RevOps is a new way of thinking about the customer experience. Instead of marketing, sales, and support teams working as separate entities, RevOps brings them together to deliver a more coordinated, collaborative approach to the customer lifecycle. And Salesloft—which offers pipeline management, conversation insights, and more in one platform—is now the tool of choice for many RevOps teams.
But RevOps also presents new challenges—like the fact that even with a central platform like Salesloft, not all the tools in your tech stack play well together. Your team still uses chat apps, calendars, and project management tools in their day-to-day work, and you need a way to connect those apps to Salesloft.
Zapier is a no-code platform that can connect Salesloft to thousands of apps—and empowers you to streamline your work through automated workflows called Zaps. Keep reading to learn how your team can automate Salesloft today.
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Get notifications for key Salesloft activity
Salesloft is great for giving you a unified view of prospect and customer activity—that is, if you spend your entire day in Salesloft. But most teams need to context-switch between other tools like email or Slack. With all that bouncing around, it can be easy to miss key Salesloft activity and updates.
Instead of trying to keep an eye out for new Salesloft developments, you can use automation to bring the activity to you. Let's say your team spends most of their time in Slack. You can create a Zap that sends a Slack notification to a specific channel whenever there's new Salesloft activity—like a new person or an updated meeting.
The best part? The Slack notification is fully customizable, so you can make sure it includes the most relevant information from Salesloft in a format that meets your team's needs.
Send Slack notifications for Salesloft contacts
Salesloft + Slack
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Stay on top of changes in your Salesloft contacts by receiving instant notifications in your Slack channel. This automated workflow sends messages whenever a person is created, updated, or deleted in Salesloft, ensuring your team is always informed.
Send Slack notifications for Salesloft meetings
Salesloft + Slack
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Keep your team informed about Salesloft meetings by sending updates directly to your Slack channel. This automated workflow notifies your Slack channel whenever a meeting is created or updated in Salesloft, helping everyone stay in the loop.
Send Microsoft Teams notifications for new Salesloft contacts
Salesloft + Microsoft Teams
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Ensure your Microsoft Teams channel stays up to date with Salesloft person changes with this automated workflow. Send notifications in Microsoft Teams whenever a person is created, updated, or deleted in Salesloft automatically.
Share Salesloft Meeting Updates in Microsoft Teams
Salesloft + Microsoft Teams
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Stay connected with your team through Microsoft Teams by sharing Salesloft meeting updates directly in your channel. This automation sends notifications whenever a meeting is created or updated in Salesloft, facilitating seamless collaboration and communication.
Turn form responses into Salesloft contacts
Forms are a great way to collect new leads, demo requests, customer information, and more. They're also really versatile—you can have standalone forms, forms on your website, and even forms on digital ads. But forms also create a new problem: You have to get all of the data they collect into your source of truth app (in this case, Salesloft). If you've using several forms or collecting a large volume of responses, that quickly turns into a lot of data entry.
That's where automation can make a big difference in your workload. For example, you can create a Zap that takes new form submissions—regardless of where the form lives or what tool you used to create it—and adds them to Salesloft as new people. With an automated workflow like this one, you can both eliminate manual work and make sure Salesloft always has the most up-to-date information.
Create new Salesloft people from new Google Forms responses
Google Forms + Salesloft
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Simplify your sales routine with this effective process. Once a new form response is recorded in Google Forms, it instantly results in the creation of a person in Salesloft. This cuts down manual data input and accelerates interaction with potential customers. Embrace this efficient system to ensure you never overlook a significant lead.
Create new Salesloft persons from new Typeform entries
Typeform + Salesloft
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Instantly build your sales pipeline with this streamlined automation. Whenever a new entry is completed in Typeform, a new person is created in Salesloft. This workflow keeps your sales team updated in real time, making lead management more efficient and preventing potential prospects from falling through the cracks. Say goodbye to manual data entry and hello to heightened productivity.
