A Salesloft admin will need to do this, and you will need to have already have your user created in Reachdesk.
Steps to download the app
- In Salesloft, head to Settings > Integrations
- Find the 'Reachdesk' logo and toggle it on, on the right
- Follow the steps to get connected, then the whole org will be ready to use the integration.
How to use the app
- Add the Reachdesk step to your cadences as you see fit.
- When this step is due, we will open the Reachdesk iframe for users to select and send a gift (by generating a link).
- We will track the gift interactions back to the activity feed of the person it was sent to.
Note: any users wanting to use the 'Reachdesk step' in a cadence will need to be logged into Reachdesk to use it.