topic Creating a workflow to include SalesLoft in Sales Integrations

Creating a workflow to include SalesLoft

sarajschonfeld — Thu, 25 Jan 2024 19:19:00 GMT

Before I go through the trouble of downloading the SalesLoft integration (which sounds like it's not the greatest) I was wondering if I would be able to use a workflow to add someone to a SL cadence. Has anyone done this before? Or if you have the connection, go to create a workflow and let me know if that's an option foryou!

Re: Creating a workflow to include SalesLoft

trevordjones — Thu, 25 Jan 2024 22:00:37 GMT

HI @sarajschonfeld ,

If you are referring to this app in the marketplace, it is a simple data sync that allows you to synchronize fields on the Contact and Company records. The app doesn't have access to workflows, so you won't be able to directly trigger a cadence from a HubSpot workflow.

Re: Creating a workflow to include SalesLoft

sarajschonfeld — Tue, 30 Jan 2024 00:41:48 GMT

That answers it, thanks!