Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and SalesLoft integration
Pick up a SalesLoft cadence in a Tidio chat and stop the steps once somebody replies.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and SalesLoft
Continue the cadence conversation
The agent sees which SalesLoft step was sent and answers instead of starting again.
Stop the next step
A real reply in chat removes the person, so no scheduled email follows it.
Enroll somebody met in chat
A visitor who is interested but not ready can be added to a SalesLoft cadence.
Keep the record complete
Activity written to SalesLoft means the rep sees the whole picture.
Overview
SalesLoft runs the cadences and records the calls and emails behind them. A prospect who clicks through and starts a chat has effectively replied, and the cadence should know. Connecting SalesLoft to Tidio lets whoever answers see the cadence and the last step sent, and lets the conversation remove the person so no scheduled step follows a real exchange. SalesLoft stays the record of activity.
Key features
- Cadence context in the chat See the SalesLoft cadence and the last step sent.
- Steps stop on a reply A conversation removes the person from the cadence.
- People created from chat A visitor becomes a SalesLoft person with detail.
- Activity logged The chat is recorded against the SalesLoft record.
SalesLoft
CRM
Tags
CRM
Contact Sync
How it works
Connect SalesLoft in minutes
1
Connect SalesLoft and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and the SalesLoft API talk directly.
2
Match the person
Email is the usual key, or an identifier passed on the cadence link if you have one.
3
Define a real reply
Only a genuine exchange removes somebody. SalesLoft stays the record of what was sent.
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Frequently asked questions
Common questions about the SalesLoft integration
Should any chat remove somebody from a cadence?
No. A prospect with an unrelated support question should stay enrolled, or you will drop people for no reason. Let the agent mark the conversation as a genuine reply, and use that to remove them from the SalesLoft cadence.
What should be logged back?
A short activity with the outcome, not the transcript. Reps scan SalesLoft records to decide what to do next, and a pasted chat log makes that slower. Log what happened and link to the conversation for the rare occasion somebody needs it all.
Is the SalesLoft integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the SalesLoft integration.