Distro <> SalesLoft Integration

In this article, we will review our Integration with SalesLoft, which automatically enables adding a Prospect in Distro to a Cadence from the Flow Builder.
This integration will need to follow the steps described below.

Table of Contents

• SalesLoft Integration in Chili Piper
• Mapping between Salesforce and SalesLoft
• Create Automation Rules
• Add your Prospects to a Cadence

SalesLoft Integration in Chili Piper

First, we must connect SalesLoft to your organization's integrations in Chili Piper. 

1. Go into the Admin Center and click Integrations on the right-side menu.
   
   
   
2. Click on Connect on SalesLoft's box. At this step, you must enter your SalesLoft's username and password to authenticate the app in Chili Piper.
   
   
   
3. You should be good to go when you see the Connected flag right next to it.

Mapping between Salesforce and SalesLoft

1. Go to your SalesLoft Settings, then Data, and finally Field Configuration.
   
   
   
2. Map Person Fields to Salesforce Lead / Contact Fields by clicking on the arrow and Edit Field
   
   The sync will fail if the above-required fields in Salesforce are not mapped:
   1. Names
   2. Email Addresses
   3. Company (for Lead)
      
3. Select the preferred sync direction:

Create Automation Rules

For this step, we recommend following the steps for "Importing Leads or Contacts from your CRM" highlighted in this article.

Add your Prospects to a Cadence

Now that your SalesLoft Instance is appropriately configured and integrated with Chili Piper, you can add any Lead or Contact to a Cadence by following the steps:

1. In your Flow Builder, you can now add the Add to Cadence node
   

2. On the side panel, you can select a specific Cadence and the Sender (either the Lead Owner selected by Distro or a specific Sender):

   1. The Cadence must be shared (Team Cadence, not Personal) and published to appear in this menu.
      
      
      

   2. Ensure the Sender has a SalesLoft License to send the Cadence.