Salesloft
How to integrate Champify with Salesloft
This is how we will ensure that context from Champify records is visible directly in Salesloft, and make it possible for Salesloft to automatically queue Champify leads in the proper sequence. This also ensures that contacts who leave their assigned account are automatically removed from active sequences.
We recommend the cadence/sequence/flow has a manual Step 1 so that reps can add personalization to the note including context on the prior relationship to boost response rates.
How to make Champify fields visible in Salesloft
- Here are the Salesloft Field Mapping Docs
Which fields to make visible
- Is a Champify
- Previous Relationship
- Past Account
- LinkedIn URL (if not already mapped)
(Optional) How to auto-queue Champify leads into specific Salesloft cadences
- Use Salesloft Triggers on
Is a Champify= True records
- LeanData also has a pre-built node that makes this easy!
(Optional) Remove any outdated records from Salesloft
- Champify will flag a custom boolean
No Longer at Companyfor both outdated contacts and outdated leads
- You can use a Salesloft Trigger to have this flag auto-end sequences and delete prospects if
No Longer at Company= True
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