Does Salesloft integrate with Salesforce and HubSpot?

Default works with Salesloft and either CRM in 1 workflow: it routes the lead, writes the owner to Salesforce or HubSpot with Create Record or Update Record, and enrolls the person with Add to Salesloft Cadence from that rep. Salesloft also has its own Salesforce and HubSpot integrations for syncing records and logging activity.

How do you add inbound leads to a Salesloft cadence automatically?

Default enrolls them with the Add to Salesloft Cadence node, after a Round-Robin node picks the rep and Create Record or Update Record writes the owner to the CRM. Set Sending user to that rep and map each rep's Salesloft Sender ID in Default, since a missing mapping fails the node for that rep.

Can a lead start partway through a Salesloft cadence?

Yes, with Default's Add to Salesloft Cadence node: its Start at step field lets a warm lead skip the first steps and begin wherever you choose. Pick the cadence first, then the step.

More than a Salesloft Salesforce integration

Send routed leadsinto Salesloft cadences

Default adds routed leads who don't book to a Salesloft cadence from their assigned rep.

Request a Demo

Add to Salesloft Cadence node with Sending user set to the assigned rep

Sender follows routing

Set Sending user to the assigned rep, and the cadence runs on their behalf in Salesloft.

Display Scheduler Not booked branch leading to an Add to Salesloft Cadence node

Not booked, then cadenced

A lead who submits the form but closes the calendar without booking goes into a cadence.

Salesloft cadence steps with the intro email skipped and warm leads starting at step 2

Start at any step

Pick Start at step to skip the intro email for warm leads.

Salesloft person fields for a lead's email, phone, company, and region

Person fields carried over

Map form answers and enrichment into Salesloft person fields, so the cadence has what the form collected.

Leads who don't bookgo into a cadence

On the Not booked branch, Add to Salesloft Cadence enrolls the person, starting at whichever step you pick. Salesloft creates the person if they don't exist yet.

Workflow sending a lead who closed the calendar to a Salesloft cadence on the Not booked branch

Sequencing docs

Sequencing

Pick the cadence, the email, the sending user, and the step to start on, 1 person per run.

Unbooked leads docs

Follow up on unbooked leads

The branch runs when the visitor closes the calendar or the timeout passes.

The cadence sends fromthe rep who owns the lead

Set Sending user to the assigned rep, and Default maps them to their Salesloft sender. Person fields pass the form answers and enrichment into Salesloft.

Assigned rep mapped to their Salesloft Sender ID, with form answers mapped into person fields

Sequence handoff docs

Routed leads to cadences

Route the lead, write the owner, and enroll the person in 1 workflow.

Routing rules docs

Rules of engagement

Pick the owner by territory or account rules, then pass them to the cadence as Latest resolved user.

FAQ

Questions about the Salesloft Salesforce integration

Default works with Salesloft and either CRM in 1 workflow: it routes the lead, writes the owner to Salesforce or HubSpot with Create Record or Update Record, and enrolls the person with Add to Salesloft Cadence from that rep. Salesloft also has its own Salesforce and HubSpot integrations for syncing records and logging activity.
Default enrolls them with the Add to Salesloft Cadence node, after a Round-Robin node picks the rep and Create Record or Update Record writes the owner to the CRM. Set Sending user to that rep and map each rep's Salesloft Sender ID in Default, since a missing mapping fails the node for that rep.
Yes, with Default's Add to Salesloft Cadence node: its Start at step field lets a warm lead skip the first steps and begin wherever you choose. Pick the cadence first, then the step.