SalesLoft’s Connect features let you access and perform SalesLoft functions directly from the applications you use the most, like your email or CRM.
SalesLoft Connect for Gmail improves your sales process by allowing you to view your prospect’s SalesLoft logged data and use SalesLoft’s core functionalities directly from Gmail.
In this article, you will learn all of the features available with SalesLoft Connect for Gmail, including:
- How to Install Connect for Gmail
- SalesLoft Emails Within Your Gmail
- Log Email Activity to Alternative Records
- Tasks in Gmail
- Reminders in Your Gmail
- Book a Meeting on Demand in Gmail
- How to Add a Person to SalesLoft from Connect for Gmail
- The SalesLoft Connect Person Profile View
- Connect for Gmail Live Feed
- How to Make Calls in Gmail
- SLU: SalesLoft Connect for Gmail (Video)
Before you can put Connect for Gmail into action, you need to install the SalesLoft Google Chrome Extension.
You have two options to install the Chrome extension:
- Download the Chrome extension from the Downloads tab under your SalesLoft Personal Settings.
- For a more direct route, click the link here to download.
After the extension has been installed, refresh your browser. You will see two tabs, Emails and Reminders, across the top of your Gmail inbox. A side panel will also appear on the right side of the browser window. Welcome to Connect for Gmail!
Installing the SalesLoft Google Chrome Extension allows you to leverage SalesLoft email and templates from your Gmail account.
To learn everything about sending SalesLoft emails from within the Gmail interface, check out our Send Emails from Gmail article.
Logging email activity to alternative records (aka CRM Record Selection) gives you complete control over which Salesforce record an email will be logged to when Lofting an email from Gmail.
For more information on this feature, check out our complete explanation in the SalesLoft Activity Logging article.
To log email activities to different Salesforce records from Gmail, follow these instructions:
- Select Compose to open a new email window. Make sure the Lofting toggle is enabled (blue).
- Enter the email address.
- A grey bar will appear beneath the Subject line of the email compose window. This bar will let you know where in Salesforce the email is going to log.
- Thing to Note: In the event that there is both a Lead and a Contact in Salesforce with that email address, we select the default Salesforce record (Contact or Lead) based on the "Linking People to Salesforce" selection the team admin has selected under Salesforce Connector Settings.
- There are two options to access the Edit Log To window:
- Click the Edit button on the far right of the grey bar.
- Select the Log To button on the bottom toolbar.
- The Log To pop-up window will populate any Salesforce matches tied to the record. The records will be divided between the following options:
- Name: Shows any Lead or Contact records tied to the email address.
- Related To: Shows any related Account or Opportunity records tied to the email address.
- Click the X on the right side of each dropdown to remove the current record. Removing the record allows you to search for any Salesforce record to link to. Search and use the dropdown to find the record you're looking for.
- Select the record you want.
- Click Confirm. SalesLoft will remember the record(s) and use them as the defaults for future messages to this Person (unless they are edited again).
- Send your message by hitting Loft It.
Tasks in Gmail
SalesLoft Tasks create and handle one-off actions.
These events will sync to the appropriate CRM records in Salesforce to give increased visibility to other sellers and managers in the organization.
Specifically, you can create one-off Call or Email Tasks that is assigned with a date and time inside of the Connect for Gmail Sidebar. After the tasks is created, you will receive a Chrome notification when the time is reached.
Things to Note:
- Tasks may only be assigned to People who have been imported into SalesLoft.
- To receive notifications, Chrome Notifications must be enabled.
Once a tasks is created, you can run a Tasks with a single click automatically leveraging the Dialer and email compose window. Completed Tasks will automatically sync the event to Salesforce, providing a higher level of visibility across the organization.
To access Tasks, open the SalesLoft sidebar while using Connect for Gmail and click the top tab with the checkmark on it.
Create a Task
Before you can complete one-off actions via Tasks, you must create the Tasks to work out of. Follow these steps to create a task:
- In Gmail, open the SalesLoft Sidebar.
- You have three options to create a Tasks:
- Click the Tasks icon in the Sidebar. Then click Create Tasks. The Sidebar will open to the Create Tasks module.
- On the Person Profile View, click the Create Task button.
- From an email thread, click the Create Tasks button.
- Add a Subject for the tasks. The Subject can be anything the user would like to help them remember details about this task, up to 255 characters.
- Choose from one of the following Tasks Types by click the :
- Add the Related Person. The Related Person is the Person in SalesLoft linked to this scheduled action.
- Confirm the Assignee. The Assignee will be the SalesLoft user who runs the Task. Typically, the Assignee will be you, so you will see your name. However, if you was to give the Task to another team member, use the dropdown menu to find and select their name.
