Salesloft + Storydoc

Create personalized Storydoc documents for new Salesloft people

Engaging prospects with personalized content early in the sales cycle improves conversion rates, but creating custom materials for each lead is time-intensive. This automation generates a tailored Storydoc document automatically whenever a new person is added to your Salesloft account. Your sales team can deliver compelling, personalized presentations from the first touch, helping you stand out in crowded inboxes and accelerate deal velocity.

Engaging prospects with personalized content early in the sales cycle improves conversion rates, but creating custom materials for each lead is time-intensive. This automation generates a tailored Storydoc document automatically whenever a new person is added to your Salesloft account. Your sales team can deliver compelling, personalized presentations from the first touch, helping you stand out in crowded inboxes and accelerate deal velocity.

  1. When this happens...
    SalesloftSalesloft
    Person Created, Updated or Deleted

    Triggers when an event occurs for a person. Supports created, updated and deleted person events.

    TriggerInstant
  2. automatically do this!
    StorydocStorydoc
    Create a New Story Version

    Creates a new story version for a specific prospect.

    ActionWrite
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Supported triggers and actions

    • Event TypeRequired

    Trigger
    Instant
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    • Event TypeRequired

    Trigger
    Instant
    Try It
    • Event TypeRequired

    Trigger
    Instant
    Try It
    • Event TypeRequired

    Trigger
    Instant
    Try It
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salesloft logo

About Salesloft

Salesloft is a sales engagement platform designed to help sales teams drive more revenue and improve their sales processes.
Learn more

Related categories

  • Sales & CRM
storydoc logo
storydoc logo

About Storydoc

Storydoc is an AI platform for business professionals to easily generate, edit, track, and automate slide decks and documents at scale, directly from your CRM.

Related categories

  • Content & Files