Overview

Autobound's Outreach integration empowers users to:

  1. Engage the hottest prospects at the right time, using Autobound's suggestion feed

  2. "Kick off" an Salesloft cadence after following a personalized email sent from Autobound

  3. Inject personalized content into sequenced emails sent from Salesloft

Jump to:

- Integration setup

- Autobound's web app functionality

- Autobound's Chrome Extension functionality

- Suggestions on Creating Cadences in Salesloft

- Contacts must first exist in Salesloft to be added to a cadence

Integration setup

  1. Go to Settings → Integrations

  2. Click Connect next to the Salesloft icon

Autobound's web app functionality

Autobound users can "kick-off" an Salesloft cadence following a campaign sent from within Autobound.

To add a contact to an Salesloft Cadence:

  1. Open a Suggested Campaign

  2. Click the Salesloft icon beneath the email text.

    1. Note: In order for contacts to be added to a cadence, they must first exist in Salesloft.

  3. Select the cadence you’d like to add the prospect to.

    1. The sequence needs to have the first step to be an Autobound task, so completing the step doesn't send another email from Salesloft.

    2. As a best practice, we recommend duplicating your favorite cadence, adding an Autobound step as your new Step 1, then shifting your initial first email to Step 2. You might want to change the language of your follow-up emails to improve their flow.

  4. Press add to cadence and send email

  5. Rinse & repeat!

Chrome Extension Functionality

In addition the the below functionality, users can also add prospects to Salesloft cadences via the Chrome Extension, just like they can in Autobound's web app. More info on our Chrome Extension can be found here.

Autobound's Chrome extension makes it easy to put contacts into a personalized cadence, no matter where you are. Autobound will also responsively load insights and suggested content for a prospect, when that prospect’s record is pulled up in Salesloft (same with Salesforce).

This enables users to:

  1. Instantly surface insights on a prospect that might otherwise be missed, or take considerable time to find

  2. Instantly have a personalized email ready-to-send, based on those insights

  3. Inject personalized content into manual email steps using our copy-snippet (or copy entire email body) features

Suggestions on Creating Cadences in Salesloft

  • Add "Autobound" in front of the Salesloft Cadence, so it’s clear can be used within Autobound

  • Create sequences for each trigger tracked in Autobound. Consider making the second step email a manual email so you can personalize it based on what was said in the Autobound email.

Contacts must exist in Salesloft to be added to a sequence

For contacts to be added to an Salesloft cadence, they must first exist in Salesloft.

With the Salesloft + Salesforce extension, you can easily add prospects to Salesloft by going to their Salesforce profile. If you don't have their extension, you'll need to add them to Salesloft manually by going to the Prospect page within Salesloft.

As always, let us know if you have any additional questions. Thanks for reading!

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