- Due Date should be the date the user wants to complete this action. Users can optionally add a time to the Due Date which will surface a chrome notification to the user. This is useful for any action that is time sensitive like a scheduled call.
- Click Set Task Reminder to add a specific time to complete the Tasks. When you click Set Task Reminder, the Reminder Time (15 Minutes) text box will appear. Enter a time of day or use the up down arrows to adjust the time.
- If you change your mind and don't wish to set a reminder time, click the minus icon to the right of the Reminder text box to cancel.
- Click Create Task to save.
The Tasks List
Tasks that have not yet been completed will display in this list view. Tasks are ordered by Due Date with overdue Tasks appearing at the top of the list.
Each tasks shows the following details:
- Tasks Type: Icon that signifies the type of tasks to be completed.
- Subject: Description of the tasks.
- Person Name and Account: SalesLoft Person the tasks will be logged to. If the Person and Account are linked in SalesLoft, they will appear as a blue link that you may click to view them in SalesLoft.
- Due Date and Time if applicable
Complete a Task
When you are ready to complete a task, hover over the Task card and either a Call or Email button will display depending on the task type.
Clicking the Call button will open the SalesLoft Dialer with the Person's number automatically input.
Clicking the Email button will open a new email pane. Type a new email or insert a template from this view.
Finishing a call or sending an email will complete the task and remove it from the user's view. The completed task will sync to Salesforce as a completed activity.
- Mark Complete: If you reply to a threaded email chain outside of Salesforce or use a different phone line to complete a call, choose the option to 'Mark Complete which will complete the task and remove it from the Task view. Tasks marked complete will also sync to Salesforce as a completed activity.
- Edit Task: To edit any information inside of a Task, access Edit from the drop-down on an individual Task. For example, a Task may need to get rescheduled farther into the future. This can be achieved by using the edit function.
- Delete Task: To delete a Task, select Delete from the drop-down on an individual Task.
SalesLoft Reminders allow you to stay on top of your one-off events and make sure you never miss a beat. With Connect for Gmail, you can view and complete reminders to stay on top of your non-Cadence tasks. You will find your reminders in a dedicated tab at the top of your inbox.
View a full list of your SalesLoft Reminders in the Reminders tab located above your inbox. The tab is designated by the bell icon.
When you select the tab, you will see your list of reminders, including the Person’s name, the subject of the reminder, and due date. Reminders may be listed out by day or month, or you can view all of your reminders.
Completing a reminder is just like checking an item off of your to-do list. Once a reminder has been completed, go to the Reminders tab and select the circle to virtually check off the reminder.
Set a Reminder
To set a reminder, follow these steps:
- Open the SalesLoft Person Profile side panel in your Gmail.
- Click the Reminder icon (bell icon) below the Person's name in the side panel.
- Enter a subject for the reminder (something like, "Reconnect post vacation").
- Select the Due Date from the calendar menu and add a time.
- Add any notes for the reminder (if applicable).
- Click Create Reminder.
Book a Meeting on Demand in Gmail
Booking a meeting using SalesLoft allows you to create calendar events that will log into SalesLoft and Salesforce.
With Connect for Gmail, you can schedule meetings with prospects on the fly from the Person Profile view in the SalesLoft Connect for Gmail sidebar.
To book a meeting on demand from Gmail, follow these steps:
- Open the SalesLoft Person Profile side panel in your Gmail.
- Click the Calendar icon to book a meeting. The Book a Meeting module will appear.
- Select a meeting type to populate meeting details automatically.
- Assign the meeting to anyone on your team who has their calendar set up in SalesLoft (if applicable).
- In the Attendees section, invite additional guests to the meeting by email.
- Select the time slot(s) you want to apply to the meeting.
- Once a required time slot is selected and all meeting details are filled in, users can click the Book Meeting button and the invite will be sent to the prospect.
The person you are emailing must be added to SalesLoft’s database in order to benefit from Connect for Gmail (or else we have no data to work with). If the person is not in SalesLoft, you can quickly add them directly from Gmail.
Follow these steps:
- Select the Person’s email.
- The SalesLoft Panel will display This Person was not found in SalesLoft.
- Click the button Add to SalesLoft.
- Enter the Person’s information and click Add.
- The Person will now exist in SalesLoft. Based on your Linking People to Salesforce Settings, SalesLoft will scan your Salesforce for a matching Lead or Contact record. If linking People is enabled and a record is found, SalesLoft will link the Person to their matching Salesforce record.
Manually Link a Person to Salesforce
To manually link a Person to their Salesforce Lead or Contact record, follow these steps:
- From the new Person record, click Link to Salesforce Record.
- Possible Lead and Contact matches will display for that Person.
