Allowing your team to create and send items in a cadence from SalesLoft has never been easier.
Before You Start
You'll need to have Admin access in both Postal and its equivalent in SalesLoft.
Activating the SalesLoft integration
- Start by navigating to Profile Settings and select Integrations from the list on the left.
- Find the SalesLoft integration tile and click Connect to SalesLoft
- You'll be prompted to log in to SalesLoft and then returned to Postal
- Next, select enabled and choose the object mappings you wish to sync.
Note: all Activity from Postal will sync back to SalesLoft on the contact level. |
Next, let's move to Salesloft to finalize the integration.
Activating the Postal integration in SalesLoft
- Log in to SalesLoft
- Navigate to your Settings
- Navigate to Integrations under Admin
- Enable the Postal Integration - Authorize the request
Success! The integration process should now be done.
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NOTE: The integration runs every 15 minutes, so if you don't see your information in Postal right away, don't panic! |
The SalesLoft integration tile in Postal should look like the image below. Enabled in blue with a checkmark.
How to add Postal to your SalesLoft cadences for a one-off send
Postal is a native integration. Let's add a Postal step in your Cadence.
- Select Cadences on the left-hand navigation
- Select the Cadence you wish to add a step to
- Add a Step and select Postal
- Update Day Number and Multi-Touch if necessary then select Next
- Enter the step name and instructions for any specifications you want your team to execute on
- Add Step
Done! You have successfully added a Postal step to your cadence.
Check out our SalesLoft Integration page on Postal.com for more information about the integration.