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.
Authorize Salesloft
- For authorization logging into the Koncert portal (either standalone or CRM).
If the Salesloft is selected as Sales Engagement Platform during Org creation, an Authorize Salesloft popup will be displayed, when accessing the Koncert portal.
Click the Connect button.
(Or)
Alternatively, you can perform the below steps.
For Admins: Navigate to the Administration » Third Party Integrations tab and click on the Authorize button.
For Users and Managers: Navigate to the Settings » Third Party Integrations tab and click on the Authorize button.
- Upon clicking the Authorize or Connect button the Salesloft Login page will pop up to authorize the use of your account.
- Login with your credentials. After successful authorization, the below confirmation message will be displayed. Click Close.
- The Authorize button will be hidden from your view. Also, the Green Checkmark
icon will be made visible indicating that Salesloft has been successfully integrated with Koncert.
The Connected Users and Call Disposition Mapping buttons will be enabled to allow you to proceed with the setup.
NOTE: The Connected Users and Call Disposition Mapping buttons will be enabled only for the Manager and Admins.
Connected Users
Admins and Managers can view the list of users who have authorized Salesloft by clicking the 'Connected Users' button as shown below.
Related Article
How to map dispositions to Salesloft?
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.