Salesloft Setup

Syncaroo
Syncaroo
  • Updated

The Salesloft Synapse enables data synchronization between Salesloft standard objects and Syncari entities using the Salesloft API. After the Synapse is Authenticated, a user can Activate the Salesloft Synapse, which enables Syncari to replicate the schema of Salesloft and make it available within the Unified Data Model. Using the Sync Studio, a user can map Salesloft objects to Syncari entities, and Salesloft fields to Syncari fields. To accelerate the setup and configuration of these pipelines, Syncari provides a default mapping for the standard objects and fields in Salesloft. 

If your Salesloft security requires you to whitelist an IP you can find that here.

Synapse Functionality

  • Schema Discovery of Standard Objects
  • Bi-Directional Sync of Standard Objects

Synapse Setup

Step 1: Start by logging in to your Syncari subscription

  1. Navigate to Synapses
  2. Find Salesloft in the Synapse Library
  3. Drag the Salesloft Synapse to the canvas

mceclip0.png

Step 2: Configure your Synapse parameters

  1. Enter [Synapse Name]
  2. Click Next

mceclip1.png

Step 3: Authenticate your Salesloft Synapse in Syncari

  1. Click "Generate" to prepare the OAuth Redirect URL
  2. Click "Authenticate"

mceclip1.png

 

Follow the Salesloft popup window prompts to complete authentication:

mceclip3.png

mceclip4.png

mceclip17.png

mceclip5.png

Step 6: Activate your Synapse

  1. Click "Next"
  2. Click "Make Synapse Active"
  3. Click "Close"

mceclip19.png

Congratulations! You have completed the setup of Salesloft.

If you receive any errors message after clicking Authenticate, confirm each of the parameters in the previous steps are configured properly. If the error persists, contact one of our Onboarding and Support team members.

Default Mappings

Should you choose to Activate and Create Pipelines, the following default mappings will be created:

Download as CSV.

Share this

Was this article helpful?

1 out of 1 found this helpful