- The Person's data will sync to the linked record, ensuring all of your CRM activities are captured promptly and correctly.
Creating a New Salesforce Contact from Gmail
When adding a new Person from Gmail, SalesLoft can take care of the additional step to create a Contact record in Salesforce. However, unlike creating a Lead in Salesforce, Contacts must be linked to an Account record. If the new Person is linked to a SalesLoft Account that has a corresponding Salesforce Account, we'll create the Contact immediately, no problem.
For People who are not connected to an Account in SalesLoft and/or Salesforce, we'll create the SalesLoft Account or link the existing Salesforce Account to the SalesLoft Account. Upon adding the Person to SalesLoft, select the appropriate Salesforce Account and we'll take care of the rest.
Things to Note:
- Creating a Contact does not allow users to create new Accounts in Salesforce.
- Creating Contacts and Leads requires Salesforce Sync to be enabled for your team's account, as well as Person fields to be mapped correctly.
- You must be configured as a user in Salesforce Connector Settings.
Connect for Gmail gives you visibility into a SalesLoft Person Profile from a side panel within Gmail. This way you don’t need to bounce back and forth between your email and the SalesLoft platform.
By default, the side panel, known as the Person Profile view, will display the first Person from the newest email in your inbox. As you navigate through your inbox, the side panel will automatically display the Person's SalesLoft Profile.
A Person' Profile displays all of the familiar information and actions available in SalesLoft, including:
- Create a Tasks.
- Click the pencil icon to edit your Person's information.
- View contact information and click to send a one-off email.
- Mark your Person as Do Not Contact.
- Mark your Person as a Success.
- Create Reminders by clicking the bell icon.
Connect Profile Contact Tab
Below the Person’s profile information, there are multiple tabs to view. The first is the Contact tab. The Contact tab shows the Person’s contact information including email address, available phone numbers, and other standard information available for that Person.
Things to Note: Contact information pulls from the completed fields of the Person’s SalesLoft Profile.
In addition to viewing the contact info, you can take the following actions:
- Click available email addresses to send an email.
- Add tags: Tags are labels or folders that you can use to organize groups of people in SalesLoft. To add a tag, type the name of the tag in the text box and hit your enter key.
- Update the Person Stage: The Person Stage keeps you up-to-date with where the Person is in the sales cycle. To update a Person’s stage, select the Person Stage dropdown menu and pick the stage you want.
Connect Profile Cadences Tab
The Cadences tab displays information about Cadences a Person is on as well as their Cadence history.
In addition to viewing the Person’s Cadence history, you can also add the Person to a Cadence. Select the blue Add to Cadence button. Search from My Cadences or Team Cadences in the Add to Cadence pop-up window. Select the Cadence you want. If the Cadence uses AB testing, you can select the email variant you would like that Person to receive.
Things to Note: For Team Cadences, you will be able to filter and search Cadences by Group content.
If your team has group content assignment enabled, your team content will default to content assigned to any groups you're assigned to.
You can take actions on People who are active in a Cadence from the side panel, including changing the Person’s Cadence due date and removing the Person from the Cadence.
- Select the purple Calendar icon and pick a new date to pause the Person on a Cadence.
- Remove a Person from a Cadence by selecting the red Remove icon.
Connect Profile Activity Tab
The Activity tab shows all of the email, call, and Cadence activity for this Person. This is a quick way to recap all previous interactions between you and the Person or between the Person and any other SalesLoft user on your team.
To view the previous activities, click the Activity tab.
Connect Profile Notes Tab
The Notes tab does exactly what the name says — it allows you to log notes on the Person’s record in SalesLoft. When you log a note, you can quickly reference it from the Notes tab, or view it under recent activity. Notes even log into your Salesforce activity history with the subject line “note” for seamless logging and clarity across the platforms.
Click the Notes tab to view and add notes to this Person.
Connect Profile Tasks Tab
Allows you to view all of the Tasks that have been created for this Person.
The Live Feed provides you with real-time alerts when your prospects interact with your emails, including viewing the email, clicking a link, or replying, all directly within Gmail. To access the Live Feed in Connect for Gmail, navigate to the heartbeat monitor icon in the top right corner of the side panel. Find out more about the Live Feed here.
SalesLoft’s Chrome extension lets you use the Dialer from wherever you work, including your Gmail. You can right-click a phone number listed within an email or select a number from the Person Profile side panel. For more information about making calls from your Gmail, visit the Dialer Everywhere article.
SLU: SalesLoft Connect for Gmail (Video)
Want to know learn about SalesLoft Connect for Gmail, but prefer a video format? Visit SalesLoft University to see the SalesLoft Connect for Gmail video tutorial.