Automatically Record Activities to Dynamics 365
Monitoring and tracking sales activities is a crucial element of what makes Dynamics 365 so effective. With CRM Sync, all calls made and emails sent in Salesloft are automatically recorded as activities in Dynamics 365. No manual updating — just one cohesive view of your activity. Teams can report on Salesloft activities in the CRM to measure efforts against revenue outcomes. Salesloft provides over 30 activities properties that can be pushed to the CRM including call duration, call disposition and sentiment, email activity counts and cadence identifiers, for deep insight into every activity.
Real-Time Bidirectional Sync
Easy to set up, customizable bidirectional sync keeps Leads, Contacts, Accounts and Opportunities updated and accurate across both platforms, automatically.
Bring Salesloft into your CRM
Optimize workflow using the Salesloft Connect Chrome extension in your CRM. Import records and run Cadence workflows directly within Dynamics 365.
Let Salesloft do the heavy lifting in Dynamics 365. Easily apply automation rules to execute manual, repetitive processes. Create rules including multiple actions built on a single set of criteria. Administrators can maintain full control over the flow of data in and out of the system and standard criteria can be set across the sales team, preventing duplicate communications at the account-based level.
Comprehensive Sync Log
This is why Sales Operations leaders love Salesloft. Salesloft provides complete transparency and valuable insight into what data is being transferred with a real-time log of all sync activities, including their status and outcomes. Review all the details on fields, records, time, and direction. With sync logs, Administrators can easily monitor the data transfer between platforms, easily retry failed syncs and troubleshoot mapping errors, should they arise.
Auto-map standard fields from your CRM to Salesloft and easily set up your team’s instance in no time. Administrators have the ability to choose which platform takes the priority for each data field while syncing.
Your Data is Serious Business. We Make Safeguarding it Our Business.
Automated sync should only be done with proper safeguards to prevent scenarios that could lead to data degradation.