Warmly's Salesloft integration only takes a few seconds to set up, and will enable your team to add prospects to your Salesloft sequences effortlessly (and, if you're using our AI Prospector tool, automatically!) straight from Warmly.

To integrate Salesloft, head to your Warmly dashboard and find the Integrations section within the Settings tab. From there, you can access the Salesloft integration.

In order to set up the Salesloft integration, click the 'Get Started' button on the page. From here, you will need to sign in with your Salesloft account and may need to select a set of Warmly permissions. Once this is done, your Salesloft will be integrated with Warmly... voilà!

Warmly's scope of access into your Salesloft is very limited in our integration.

When adding a prospect to a sequence through Warmly, either manually or automatically using AI Prospector, we will create that contact object in Salesloft and add them to the selected sequence.

If the company with which the contact is associated is not in Salesloft, Warmly will also create that company object.

If the person signed into Warmly is a user of Salesloft and has a functioning mailbox, they will be the sender of the sequence. If not, we default to having the sender of the sequence be the person who set up the Salesloft integration within Warmly.

Finally, Warmly also reads data from your Salesloft to enrich information in Warmly with sequence data. See below for an example of this.

Example: an account in the Warm Accounts tab that has prospects added to a sequence

How Warmly Handles Duplicate Data

When Warmly detects that an existing contact or domain is already present in your Sales Engagement Platform (SEP), we take proactive steps to avoid writing back duplicate data. Here's how it works:

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]