SalesLoft Triggers are a way to automate sending items in your SalesLoft cadences. Before you begin, please make sure to have SalesLoft integrated with Postal. Check out the article SalesLoft Integration for help doing so.

Let's Get Started

  1. First log in to Postal and select Automation, then Triggers

  2. Select 'Create A Trigger' and select SalesLoft as your integration

  3. Select the cadence and the step at which you wish to have a send automated

  4. Name your Trigger so you can track it in Postal's reporting

  5. Select the Action for your trigger - Start a Playbook or Send a Postal. Once you have chosen your action, select 'Create Trigger'

  6. From here you will be directed to select an item for the cadence in Postal's Marketplace

  7. Follow the prompts to pick out your approved and saved item for sending. Then, customize the message, and select 'Create a Trigger'

Once a trigger is created, the send will be automated with the cadence step you selected for the send. You do not need to create a general task for your cadence. However, if you prefer to send items manually, read this article to learn about sending a one-off in a cadence using the Chrome extension, Postal Everywhere.

Click here to learn more about the SalesLoft Integration.

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