There are two main ways that you can connect to your Salesloft instance to Reachdesk, to start sending gifts. Depending on how you want to use Reachdesk within Salesloft, you may prefer to choose one way over the other, or both. 

First Option: Install the Reachdesk app for all Salesloft users

Main Benefit: It's the most embedded experience. Send a gift to a single contact without leaving Salesloft and without downloading the Reachdesk chrome extension.

Key Features:

1. Install the Reachdesk app once and it is available for all Salesloft users (as long as they have a login in Reachdesk). 
2. Use the Reachdesk app in Salesloft.
   • Add a 'Reachdesk step' in Salesloft cadences. When the Reachdesk step is due, we will open a Reachdesk screen in Salesloft for you to send a gift via link or email.
   • Use the "Reachdesk" button in your Salesloft emails to quickly send a gift to a single Salesloft contact. By clicking this button, the Reachdesk screen will appear in Salesloft, which will be automatically populated with your Salesloft contact's details and allow you to generate a link to send a gift to your contact. 
3. Automate follow up emails based on gift status using Salesloft plays. For certain gifting milestones, you can automatically create follow up email tasks for users to send by creating Salesloft plays based on play templates created after installing the Reachdesk app.

Second Option: Connect Salesloft users 1 by 1

Main Benefit: Better for sending on the fly (outside of cadences), or adding a gift link to send to multiple recipients within your cadence templates.

Key Features:

1. Each user will need to connect Reachdesk individually to Salesloft, and download the chrome extension before using this integration.
2. You will need to find a contact and open the chrome extension to then execute a send.
3. You can utilise our triggered campaigns to generate a link for multiple recipients, that can be used within emails in your cadences.