync, syncing any pre-existing contacts between KrispCall and Salesloft. When off, contacts won’t sync.

Notes Logging: This setting syncs any notes that are created, edited, or deleted in KrispCall’s conversation box or during calls to Salesloft. Turning off this toggle stops note syncing between the platforms.

Workflow Settings

The Workflow Settings section follows General Settings. By default, all options are set to Calls (Engagements), but users can customize each setting as needed.



Log Outgoing Answered Calls: Set this to Calls (Engagements) to sync outgoing answered calls to Salesloft. If set to Disabled, these calls won’t sync.

Log Outgoing Unanswered Calls: Choose Calls (Engagements) to sync outgoing unanswered calls to Salesloft. Selecting Disabled will prevent these calls from syncing.

Log Incoming Answered Calls: With Calls (Engagements) enabled, incoming answered calls are synced to Salesloft. Choosing Disabled stops these calls from syncing.

Log Incoming Unanswered Calls: Select Calls (Engagements) to sync incoming unanswered calls to Salesloft. Set to Disabled to exclude these calls from syncing.

Log Voicemail: Enable Calls (Engagements) to sync voicemail logs to Salesloft. Set to Disabled if you don’t want voicemails to sync.

Connected Numbers

The Connected Numbers setting comes after Workflow Settings and includes one main option:



Log Phone Calls for These Numbers: When the integration is initially set up, all available numbers in the channel are automatically selected for call logging.

If a user buys a new number after the integration, they need to add it to the connected numbers list manually.

Note: If no numbers are selected, call logs won’t sync to Salesloft.

Updated on: 20/11/2024