The Salesloft integration imports Salesloft Conversations recordings and transcripts into Four/Four, so calls and meetings recorded in Salesloft are analysed alongside your other customer conversations. It is read-only: Four/Four does not write anything back to Salesloft. Salesloft is a source of recorded conversations, not a CRM; connect your CRM as well to see account, contact and opportunity data.
Connect Salesloft
You need a Salesloft account with Conversations (call and meeting recording and transcription), and a Salesloft user who can authorise the connection.
In Four/Four, go to Settings > Connections.
Under Call recording, find Salesloft and click Connect.
Sign in to Salesloft and approve access.
You are returned to Four/Four. The card shows Syncing... during the first import and Connected when it finishes.
What is imported
Four/Four checks Salesloft about every five minutes for new or updated conversations. For each new conversation it imports the title, start and end time, attendees and transcript. Conversations with audio only are treated as phone calls; the rest as online meetings. A conversation that has already been imported is not imported again.
When you first connect, Four/Four imports conversations from roughly the last 90 days, then keeps importing new ones. Conversations must have been recorded and transcribed by Salesloft first.
Four/Four also reads your Salesloft users so conversations can be attributed to the matching Four/Four user by email address; inactive Salesloft users are skipped. Matching to CRM records works as for any other conversation: Four/Four uses attendee email addresses to find contacts and accounts in your connected CRM.
Troubleshooting
Authentication failed. Four/Four can no longer use the connection, for example because the connecting user was deactivated or access was revoked. Click Disconnect, then Connect and sign in again.
Authentication error banner on the Connections page. Salesloft rejected the sign-in. Try again with an admin user, and contact support if it persists.
Conversations are missing. Only conversations from roughly the last 90 days before you connected are imported, and they must have been recorded and transcribed by Salesloft.
To disconnect, click Disconnect on the Salesloft card.
Permissions
Connecting and disconnecting Salesloft in Four/Four needs the Manage connections permission. Without it, you cannot connect or disconnect the integration.