You can now push the leads you have collected using Outgrow experiences to SalesLoft using our native Outgrow - SalesLoft integration.
A. An Outgrow account
(Freelancer and Essential plans include limited Integration which allows you to sync lead details to SalesLoft, Business and Enterprise plans include loaded integration which allows mapping all fields including questions and responses from a content piece to SalesLoft.)
B. A valid InfusionSoft account with API access
C. A Live Outgrow Experience (Calculator / Quiz / Poll / Chatbot)
- Log in to your Outgrow account and open a live content piece for which you want to set up an integration with Salesloft. Once you are in the builder, navigate to the Integrations section in the Configure tab. Under Native Integrations, you will see Salesloft.
- Post clicking on the Configure Integration icon, an integration configuration window will open up. In this window, you will have to click on Authenticate With Salesloft.
Log in to your Salesloft account on the next screen.
- Once the authentication is done, you will get an option to Proceed with Account or Proceed with Segment.
- When you choose to Proceed With Account, in the first step you will be required to select the Account in Salesloft to which you want the Leads to be added.
You can choose to assign a single or multiple Tags to the leads as per your requirement. This is an optional step and in case you don't want to assign any Tag, you can click on Select and Continue.
Now you can proceed by mapping the fields.
Once you are done, click on Test Connection. In case you want to set up the Double Optin feature, you can do that in the last step. You can then click on Finish to save the configuration, and set the integration as live. Your Salesloft integration is now active.
In case you have created a Segment in Outgrow to group leads using criteria such as Browser Type, Outcome Received, etc. you can map the Segment with a List in your Salesloft account.
After clicking on Proceed with Segment, you can select the Segment from Outgrow and the List in Salesloft where you want to send the leads.
Once done, you can click on Map Fields.
You can set up multiple cases, i.e. you can select multiple segments and accounts to pass on your leads to Salesloft from more than one segment.
Under the If section, ie; Case 1, you will be specifying the segment in Outgrow that needs to be mapped, and under the Else section, ie; Case 2, you will specify the name of the account in which all the remaining leads will be added which do not meet the lead segregation criteria.
- After you are done with mapping, you can click on Test Connection. Now you can click on Save Conditions. In case you want to set up the Double Optin feature, you can do that in the last step. You can then click on Finish to save the configuration, and set the integration as Live. Your Salesloft integration is now active.
When you navigate to the integration dashboard, you will notice that the Active button will be toggled on for the Salesloft integration.
Once the integration is configured and is active, you can navigate to the Salesloft block to see more actions that can be performed on Salesloft integration after it has been set up.
Re-configure- In case your Salesloft credentials have changed or you want to connect Outgrow with a different Salesloft account, then you will have to Reconfigure your Salesloft integration to continue getting Outgrow leads in your Salesloft account. If you have collected some leads on Outgrow but don't see them on Salesloft then you should definitely try to Reconfigure once to fix it yourself. If that doesn't help then drop us an email with your query at [email protected]
View Mapping- If you need to go over which fields you have mapped to configure your Outgrow-Salesloft integration, you can click on view mapping. you can then toggle between tabs to view the mapping across all fields.
Task History- This contains the list of all the leads sent to Salesloft. The leads which are in queue to be synced will have status Waiting and those which have failed to sync due to some reason will be shown as Failed. If due to some error in connection your leads from a content piece have not been sent to Salesloft then you can Sync the leads to your Salesloft account after re-configuring. All the leads which were not sent to your account will be sent to Salesloft when you sync. If for some reason, even after syncing you do not see your lead on your Salesloft account then reconfigure once and then Sync.
Deactivate- In case you don't want to send leads from a content piece to Salesloft, you can simply deactivate it.
Task History: You can view the status of data transfer between Outgrow and SalesLoft here. You can check how many leads were sent, how many leads were not transferred to SalesLoft and how many of the leads captured using Outgrow are in pending status (have not been sent to SalesLoft yet).
Deactivate: You can deactivate the integration at any point of time by clicking on the deactivate icon.
Re-configure - In case your SalesLoft credentials have changed or you want to connect Outgrow with a different SalesLoft account then you will have to Reconfigure your SalesLoft integration to continue getting Outgrow leads in your SalesLoft account. If you have collected some leads in Outgrow but don't see them in SalesLoft then you should definitely try to Reconfigure integration once to fix it yourself.
In case you have any questions feel free to reach out to us using the chat option at the bottom, or you can also send us an email with your query at [email protected]. We will be happy to help you out.
For every Outgrow content piece you create, you will have to activate or deactivate the integration from the Configuration section in the builder, in order to start or stop sending leads collected in Outgrow to Salesloft.
Email field is a required field and needs to be mapped in order for the integration to be configured.
In case you have any questions or concerns, please feel free to reach out to us at [email protected], and we will be happy to assist you further.
Updated 7 months ago