FAQs/Integrations & tracking/RevSure Salesloft Integration Implementation Guide
Integrations & tracking · RevSure FAQs

RevSure Salesloft Integration Implementation Guide

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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