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Integrations

Salesloft Integration

Connect your Salesloft account to dripIq so you can dial prospects from dripIq and sync call outcomes back automatically.

5 min readUpdated
Table of contents

Overview

The dripIq Salesloft integration lets each team member connect their own Salesloft account. Once connected, clicking a phone number in dripIq can open Salesloft to place the call. After the call, dripIq syncs outcomes such as duration, disposition, notes, and recordings back to the lead and contact.

What dripIq accesses

When connected, dripIq uses your Salesloft account to create or match accounts and people, create call tasks, and read call activity so results can sync back. We store encrypted OAuth tokens, your Salesloft user ID, team ID, and email. We do not bulk-export or resell Salesloft data.

  • Each user connects their own Salesloft account from their dripIq profile.
  • Phone clicks can open Salesloft to place the call when dialing is enabled.
  • Call outcomes sync back to dripIq after you complete the call in Salesloft.
  • You can disconnect Salesloft at any time from your profile settings.

Before you begin

  1. An active dripIq account with access to your profile settings.
  2. A Salesloft account with permission to create accounts, people, and call tasks.
  3. Salesloft dialing enabled for your dripIq organization. If you do not see a Salesloft section on your profile, ask an admin to turn it on.

Per-user connection

Salesloft is connected individually — not at the organization level. Every rep who wants to dial from dripIq needs to connect their own Salesloft account.

Connect your Salesloft account

  1. 1

    Open your profile

    Click your avatar in the top-right corner of dripIq, then select Profile. In the profile sidebar, choose Salesloft.

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  2. 2

    Find the Salesloft card

    On your profile page, the Salesloft card shows your connection status. If you have not connected yet, the status will show "Not connected".

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  3. 3

    Click Connect Salesloft

    You will be redirected to Salesloft to sign in and approve the requested permissions. Approve the access dripIq requests so accounts, people, tasks, and call activity can sync.

  4. 4

    Return to dripIq

    After approving, you are redirected back to your profile. The Salesloft card should show "Connected" with the email address of the Salesloft account you linked.

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You are all set

Turn on Use Salesloft for phone clicks on the same card. After that, clicking a phone number in dripIq opens Salesloft to place the call.

Enable phone-click dialing

Connecting Salesloft is not enough on its own. After the card shows "Connected", enable the dialing toggle so phone numbers in dripIq hand off to Salesloft.

  1. 1

    Open Profile → Salesloft

    Confirm the card shows "Connected" and the email for the Salesloft account you want to use.

  2. 2

    Turn on Use Salesloft for phone clicks

    When this is on, clicking a phone number on a contact, lead review, or call action opens Salesloft instead of your device dialer.

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If the toggle is missing

The dialing toggle only appears when Salesloft dialing is enabled for your organization and your connection does not need to be reconnected. If you are connected but cannot turn dialing on, contact your dripIq admin.

How dialing and sync work

When you click a phone number with Salesloft dialing enabled, dripIq prepares the call in Salesloft and opens it so you can place it there. That works from a call action, a contact record, or lead review.

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On a call action, clicking the phone number opens Salesloft instead of your device dialer.
  • dripIq matches or creates the Salesloft account for the lead and the person for the contact.
  • A call task is created in Salesloft for the phone number you clicked.
  • Salesloft opens so you can place the call from there.
  • After the call, dripIq syncs outcomes such as duration, connected status, disposition, notes, and recordings back to the lead and contact.

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Synced Salesloft calls appear under Call history, with a link to open the activity in Salesloft.

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On a contact, the latest Salesloft call shows under the phone number.

Fallback to your device dialer

If Salesloft is not connected, dialing is turned off, or the handoff cannot be prepared, dripIq falls back to a normal phone link on your device.

Disconnect Salesloft

  1. 1

    Open your profile

    Go to Profile → Salesloft.

  2. 2

    Click Disconnect

    On the Salesloft card, click Disconnect. dripIq will deactivate your stored Salesloft credentials and stop using Salesloft for new dials.

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  3. 3

    Revoke in Salesloft (optional)

    You can also revoke dripIq access from your Salesloft connected applications settings.

Disconnecting does not delete leads, contacts, or call history that was already synced. It only stops dripIq from making new Salesloft API calls on your behalf.

Troubleshooting

Connection expired or re-authorization required

If your Salesloft refresh token expires or Salesloft revokes access, the Salesloft card on your profile will show a warning that your connection expired. Click Reconnect to authorize again.

Phone clicks are not opening Salesloft

  • Confirm your profile Salesloft status shows "Connected".
  • Confirm Use Salesloft for phone clicks is turned on.
  • Confirm the contact has a phone number.
  • If a popup was blocked, allow popups for dripIq and try the number again.

Salesloft section is missing from your profile

Salesloft dialing is organization-gated. If you do not see Profile → Salesloft, ask a dripIq admin to enable it for your team.

Wrong Salesloft account connected

Disconnect the current account from your dripIq profile, then click Connect Salesloft and sign in with the correct Salesloft account.

More questions

See the Salesloft FAQ for answers about call history, recordings, sync timing, and disconnecting.

Still stuck?

Contact us at hello@dripiq.ai with your dripIq email and a description of the issue. Include whether you see a "Connected" or reconnection warning on your profile.

Need more help?

Our team can walk you through integrations, Smart Scheduling setup, and onboarding.

Open dripIqContact support