CloudTalk
Make your sales team unstoppable with Salesloft and CloudTalk Integration. Streamline all your communication with two-way synchronization and manage calls directly in Salesloft.Â
Description
The CloudTalk + Salesloft integration brings together the best of both platforms, enabling sales teams to streamline communication and boost productivity.Â
Key benefits
Log Every Call and SMS, Effortlessly
CloudTalk automatically logs all calls and SMS directly into Salesloft, complete with key details like call type, duration, and comments. Calls are also linked to the correct Salesloft person and account, keeping your records organized and your team focused on selling.
Real-Time Caller Insights for Better Conversations
During incoming calls, CloudTalk provides Insight Cards with caller details, including names and links to their Salesloft profile. This ensures your team can lead more informed and impactful conversations, all while keeping their workflow within Salesloft.
Effortless Setup and Seamless Workflows
Setting up the integration takes less than 5 minutes, requiring no technical expertise. Use Salesloft’s click-to-call feature to make outbound calls with CloudTalk’s dialer, ensuring zero delays and crystal-clear quality.
Keep Your Sales Data Centralized
By using CloudTalk in tandem with Salesloft, your team can manage all calls and SMS activities without ever leaving Salesloft. This integration ensures no missed details, so sales teams can focus on what matters—building relationships and closing deals.
Outstanding Support When You Need It
Our friendly and knowledgeable support team is always here to help, ensuring your sales call center runs smoothly and your team stays productive.
How It Works
Contacts
- Syncing Made Easy: When you first set up the integration, your contacts are imported. Any updates or new contacts in either Salesloft or CloudTalk are automatically synced in real time after saving changes.
- Merging Duplicates: Contacts with the same phone number, email, or name in Salesloft will merge to keep your data clean.
Field Mapping (Key Examples):
- CloudTalk contact details like name, phone numbers, emails, and tags map directly to the relevant fields in Salesloft.
- Additional details such as the account’s company name, industry, website, and address sync for a comprehensive view.
- The contact owner in Salesloft syncs with the "favorite agent" in CloudTalk, provided the email matches. Favorite agent is one of the call routing options within CloudTalk.
Calls
- Call Tracking: Calls made or received through CloudTalk automatically create activities in Salesloft, linked to the correct person and account.
-
Details Synced:
- Call notes, tags, recordings, and duration are included.
- Inbound missed calls are assigned to the user who added the integration.
SMS
- Message Logs: SMS messages sent through CloudTalk create notes in Salesloft, attached to the relevant person and account.
- Details Synced: The SMS message content and whether it’s inbound or outbound are recorded as notes.
Media
Setup
You can enable the integration through CloudTalk’s dashboard or Salesloft's integrations page. A detailed setup guide is available in the CloudTalk Help Center.
FAQ
The integration connects CloudTalk (a cloud-based AI calling and contact center solution) with Salesloft (a sales engagement platform). It allows seamless synchronization of contacts, call activities, and SMS messages between the two platforms, ensuring up-to-date customer records and streamlined workflows.
This integration is perfect for sales teams using Salesloft to manage customer relationships, streamline call workflows, and enhance outbound engagement, while relying on a dependable global calling solution with both advanced calling features.
Yes, you can configure:
- Which CloudTalk numbers send calls or SMS to Salesloft.
- Which call details and notes are synced.
Updates sync instantly after changes are saved in either CloudTalk or Salesloft.
CloudTalk stands out for:
- Global Coverage: Reliable calling services over 160+ in multiple countries with exceptional call quality backed by a multi-carrier network.
- Advanced Features: Tools like IVR, call recording, dialer and AI analytics tailored for sales and support teams.
- Easy Integration: Direct syncing with platforms like Salesloft, HubSpot, and more for unified workflows.
CloudTalk boosts sales performance by:
- Reducing time spent on manual tasks with automatic call logging and real-time contact syncing.
- Enabling deeper customer insights with call recordings, AI analysis, and activity tracking.
- Supporting remote and global teams with high-quality international calling.
Absolutely. CloudTalk ensures:
- Stable, high-quality calls across the globe.
- Coverage in over 160 countries with local numbers.
- Features designed for global outreach.
Check out our coverage here:Â https://www.cloudtalk.io/country-coverage/
The integration creates a unified system where:
- All customer interactions are tracked in one place.
- Advanced calling features complement Salesloft’s engagement tools.
- Teams spend less time on admin work and more time on closing deals.
- You get affordable international calling and unbeatable call quality and stability.
CloudTalk prioritizes call quality through:
- Optimized infrastructure for minimal disruptions.
- Multi-carrier strategy for stable connections.
- SIP decentralized infrastructure for improved call quality in remote areas.
- Ongoing support and monitoring to resolve issues quickly.
