Salesloft Direct integration

Overview

Spendflo's integration with Salesloft streamlines license management by centralizing all licensing data on a single platform. Users can access detailed license information and usage metrics directly within the Spendflo app. This allows for immediate visibility into Salesloft licenses and the capability to manage licensing actions directly through Spendflo, ensuring streamlined operations and enhanced visibility into Dynamic License Management (DLM).

Features

• See different Salesloft license types and their utilization within the Spendflo app

• Off-board deleted users from this integration and reclaim unused licenses of inactive users

• Send the in-activity report directly from the Spendflo app to any email address

Prerequisites

• To be able to use this integration, you require Owner/Admin permissions

• Enterprise Plus plan is required with the Salesloft account for this integration

Steps to Integrate

Step 1. Go to app.spendflo.com & click on Settings -> Platform Settings -> Integrations

Step 2. Navigate to Salesloft under Dynamic License Management and click Connect; ensure you are logged in to your Salesloft account. If an admin is required to connect, open the accordion and click Invite to invite an admin to complete the connection.

Step 3. Spendflo uses Truto to securely connect your Salesloft account. Click on Continue → Connect to complete the connection.

Step 4. Provide the API key, and click on Connect. You can check the "Where can I find this information?" link right within the pop-up to know more or access it directly from the link here.

Step 5. Once the integration is successfully completed, users will see the Salesloft app labeled as Connected on the same page, and a toast message indicating successful integration will appear on the screen. Spendflo is now seamlessly integrated with Salesloft to provide complete insights into license usage.

Click here to learn more about how our Dynamic License Management (DLM) works.