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· Sync leads to CRM
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· Sync leads to CRM
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· Sync leads to CRM
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· Sync leads to CRM
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· Sync leads to CRM
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· Sync leads to CRM
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· Sync leads to CRM
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· Sync leads to CRM