Create new Salesloft persons from new WPForms form entries
WPForms + Salesloft
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Boost your sales process efficiency with this integration between WPForms and Salesloft. Whenever you receive a new entry in WPForms, it immediately creates a new person in your Salesloft account. This workflow bridges the gap between customer information gathering and sales management, saving you time and ensuring every potential lead is captured in your Salesloft pipeline seamlessly.
Create new Salesloft persons from new Squarespace form submissions
Squarespace + Salesloft
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Boost your sales efficiency with this automation workflow that connects Squarespace and Salesloft. Whenever a new form submission is received in Squarespace, a corresponding new person is swiftly created in Salesloft. This workflow simplifies the process of transferring contact information, allowing you to focus more on cultivating your leads than on data entry.
Connect Salesloft to your email marketing app
For many businesses, email marketing is a key part of turning leads into actual customers. Not only does it let you stay in touch with prospects, but it gives you a chance to demonstrate real value by delivering interesting, relevant content to their inboxes.
Managing email marketing, however, is often a messy, time-consuming process. You need to keep all your lists up to date and properly segmented, so your emails actually get delivered to the right recipients. That requires a lot of repeated data entry—and the time it takes adds up fast.
Like other repetitive processes, automation can streamline the work of keeping your email lists up to date and organized. With Zapier, you can create an automated workflow that turns Salesloft people into new subscribers in your email marketing tool. The Zap can run every time there's a new person in Salesloft, but it can also trigger when there are changes to Salesloft accounts—like when a person's contact information is updated. That way, you always have the latest subscriber information.
Create new Mailchimp subscribers from newly created Salesloft people
Salesloft + Mailchimp
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Keep your Mailchimp subscribers list updated as your Salesloft contact base grows. With this workflow, whenever a new person is created in Salesloft, they will be added or updated as a subscriber in Mailchimp. Easy to use and effective, this automation helps ensure that your email campaigns reach all your Salesloft contacts without you having to manually transfer data between the two apps.
Create new contacts in Constant Contact when new persons are created in Salesloft
Salesloft + Constant Contact
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This automation enhances your efficiency by seamlessly connecting Salesloft and Constant Contact. When you update or create a meeting in Salesloft, it instantly establishes a new contact in Constant Contact, conveniently maintaining your records without manual entry. This streamlined process allows you to focus more on building relationships rather than juggling multiple platforms.
Create or update Levitate contacts for new Salesloft persons
Salesloft + Levitate
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Effortlessly manage your SalesLoft contacts with Levitate. This workflow springs into action each time a new person is added in SalesLoft, promptly creating or updating the corresponding contact in Levitate. Stay organized and ensure no contact falls through the cracks, enhancing your relationship management, and making your system more efficient.
You can also create a Zap that does the reverse, adding new email subscribers to Salesloft. This automated workflow is a great option if your business does a lot of top-of-funnel email marketing—like an industry newsletter—and wants to further nurture those subscribers until they become customers.
Create new Salesloft persons for each new Mailchimp subscriber
Mailchimp + Salesloft
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Streamline your subscriber management process with this efficient workflow. When a new subscriber is added in MailChimp, this automation seamlessly creates a new person in SalesLoft. This system eases your workload, allowing more time to focus on engaging with your growing audience. Boost your productivity and keep your contact lists up-to-date effortlessly.
Add new Constant Contact contacts to Salesloft
Constant Contact + Salesloft
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Streamline your workflows by automatically creating new person records in Salesloft for every new contact in Constant Contact. This automation ensures your contact lists are always up to date across both platforms, saving you time and effort.
If you need a little more sophistication in your Zap, you can modify it so it only adds engaged leads to Salesloft. What counts as "engaged" is up to you. For example, these templates use activity like link clicks or email opens to determine whether a subscriber is interacting with your email marketing.
