Importing From Salesforce Accounts and Opportunities

Follow

Compatible with Salesforce Classic and Lightning, import your Contacts into SalesLoft directly from any Account or Opportunity record. 

When ready to import, click on the Import Contacts Into Cadence button located at the top of the Opportunity or Account page. 

Salesforce Classic: 

  

 

Salesforce Lightning: 

Contacts from Accounts and Contact Roles from the Opportunity record will immediately be imported for you to then add to any cadence within SalesLoft. 

 

Happy Lofting!

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk