Configure Person and Lead field mapping in Salesloft

All demos from “Sideline Strategy: Recommended Field Configurations”

1. 1:332:48Configure Person and Lead field mapping in SalesloftCurrentWalkthrough of mapping standard and custom fields for People and Leads, including setting bidirectional sync and managing opt-out status between Salesloft and the CRM.Salesloft· Sync leads to CRM
2. 4:192:27Mapping Account and Cadence data fieldsDemonstration of mapping account-level fields and cadence-specific data (like cadence name and stage) to ensure visibility of sales activity within the CRM.Salesloft· Sync leads to CRM
3. 6:442:02Unidirectional Opportunity and Activity mappingHow to set up unidirectional field mapping for opportunities and activities (calls, meetings, dispositions) to power CRM reporting.Salesloft· Sync leads to CRM
4. Watch “Sideline Strategy: Recommended Field Configurations” →

Sync leads to CRM

Salesloft12Pipedrive12Close CRM12Clay9Apollo6Smartlead5Lusha5Waalaxy4Snov.io4Outreach4Instantly3Dripify3ZoomInfo2Lead Loft2HeyReach1Reply.io1Expandi1Hunter1ConnectAndSell1NeverBounce1Cognism1Orum1GoHighLevel1

1. 0:561:09Configure CRM-only import settingsThe demo shows how to navigate to general settings and restrict lead imports to the CRM only to prevent manual data entry errors.@Salesloft
2. 2:021:35Disable 'Create People when Lofting' in custom rolesShows how to create or edit a custom role to toggle off the permission that creates new records in Salesloft when sending emails if they don't exist in the CRM.@Salesloft
3. 3:331:00Identify and fix CRM sync errorsDemonstrates how to use the notifications bell and sync tab to find 'standalone' records that are failing to sync to the CRM and how to retry those activities.@Salesloft
4. 4:361:21Configure Account Management sync settingsWalks through the best practice settings for account creation to ensure Salesloft accounts are only created if they exist in the CRM.@Salesloft
5. 5:551:00Enable CRM merge and deletion recognitionShows where to toggle settings that allow Salesloft to automatically recognize and mirror merges or deletions performed in the CRM.@Salesloft
6. 6:530:34Automate owner sync from CRM to SalesloftDemonstrates setting up an automation rule that triggers when a person's CRM owner ID changes to update the Salesloft owner accordingly.@Salesloft
7. 7:280:58Automatic task and cadence reassignmentShows how to enable automatic reassignment of cadence steps and tasks when lead ownership changes in the CRM.@Salesloft
8. 2:360:55Share internal meeting notes via RhythmDemonstrates how to use the internal note feature within a Rhythm play to notify team members about deal updates and meeting outcomes.@Salesloft
9. 1:332:48Configure Person and Lead field mapping in SalesloftCurrentWalkthrough of mapping standard and custom fields for People and Leads, including setting bidirectional sync and managing opt-out status between Salesloft and the CRM.@Salesloft
10. 4:192:27Mapping Account and Cadence data fieldsDemonstration of mapping account-level fields and cadence-specific data (like cadence name and stage) to ensure visibility of sales activity within the CRM.@Salesloft
11. 6:442:02Unidirectional Opportunity and Activity mappingHow to set up unidirectional field mapping for opportunities and activities (calls, meetings, dispositions) to power CRM reporting.@Salesloft
12. 0:482:51Set up Ownership Alignment for People recordsShows how to configure an automation rule that triggers when a CRM owner ID changes, ensuring the Salesloft person record owner updates to match.@Salesloft