How to use Reach with Salesloft
Step 1:
Go to the integrations page within the Reach dashboard:
Step 2:
Connect the Salesloft integration.
You’ll be prompted to log into Salesloft using your normal Salesloft credentials. After successfully logging in, you’ll be reverted back to the integrations page.
Step 3:
Select the leads whose icebreakers you want to export to Salesloft and select ‘Export to Salesloft’:
Step 4:
Find the icebreaker for each lead stored under the account name within Salesloft, as a Custom Field:
Step 5:
Add the Reach Message custom field to your email cadence using the dynamic variable format:
{{Reach_Message}}
This will get populated automatically for each lead with the message saved under their account.
