Sales chat attribution trackerMulti-product solution
Zaps, Tables, Canvas
Import account signals from Looker to Salesloft
Automatically enrich Salesloft accounts with real-time data from Looker to drive timely, targeted sales conversations. Whenever a lead or account’s status changes, update the corresponding object in Salesloft to empower your teams to take action.
Click and drag to move around the canvas and pinch to zoom.
Overview
Created by: The team at Salesloft.
Your most valuable customer signals are trapped in your BI tools and data warehouses. Usage statistics, engagement metrics, and feature adoption rates that could inform perfect sales timing sit unused while your team flies blind. Your sales reps make decisions without the full picture, missing golden opportunities when accounts show buying signals. Meanwhile, your data team constantly fields one-off requests for reports that quickly become outdated.
With this Looker-Salesloft template, you bridge the critical gap between your data analytics and sales engagement platforms. Customer signals from Looker are pushed into your Salesloft instance, enriching account data with real-time insights. When a customer's usage spikes or drops, your reps receive automated task assignments through Salesloft Play, ensuring they reach out at precisely the right moment with the right context. No more manual data pulling, no more missed opportunities—just intelligent, data-driven sales workflows that turn insights into revenue.
Why build an automated customer signal workflow?
- Eliminate the delay between customer behavior changes and sales outreach, allowing your team to act on opportunities at the perfect moment.
- Free your data team from repetitive report requests by creating a sustainable, automated pipeline of insights to your sales platform.
- Avoid your sales team having to monitor yet another dashboard, and shift acting on them from passive (when you check on them) to active (when they happen).
- Increase conversion rates by ensuring sales conversations happen when customers are most receptive based on their actual behavior.
What key features come with the Looker-Salesloft template?
- Automated Play triggers — Changes to custom fields automatically trigger Salesloft Plays, creating timely tasks for your sales representatives when it matters most.
- Dynamic account matching — Intelligently identifies the correct Salesloft account using identifiers like CRM_ID, domain, or email address to ensure data goes to the right place.
- Duplicate domain support — Handles companies with multiple domains to ensure all accounts are properly matched and updated, even if your data isn’t perfect.
- Scheduled data synchronization — Runs on your preferred schedule (daily, weekly, etc.) to maintain fresh, relevant data in your sales platform without manual intervention.
Who should use this template
A data-driven sales outreach system is perfect for:
- Sales operations leaders → Increase sales efficiency by automating the flow of critical data signals directly into your team's workflow.
- Revenue operations managers → Create a seamless, automated data pipeline between your analytics platforms and sales engagement tools.
- Customer success managers → Proactively identify accounts needing attention based on product usage patterns and engagement metrics.
- Sales directors → Ensure your team prioritizes the right accounts at the right time with data-driven task automation.
- Data analysts → Stop manually pulling reports for the sales team and instead set up an automated system that delivers insights directly.
- Account Executives → Engage customers for timely upsell and cross-sell opportunities based on product usage signals.
How does this template work?
This template builds you a data pipeline that turns analytics insights into sales actions. Here’s how:
- On a schedule of your choosing, the workflow will query a custom Looker Look, where customer usage signals and account information are stored. You define which specific data points should be included in the Looker export—such as feature adoption rates, usage decline, or high engagement metrics.
- For each data record, the system checks if a matching Salesloft account exists using identifiers like domain, email, or CRM ID.
- The system either updates existing Salesloft accounts with new signal data or creates new accounts when needed, populating custom fields with your defined metrics.
- Once custom fields are updated, Salesloft automatically triggers the appropriate Play in your Salesloft account, creating tasks and actions for your sales team to follow up on these signals.
Note: Plays do need to be configured by your operations team. This template transforms raw data into concrete sales actions, enabling your team to respond to customer signals faster and more effectively than ever before. By implementing this template, you’re not just connecting two platforms—you’re creating an intelligent sales system that knows exactly when and how to engage customers.
Whether you’re looking to improve retention by catching usage drops early, identifying expansion opportunities through feature adoption patterns, or simply making your sales process more efficient, this integration delivers the real-time insights your team needs.
Frequently asked questions
Do I need to involve my engineering team to set this up?
No. This template is designed for business users and requires zero coding. You’ll configure the connection through a simple interface, mapping your data fields to Salesloft without any development work. However, you will likely need to bring in your Looker owner to help you set up the custom Look.
Which data sources does this template support?
This template works with Looker, but could easily be transitioned to use additional, or another, Business Intelligence (BI) tools, such as Databricks or Snowflake, and other major BI tools and data warehouses.
How frequently can I update the data in Salesloft?
You can configure the template to run as frequently as needed—hourly, daily, weekly, or on a custom schedule. The optimal frequency depends on how often your underlying data changes and how time-sensitive your sales outreach needs to be.
What kind of customer signals can I track with this template?
You can track virtually any quantifiable customer behavior or attribute stored in your data platform, including product usage metrics, feature adoption rates, engagement scores, NPS data, renewal dates, support ticket volume, and more.
