Connectors
Operations Applications

Salesloft

5min

SalesLoft is a uniquely positioned Customer Relationship Management (CRM) platform that drives operational efficiency for marketing, sales, and service teams to collaborate on customer success. DLH.io connects to SalesLoft to help customers accelerate the single source of truth management of your companyโ€™s relationships and interactions.

Connector Pre-Requisites

Connecting to SalesLoft, you need to make sure that:

  • You have access to retrieve metadata from your SalesLoft account

Instructions (Basic Connection Setup)

Remember DataLakeHouse.io securely connects to your SalesLoft instance by redirecting you to the SalesLoft portal for you to sign in via SalesLoft login. DataLakeHouse.io does not capture or store your password/credentials.

Using the form please complete the following basic steps:

  1. Enter a Name or Alias for this connection, in the Name/Alias field, that is unique from other connectors.
  2. Enter in the Target Schema Prefix field, a name that will be unique in your target destination where you wish to integrate the data.
  3. Click the Authorize Your Account button which will transport you to the Salesloft login, where you will enter your Salesloft account credentials. ย  Once your credentials are accepted you will be automatically redirected back to this DataLakeHouse.io portal and you should be able to see a successful connection.
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Instructions (Video)

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