Allowing your team to create and send items in a cadence from SalesLoft has never been easier.
Activating the SalesLoft integration in Postal:
Go into your Profile Settings and select 'Integrations'
Select the SalesLoft logo and click 'Connect to SalesLoft'
Next, you will need to check the boxes for what you wish to sync over from SalesLoft to Postal. Select the boxes that match best for what you would like to sync over such as contacts/leads, activity, and any other information you wish. Please note that all Activity from Postal will sync back to SalesLoft on the contact level.
Once completed, login to SalesLoft and ensure you add Postal integration. See instructions - SalesLoft Admin below.
To start sending in SalesLoft, you can either use the Postal Everywhere extension for sending a one-off Postal or add Postal to a cadence by a general task or by a trigger which will allow for an automated send.
Follow the steps below to complete the SalesLoft / Postal integration setup as desired!
To ensure your connection is made, you will need to log in as the Admin of SalesLoft.
Activating the Postal integration in SalesLoft:
Login to SalesLoft as the Admin
Navigate to your Settings
Once in Settings, navigate to "Integrations" under Admin
Select Integration add - Postal.io
Follow the steps to authenticate your Postal account
Authorize the integration in your Postal account
You need the same admin on both platforms (Postal & SalesLoft) to enable the integration. The integration only works for users with licenses to both platforms.
How to add Postal to your SalesLoft cadences for a one-off send:
Log into SalesLoft
Select Cadences on the left-hand navigation
Create New "My Cadence" or "Team Cadence"
Add a Cadence by creating a step under - Other - Title this as a General Task for a Postal Send.
When a General Task for Postal is due, you will be directed to log in to your Postal account and select an already approved gift or direct mail option
Now that you are back in Postal, follow the prompts to customize your selection for send
Adding items for sending in SalesLoft and any of our partner integrations is a manual step. The general task to send an item in your SalesLoft cadence serves as a reminder to log in to Postal and send a gift/mail to your contact!
Now that you have cadences set up and your Postal account configured with SalesLoft, you can also send direct mail and gifts while working in SalesLoft through Postal's chrome extension, Postal Everywhere!
Learn how to automate sends with Salesloft Triggers.