Koncert now has a turnkey integration with SalesLoft, which allows users to import a call list(s) from SalesLoft into the Koncert portal during data migration with no loss of data.
To build a tight integration with SalesLoft, the following settings must be performed in the Koncert » Settings » Third Party Integrations tab.
NOTE: Please contact Koncert Support at email@example.com to enable the Third Party Integrations tab under Settings.
Pre-requisites: Before setting up SalesLoft in Koncert, log in to SalesLoft with your credentials and copy (or make a note of) the URL address. You will need the URL to authorize SalesLoft in Koncert.
- After logging into the Koncert portal (either standalone or CRM), navigate to the Settings » Third Party Integrations tab.
- Click on the Authorize button to authorize the SalesLoft integration.
- The SalesLoft Instance URL pop-up window will be displayed.
- Paste/enter the SalesLoft Instance URL that you copied/noted (as mentioned in the Pre-requisites section). Please remove all characters after .com and Click Save.
- After saving the Instance URL, the Salesloft Login page will pop up to authorize the use of your account.
- Log in with your credentials. After successful authorization, a confirmation message will be displayed. Click OK.
- The Authorize button will be disabled. Also, the checkbox ‘Enabled’ will be selected indicating that SalesLoft has been successfully integrated with Koncert.
The Assign Users and Call Disposition Mapping buttons will be enabled to allow you to proceed with the setup.
How to add a user to SalesLoft?
How to map dispositions to SalesLoft?
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.