Who can do this?
Notes
Purpose: Configuring Salesloft for UserGems has two important benefits:
- It allows UserGems to push templated cadences directly into your Salesloft so you don’t need to build cadences and messaging from scratch
- It allows UserGems to automatically add Contacts directly to the right cadence to reduce the manual work for your reps
Steps:
1. Connect Admin Salesloft User
→ this will give UserGems the API access we need to create cadences and add records to cadences
2. Map 'UG - Past Company'
-> pull in the contact’s past company to Salesloft automatically
- Click your initials or photo in the top right -> click "Settings" → click “Field Configuration” → click “+ Create Custom Field"
- Map the following for contacts, leads, or both (depending on what you’re using)
- Salesloft field name: UG - Past Company
- Field type: Text
- Check the “Map to CRM” contact and/or lead check-box depending on your setup
- CRM Contact/Lead Field Name, search and select “UG - Past Company”
- Direction = Salesloft ← CRM
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3. Ensure Salesforce & Salesloft Sync is Configured
→ this ensures UserGems contacts/leads will be synced to Salesloft
- Click your initials or photo in the top right -> click “Settings” → click “CRM Sync” → on the “settings” page make sure the “Linking People” section is set to pull in leads/contacts
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Click the “Sync Management” tab at the top of the page → make sure data is enabled to sync bi-directionally between Salesloft and Salesforce.
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Create an automation to add UserGems contacts in Salesforce to Salesloft. Salesloft doesn’t sync all contacts by default.
Select “Settings” → click "Automation Rules” → click “Create New Rules” then:
- Name = “Create UserGems Person”
- Trigger Category = CRM Data Sync
- Trigger = "When a contact is not found in Salesloft"
- Criteria = UG - Past Company = is not null
- Action = Create Person
- Toggle on "Enable Rule after saving"
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If adding UserGems Leads in addition to Contacts, repeat the steps above to create a separate automation rule with the Trigger = "When a lead is not found in Salesloft" (screenshot below) - this should be ordered AFTER the "create person" from Contact automation
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Some additional notes on these automations:
- Since automations run in order from top down, we recommend positioning these "Create person" automations at the top of your automation list to ensure that unintended automations don't override them
- Click "View Rule Logs" in Automation Rules to identify why automation rules failed to run
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4. Add the custom variable “UG - Past Company” to your UserGems cadences
→ this way reps don’t need to manually find the past company and type it in
- Search your UserGems cadences → for each email step, click in and see if there are any prompts [[! replace with customer variable past company]] → delete → click the add “{}” variables button → search and select “UG - Past Company” → repeat for all email steps in UserGems cadences
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Troubleshooting
- Picklist configuration: picklist values must match exactly between Salesforce and Salesloft for records to be created
- Under "Settings" -> "Field Configuration" -> we'll use the example of the "Account Type" field but this applies to any picklist -> click the Dropdown arrow next to it -> click "Edit Field"
- Make sure that the Active Picklist Options exactly match the ones coming from Salesforce; mismatches here can prevent a lead or contact record from being created
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- If you need to debug:
- Navigate to "Settings" -> Click "CRM Sync" -> click "Sync Management" -> under "CRM Sync log" click "View Logs". Check Status: Failed
- Automation Rules has a “View Rule Logs”. Check Status: Failed
- The individual Automation Rule has a “View Logs” (need to edit the rule to view)
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