SalesLoft Triggers are a way to automate sending items in your SalesLoft cadences. Before you begin, please make sure to have SalesLoft integrated with Postal. Check out the article SalesLoft Integration for help doing so.
Let's Get Started
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First, log in to Postal and select Automation, then Triggers
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Select 'Create A Trigger' and select SalesLoft as your integration
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Select the cadence and the step at which you wish to have a send automated
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Name your Trigger so you can track it in Postal's reporting
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Select the Action for your trigger - Start a Subscription or Send an Item. Once you have chosen your action, select Create Trigger
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From here you will be directed to select an item for the cadence in Postal's Marketplace
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Follow the prompts to pick out your approved and saved item for sending. Then, customize the message, and select Create a Trigger
Once a trigger is created, the send will be automated with the cadence step you selected for the send. You do not need to create a general task for your cadence. However, if you prefer to send items manually, check out the Postal Chrome Extension article to learn about sending a one-off in a cadence using the Chrome extension.
NOTE: By default, triggers pull from the Contact Owner’s funds/budget. Using Send As option just changes the name and email the order is sent from. To change the funds source use the Spend As option.
Click here to learn more about the SalesLoft Integration .