Salesloft for Zoho Desk

Salesloft for Zoho Desk

Key Points

  1. Easy-access
    1. Access Salesloft Contacts, Organisations
  2. Increase opportunities
    1. Create a New opportunity from a ticket.
  3. Grow your contacts
    1. Create a New contact from a ticket
  4. Auto-mapping
    1. Default contact mapping

Step 1

Setting Up

1. Choose Department
2. Choose the Profile to access
3. Agree Terms and conditions
4. Click Install

Step 2

Access Salesloft contacts

  1.  Access Salesloft contacts, organisations in Zoho Desk ticket view.

Step 3

Add Contact Button

1. Click Add Data button a new contact form, from a Zoho Desk ticket view.

Step 4

Add Contact

  1. Create a new contact from a Zoho Desk ticket view.
  2. If have data, auto added to contact form.
  3. Click submit button, to save salesloft people.

All set go , Explore Salesloft integration and contact us For any support

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