Create new Salesloft persons when links are clicked in Mailchimp
Mailchimp + Salesloft
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Boost the effectiveness of your email campaigns by connecting Mailchimp to Salesloft. When a link is clicked within a Mailchimp email, this workflow promptly creates a new person in Salesloft. A streamlined process, it helps build your Salesloft database while capturing engagement within your email campaign without you having to lift a finger. Use this setup to save time and focus more on crafting successful email outreach strategies.
Create a Salesloft person for each opened email in Constant Contact
Constant Contact + Salesloft
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Enhance your sales outreach strategy by automatically creating a new person in Salesloft for every email opened in Constant Contact. This workflow helps you identify engaged contacts and seamlessly add them to your Salesloft database for targeted follow-ups and personalized communication.
Create new Salesloft persons whenever Bonjoro emails are opened
Bonjoro + Salesloft
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Boost your sales strategy by seamlessly creating new leads in Salesloft every time an email is opened in Bonjoro. This automated workflow ensures that each engaged viewer is instantly transformed into a potential sales lead, enabling you to maximize your email impact and streamline your sales process. Leverage this integration to keep your Salesloft database updated and achieve better sales targeting.
Keep Salesloft activity and your CRM in sync
For sales teams, the most crucial app is their customer relationship management (CRM) platform, which gives them a centralized place to track prospects and pipeline. If you're trying to unify sales with teams like marketing and support under the banner of RevOps, however, you don't want that CRM information to stay in a silo. But most teams have more valuable things to do than copy-pasting data between Salesloft and their CRM (or vice-versa).
Rather than rely on humans to do that repetitive data entry, you can use automation to keep your CRM in sync with Salesloft. For starters, you can create a Zap that adds key Salesloft activity—like new meetings or updated tasks—to your CRM. No matter which CRM you use, automated workflows mean your team can spend less time moving information around and more time closing deals.
Create or update HubSpot contacts when new or updated meetings occur in Salesloft
Salesloft + HubSpot
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Boost your interaction strategies and stay organized with this workflow which helps you manage contacts from Salesloft in HubSpot. As soon as a List person stages event happens in Salesloft, the workflow takes action and prompts a similar event in HubSpot, ensuring your business contacts are always updated and accurate. This efficient automation saves you time and helps maintain seamless communication with your contacts.
Manage new or updated Salesloft tasks by creating corresponding activities in Pipedrive
Salesloft + Pipedrive
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Stay on top of your tasks in Salesloft and Pipedrive with this seamless workflow. As soon as a task is created, wrapped up, or deleted in Salesloft, it instantly logs this as an activity in Pipedrive. This ensures that you have an accurate record of your Salesloft tasks in Pipedrive, eliminating manual data entry and improving your efficiency.
Tag Zoho CRM contacts based on Salesloft task activity
Salesloft + Zoho CRM
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Automate your contact management process by adding tags to your Zoho CRM contacts based on task actions in Salesloft. This automation ensures your CRM stays organized and updated with relevant tags for each contact, improving efficiency and streamlining your workflow.
Schedule events and to-dos for new Salesloft contacts
RevOps is responsible for every part of the customer lifecycle—and that's a lot of activity to keep track of. Your team might be lucky enough to have project managers or administrative staff who can keep things moving, but with so much going on, it's easy for individual meetings and follow-ups to fall through the cracks.
When it comes to organizing projects, tracking tasks, and scheduling calls, automation can be an enormous help. With Zapier, for example, you can create an automated workflow that schedules customer calls for you, whenever there's a new or updated account in Salesloft.
Create Google Calendar events for new Salesloft persons
Salesloft + Google Calendar
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Streamline your sales process with this automated workflow. As soon as a new contact is created in Salesloft, a corresponding detailed event is immediately set up in your Google Calendar. This smooth connection keeps you updated on all your appointments and enhances your sales pipeline management, without requiring any additional manual input.
Create Zoom meetings from Salesloft contacts
Salesloft + Zoom
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Simplify your meeting scheduling process by automatically generating Zoom meetings when a new contact is created or updated in Salesloft. This automation ensures seamless communication and collaboration by linking your Salesloft contacts with Zoom meetings, keeping everyone connected and organized.
