Install the Reachdesk App in Salesloft

Who can install the Reachdesk app in Salesloft?

A Salesloft admin can install the Reachdesk app if they:

• Have permission to install apps in Salesloft

• Have a user login in Reachdesk

In Reachdesk, the user does not need to have an Admin role.

Install the Reachdesk app in Salesloft

You can watch the installation video or follow the steps below:

Step 1: Open Salesloft settings

In Salesloft, click your profile name in the top-right corner, then click Settings.

Step 2: Open Integrations

In the left-hand menu, scroll to the Administration section and click Integrations.

Step 3: Enable the Reachdesk app

Find the Reachdesk app and turn the toggle on

Step 4: Log in to Reachdesk

If you are not already logged in to Reachdesk, you will be prompted to sign in to your Reachdesk account.

Step 5: Authorize the app

Review the requested permissions, then click Authorize.

Step 6: Confirm the app is enabled

After authorization, you will be redirected back to the Salesloft Integrations page. Confirm that the Reachdesk app is now enabled.

Step 7: Link your account in Reachdesk

To finish the setup and enable Contact Sync and Activity Logging, you must link your individual account:

• Log in to the Reachdesk platform

• Navigate to Account > Integrations

• Find Salesloft and click Link Account

Next step

After installation, you can start using the Reachdesk app in Salesloft to send gifts to Salesloft contacts. Read more about it in our How to use the Reachdesk App in Salesloft article.