This article will show you everything you need to know to integrate Wiza with Salesloft.
In this article:
Connecting your Salesloft Account
1. Click Integrate
2. Click Connect under Salesloft
3. Log in to Salesloft and authenticate the connection
Field Mapping
Click Setup to customize how your Wiza data is imported into your Salesloft account.
By default, Wiza only creates People with fields that are already set up in your Salesloft account.
Custom Field Mapping:
You can create custom Wiza fields. Let's say that you have a Salesloft Field called "Source" that you would like to populate with the field "from Wiza" for all of the contacts that you import from Wiza.
To do this:
At the bottom, click Map new field.
Select Custom from the Wiza Field dropdown.
Select the Salesloft field you would like to map to, in this case 'Source'.
On the right, select 'Set' and enter "Wiza".
Select Save changes.
Now, every contact that you import from Wiza will include the value "Wiza" within your Salesloft Source field. This makes filtering your existing Salesloft database for contacts created by Wiza very easy.
Syncing your data
To sync your list:
To sync contacts from a list: Go to Lists and select an option from the dropdown menu at the bottom of a list. You can optionally add the contacts to a cadence.
'Valid' includes emails that have been verified for deliverability. These emails are 97% deliverable.
'Risky' = emails that Wiza couldn't verify for deliverability. These are always free and do not use email credits.
To learn more about valid and risky emails, click here.
If you would like to only sync a select few people, click on your list to open the contact's browser. Then select the Sync option next to each contact.
Sync to CRM and Add to Cadence:
If you are integrated with a CRM like HubSpot, Salesforce, Zoho CRM, Pipedrive, or Attio, you can sync to CRM, and add People directly to a Salesloft Cadence in one step.
To do so, click Integrate at the top of your dashboard. Then select the Primary toggle switch under the CRM of your choosing.
When starting a sync, select Add to Salesloft Cadence.
Choose a cadence from the list.
Start sync — Wiza will handle the rest.
Settings:
Under settings, you can set your Salesloft field mappings as the default for all users on your Team.
Primary Sync Method:
If you have connected multiple integrations to your Wiza account, but you want to sync your contacts to Salesloft, you must select Salesloft as the Primary sync method.
To do so, click Integrate at the top of your dashboard. Then select the Primary toggle switch under Salesloft.
Now you will see the Salesloft icon whenever you sync.
💡 Need help? Click the chat icon in the bottom right to message support.