You can use a similar Zap to help manage tasks related to your Salesloft contacts. For example, you can use Zapier to automatically create new to-do list items or project management tasks based on key Salesloft activity. That way, you never forget an important follow-up or other task.
Create to-dos in Things for new persons created in Salesloft
Salesloft + Things
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Keep your scheduling smooth and streamlined between Salesloft and the Things app with this efficient workflow. As soon as a meeting is created or updated in Salesloft, a corresponding meeting is simultaneously produced or modified in Things. This ensures consistent scheduling across both platforms and reduces the risk of overlooking any crucial meetings.
Create Trello cards for Salesloft contacts
Salesloft + Trello
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Keep your workflows organized by automatically generating Trello cards whenever a contact is created or updated in Salesloft. This automation helps you track and manage your Salesloft contacts effectively by creating corresponding Trello cards for seamless task management.
Add Salesloft contacts as tasks in Asana
Salesloft + Asana
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Enhance your task management process by creating new tasks in Asana for every new or updated contact in Salesloft. This automation ensures your team stays on top of important contacts and tasks by syncing Salesloft data with Asana for efficient collaboration.
Create items in monday.com for Salesloft contacts
Salesloft + monday.com
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Streamline your project management by automatically creating items in monday.com whenever a contact is created, updated, or deleted in Salesloft. This Zap helps you maintain a synchronized workflow between Salesloft and monday.com, ensuring seamless communication and task tracking.
Add new Salesloft contacts from any source
What if you're using an app that doesn't have an existing Zapier integration? You can use Webhooks by Zapier to connect Salesloft to any app with an API. For example, here's a template that will create a new person in Salesloft whenever Zapier catches a webhook—which is a great workaround if you're using a niche app to connect customer information.
Create new Salesloft persons when new Webhooks by Zapier hooks are caught
Webhooks by Zapier + Salesloft
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Connect your webhooks to Salesloft effortlessly with this workflow. Whenever a new Catch Hook is detected within your webhooks, it triggers the creation of a sales contact in Salesloft. This streamlined process ensures that your sales database stays up-to-date without any manual intervention, saving valuable time and increasing operational efficiency.
You can also connect Salesloft to a spreadsheet tool like Google Sheets—so you can turn new rows into Salesloft contacts, for example. This is a great option if a lot of your lead data ends up in a spreadsheet instead of an app.
Create new Salesloft persons from new rows in Google Sheets
Google Sheets + Salesloft
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Boost your sales process with this seamless workflow. When you add information to a new row in Google Sheets, it instantly creates a person in your Salesloft app. This process not only saves you time but also ensures that every entry in your spreadsheet gets a corresponding profile in Salesloft, helping you efficiently track and manage your sales leads.
Build a fully automated Salesloft system
To experience the full power of automation, you should start thinking in full systems instead of just simple two-step Zaps. Not only can you create multi-step Zaps that complete more than one action—think sending a Slack notification to your team and adding a prospect to your CRM—you can also use Zapier's full suite of automation tools like Zapier Tables and Zapier Interfaces to collect and store customer information, and more.
Using Zapier Canvas—our AI-powered workflow diagramming tool—we can visualize a full lead management system, with Salesloft at its heart.
When a new lead comes through a lead gen form, a Zap uses ChatGPT to analyze and prioritize the lead, update the lead in a Zapier table, add it to tools like Salesloft, HubSpot, and Mailchimp, plus send a notification in Slack and update the team's Google Calendar. Another Zap also triggers appropriate follow-up emails depending on the lead's priority. Meanwhile, everything is neatly stored in Zapier Tables, and a dashboard to monitor lead outcomes in Zapier Interfaces helps everyone stay on top of progress.
For many companies, RevOps is a smarter, more collaborative approach to the prospect and customer lifecycle. By connecting Salesloft to your other apps with Zapier, you can not only get to market faster—but also deliver a seamless customer experience that converts.
