Export & Sync to Salesloft

To be able to export to Salesloft via Cognism, first ensure that you have already integrated you Salesloft account with Cognism and you Cognism admin has customized the integration settings based on your business's needs.

 

Jump to Section:
Exporting from Cognism Web Platform 
Exporting from Lists
Exporting from the Cognism Chrome Extension
How will records be created in Salesloft?
Can I export a prospect that doesn't have an email address?
Accessing exported and synced contacts and leads in Salesloft

 

Exporting from Cognism Web Platform 

Once you have generated a search in the Cognism Web Platform, you have the option to export 25 records at a time.

1.Select the records you want to export and click Export > Salesloft.

2. A pop up will appear where you can choose to add the records to a Salesloft Cadence or People's List. Additionally, you can add Tags to these records if needed. Then click Continue.

3. Next, you will see the list of records along with the account they belong to that you have selected to export. In this section you can reassign the selected records to a different existing Salesloft account, or keep them with the originally assigned account and hit the Export All button. 

4. Select Export All Contacts or Export Contact with Existing Accounts only based on your flow. 

5. In the upper right corner, a banner should appear showing the total number of successfully exported records. 

Exporting from Lists

You can also export records to SalesLoft from a  Cognism List.

1.Navigate to the list that you want to export and select the contacts. 

2. Once you have selected Contacts from the List, click Export > Salesloft. 

3. A pop up will appear where you can choose to add the records to a Salesloft Cadence or People's List. Additionally, you can add Tags to these records if needed. Then click Continue.

4. Next, you will see the list of records along with the account they belong to that you have selected to export. In this section you can reassign the selected records to a different existing Salesloft account, or keep them with the originally assigned account and hit the Export All button. 

5. Select Export All Contacts or Export Contact with Existing Accounts only based on your flow. 

6. In the upper right corner, a banner should appear showing the total number of successfully exported records. 

 

Exporting from the Cognism Chrome Extension

1. To export from the Cognism Chrome Extension to Salesloft, open the extension on the contact you want to export.

2. Click Export > Salesloft.

 



3. On the next screen, you will see the account that the contact will be associated with and you can choose if you want to add the record to a Salesloft Cadence and/or add Tags. If you don't want to add the record to a cadence or add a tag, you can simply skip these steps. then click Export.

How will records be created in Salesloft?

If a prospect and account are exported to Salesloft and there are no existing records for them, new records i.e. person and account, will be created with the available data and mapped fields will be populated accordingly.

If the records already exist in Salesloft, then the existing record will be updated based on the update rules your Cognism has set in the integration settings. 

Can I export a prospect that doesn't have an email address?

This depends on the settings that your Cognism admin has configured in the Salesloft integration settings. The default is that records without an email address will fail to export however, you can add an email address to them prior to exporting them from the Cognism extension.  

If your admin has allowed the export of records with no associated email address, then the record will be exported to Salesloft without an email address. 

Accessing exported and synced contacts and leads in Salesloft

After a contact or lead has been exported or synced, you can access the contacts or leads in Salesloft depending on where you have pushed them - cadence or people list. 

In the above example, new contacts have been pushed to the People List. New contacts added have a new label next to their names.

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