Important: this needs to be done by someone who is both an admin of Salesloft and an admin of the GetAccept entity.
To be able to use our Salesloft integration you will need to authorize it via your GetAccept settings for Integrations.
You can also import Salesloft meetings—including recordings—into GetAccept Deal Rooms, helping buyers and sellers stay aligned with one shared source of truth.
How to connect GetAccept to Salesloft
Under the tab All integrations or Engage scroll down to find the Salesloft integration
Select Connect
Click on the button Connect again
You should be prompted to connect to the GetAccept app via a new tab. Click Allow.
Going back to https://app.getaccept.com/settings/integrations and opening Salesloft settings, you should see that the connection has been made.
Buyer events for proposals and contracts will now be automatically pushed from GetAccept to the related contact in Salesloft.
Adding Salesloft meetings to Deal RoomsYou can easily import meetings directly from Salesloft into GetAccept Deal Rooms. That means that recordings, discussion notes and action points can be added and shared with stakeholders.
This is a great way of creating a single source of truth for everyone involved in the deal, including your buyers.
To add Meetings from Salesloft, ensure the integration is connected, then head to a Deal Room. Check that the Meetings feature is enabled by going to your functionality settings.
Under the Meetings tab, you'll see the option to add a meeting. You can either add a meeting from Salesloft, or by creating it manually.
Choose the meeting you want to import. This will include the participants, video recordings, meeting notes and next steps. Participants will be automatically connected to the people already in the Deal Room. If new participants are detected, you'll be able to easily invite them to the room.
Keeping meetings up-to-date
Imported meetings are not automatically updated when changes are made in Salesloft.
Go to the Meetings settings and select Check for updates, and we'll update the Meetings page with the latest summaries, videos and other details from Salesloft.