Salesforce + Salesloft Automation and Integration

What is Salesforce? 

Salesforce is a cloud-based software company that focuses on customer relationship management (CRM) and applications related to customer service, marketing automation, sales, analytics, and app development. 

Within your Salesforce database, you’ll have a digestible presentation of tables that help you make sense of your data. The better you understand your data, the better decisions you can make to support your go-to-market teams. 

What is Salesloft?

Salesloft is a sales engagement platform that facilitates and tracks activity for sales teams. Its platform allows you to automate tasks, such as email sequences, outbound calls, and LinkedIn outreach, while tracking activity and responses. 

Through a single application, you can run your entire sales organization by syncing activity back to your CRM. Whether you’re looking to close, create, or expand your accounts, Salesloft helps you manage the tasks and opportunities within them. 

Why integrate Salesforce with Salesloft? 

Integrating Salesforce with Salesloft primarily helps with communication and sustaining reliable access to information. Allowing data to sync from Salesforce ensures information is accurate, up to date, and free of human error for Salesloft sales teams. 

What is the best way to sync Salesforce with Salesloft?

There are several options concerning Salesforce with Salesloft integration strategies. Each has its own pros and cons. 

Here are your integration options:

  • Native sync using Salesloft
  • iPaaS tools (Salesloft to Salesforce and back)
  • Reverse ETL tools (Salesforce to Salesloft)
  • Syncari for Salesforce + Salesloft sync

Common problems with Salesforce + Salesloft integrations

When a person is created or added to Salesloft software, they are sometimes automatically added to Salesforce during native sync. This isn’t ideal. Data shared between the two systems (e.g., during CRM syncs, user activity logging) may be miscommunicated, which leads to errors in the native sync transfer. 

Moreover, it’s difficult to produce a trail of breadcrumbs from Salesloft’s native sync. It also means that Salesforce must be your source of truth, which is a common practice but rarely the best way to go.

There are other concerns, too, including common problems with iPaaS integrations for Salesforce and Salesloft. Many iPaaS tools seem to be able to solve for this, by offering field-level workflows between the two tools. However, this usually results in the need for many workflows dedicated just to this sync. Timing relays become difficult to manage, and troubleshooting is very hard to keep up. Integrations are often complex, which may lead to needing custom API development assistance.

Additionally, reverse ETL tools for bringing data from Salesforce into Salesloft often struggle to handle heavy data loads, inefficient queries, and lots of custom script interventions, to name a few.

Intro to Syncari for Salesforce to Salesloft sync

Syncari is a RevOps automation platform that unifies data management across your go-to-market systems, from CRM to marketing automation, from sales engagement to data enrichment, and from customer success tools to finance and ERP.

If your revenue operations are modern, data is inevitably flowing among multiple platforms. But managing data across systems wasn’t always easy. Syncari provides stateful synchronization among a range of data sources, which simplifies the process from start to finish.

How to sync Salesforce with Salesloft using Syncari

Objects from Salesloft can be routed to entities in Syncari using our Sync Studio, similar to how we approach our HubSpot Outreach integration functions. You’ll see periodic data updates in near real time. All updates can be deduped, enriched, and cleansed before being stored in Syncari. 

The Salesloft Synapse synchronizes these objects:

  • Account
  • People
  • Add to sequences

The Salesforce Synapse synchronizes these objects:

  • Contact
  • Lead
  • Account
  • Opportunity
  • User
  • Campaign
  • Custom 

Salesloft data in Syncari can then be routed to Salesforce, and vice versa. This offers bidirectional synchronization between sources. Syncari Synapse functions and actions fully support and protect your standard and custom objects data just like in our Marketo-Salesforce integration support.

Contact Syncari 

If you’re interested in improving the alignment of your data, you can request a custom demo or start a free 30-day trial with Syncari today. We’ll help you manage your integrations so you can begin automating your business.