RevSure Salesloft Integration Implementation Guide

Short answer

This guide connects Salesloft to RevSure. In Data Hub, add a Salesloft source, name the connection, choose a historical sync date and frequency, and connect. This brings Salesloft sales-engagement data into RevSure.

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button

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2. Select Salesloft data source, and it will open a sidebar to configure the connection details

RevSure Salesloft Integration Implementation Guide (figure 1)

3. Enter a unique connection name to identify the connection

RevSure Salesloft Integration Implementation Guide (figure 2)

4. Select historical date to sync from

RevSure Salesloft Integration Implementation Guide (figure 3)

5. Select sync frequency, time and timezone to trigger

RevSure Salesloft Integration Implementation Guide (figure 4)

6. Click "Connect"

RevSure Salesloft Integration Implementation Guide (figure 5)

7. Login using your credentials in Salesloft SSO pop up

RevSure Salesloft Integration Implementation Guide (figure 6)

8. Click "CONFIRM MAPPING" to confirm mapping

RevSure Salesloft Integration Implementation Guide (figure 7)

9. Data source will be added, and you will be able to view sync status

RevSure Salesloft Integration Implementation Guide (figure 8)

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