Salesloft Integration Services for Salesforce | Twopir Consulting
Integration — Salesloft · Salesforce

Sales Engagement Shouldn't Live Outside Salesforce.
We Build It In.

Salesloft orchestrates every call, email, and meeting your reps run — Twopir wires it natively into Salesforce so cadence activity, lead status, and pipeline stay in one system of record.

500+
Client Deployments
12+
Years Experience
40+
Person Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by
SDR Teams Account Executives RevOps Leaders Customer Success Sales Managers Full-Cycle Reps Inside Sales Account Managers SDR Teams Account Executives RevOps Leaders Customer Success Sales Managers Full-Cycle Reps Inside Sales Account Managers
Where Sales Teams Stall

The Real Cost Is Operational Friction.

🗂️
Reps Live in Six Tabs, Not One Pipeline

A rep's day splits across a dialer, an inbox, a calendar, and Salesforce, none of which agree on what happened last. Every context switch is a chance for a follow-up to get missed.

⏱️
Activity Data Arrives Late, or Not at All

Calls and emails get logged hours after they happen, if a rep remembers to log them manually. Managers end up coaching on stale information a full day behind reality.

🎯
Cadences Run Blind to Salesforce Truth

A lead converts, an opportunity closes, a contact opts out — and the cadence keeps firing anyway. Reps end up cold-calling customers because the two systems never told each other.

📊
Managers Coach From Spreadsheets

Engagement metrics sit in Salesloft, pipeline sits in Salesforce, and nobody has both in one view. Every forecast call starts with someone exporting two reports and eyeballing a match.

🧩
Every Fix Is a New Point Integration

A Zapier flow here, a scheduled CSV import there — patched together by whoever had time that quarter. It works until volume goes up, and then it breaks in ways nobody can trace.

Platform Context

Salesloft Is Built for Sales Engagement. We Build It Around Your Salesforce.

🔄
Native Two-Way Sync Architecture

Salesloft was designed to sync with Salesforce as a first-class CRM, not bolted on after the fact. That gives us a real object model to build against instead of a workaround.

👥
Built for the Full Revenue Org

SDRs, AEs, full-cycle reps, account managers, and CS all work inside the same platform, which means one integration serves every stage of the customer lifecycle, not just top-of-funnel.

📞
Real-Time Activity Capture

Calls, emails, and meetings log at the moment they happen, at the call and email level, not as a nightly batch. That granularity is what makes coaching and forecasting reliable.

⚙️
Extensible on Salesforce-Native Tools

Because the sync runs through standard Salesforce objects, we automate on top of it using Flow and Apex — no separate middleware layer for your admin team to maintain.

Platform Capabilities

What Salesloft Puts Inside Your Salesforce Org.

🔗
Bi-Directional Object Sync

Leads, contacts, and opportunities stay identical in both platforms, updated in near real time in either direction.

Core Module
☎️
Click-to-Dial & Call Logging

Reps dial from the record and every call attaches automatically to the right contact and opportunity, no manual entry.

Automation
📋
Cadence-to-Campaign Mapping

Salesloft cadences map to Salesforce campaigns, so campaign influence reporting reflects what reps actually did.

Orchestration
🚦
Converted-Lead Detection

The moment a lead converts, its cadence pauses or reassigns automatically, so no one keeps prospecting a customer.

Data Integrity
🧮
Custom Sync Rules Engine

Field-level and object-level rules decide what syncs, when, and under what conditions, tuned to your data model.

Automation
📈
Activity Rollups on Account & Opportunity

Call counts, email opens, and meeting-set dates roll up onto the records managers already work from daily.

Reporting
📅
Meeting Scheduler Integration

Booked meetings write back to the opportunity timeline automatically, with no separate calendar reconciliation step.

Scheduling
🏆
Rep Performance Dashboards

Engagement metrics and pipeline outcomes sit in a single Salesforce dashboard, built to your existing KPI set.

Analytics
🗺️
Territory & Lead Routing Alignment

Cadence assignment respects your existing Salesforce territory and routing rules instead of running a parallel logic.

Governance
Delivery Model

We Don't Deploy Software. We Build Operating Infrastructure.

Phase 01
Discovery & Data Audit

Mapping Your Lead, Contact, and Opportunity Model

We map your current lead, contact, and opportunity model, then audit existing Salesloft usage — cadences, mailboxes, and dialing setup — to find where the two systems already disagree.

Phase 02
Sync Architecture & Field Mapping

Designing the Sync Rules Against Your Real Data

We design the object and field mappings, converted-lead handling, and sync rules against your actual data model, not a default template, so nothing breaks the first time volume spikes.

Phase 03
Cadence & Automation Build

Building Cadence Mapping and Rollups in Salesforce

We build the cadence-to-campaign mapping, routing alignment, and activity rollups inside Salesforce using Flow and Apex, tested against real records before anyone touches production.

Phase 04
Rollout, Adoption & Tuning

Rolling Out by Team and Tuning After Go-Live

We roll out by team, monitor sync error logs in the first weeks, and retrain managers on any reporting view that changed, so the org adopts it instead of routing around it.

Outcomes

The Outcomes Teams Actually Come Back For.

One System of Record for Every Touch
Calls, emails, and meetings all land on the Salesforce record automatically, so no one has to ask "did that actually happen?"
Reps Spend More Time Selling
Manual logging disappears from the rep's day, which reclaims time that used to go into admin work instead of outreach.
Managers See Pipeline and Activity Together
One dashboard shows engagement volume next to pipeline movement, so coaching conversations start from the same numbers.
Cadences Stop Targeting Dead Leads
Converted-lead detection pulls a contact out of prospecting the moment they become a customer, protecting the relationship.
Forecast Accuracy Improves With Real Activity Data
Forecasts get built on actual call and meeting counts instead of self-reported updates, closing the gap between plan and result.
New Rep Onboarding Takes Days, Not Weeks
New reps step into cadences and dashboards that already reflect Salesforce truth, so ramp time isn't lost to tool confusion.
Common Scenarios

Where We See Salesloft Deliver Most.

Scaling SDR Teams
An outbound SDR team scaling past its first 10 reps. Manual logging that worked at five reps starts breaking down at fifteen. We rebuild the sync and routing layer so headcount growth doesn't multiply the admin load, and managers keep visibility into every new hire's ramp.
Post-Acquisition Merge
A post-acquisition sales org running two CRMs at once. One team's Salesloft instance points at a legacy system, the other at Salesforce. We consolidate the integration onto a single Salesforce org so the combined team reports on one pipeline from day one.
Enterprise AE Cycles
An enterprise AE team with long, multi-touch sales cycles. Deals span dozens of touches across months, and the activity history has to survive rep turnover intact. We build the rollups and cadence history so a new AE inherits full context, not a blank record.
CS Renewal Expansion
A Customer Success team expanding into renewals and upsell. CS reps start running structured outreach for the first time, using cadences originally built for net-new sales. We adapt the mapping and routing rules so renewal motion doesn't collide with the SDR team's pipeline.
Why Twopir

We're Not a Vendor. We're an Architectural Partner.

01

We Map to Your Process, Not a Template

Field mappings and sync rules get built against how your team actually sells, not a generic Salesloft-Salesforce starter config.

02

Certified Across Both Platforms

Salesforce Partner and HubSpot Partner status means the integration is built by people certified on the systems it connects.

03

A 40-Person Delivery Team, Not a Bench of One

Our India-based team supports clients across the US, UK, UAE, Australia, and Canada, so time zone coverage doesn't slow the build down.

04

500+ Deployments of Pattern Recognition

We've already seen the sync edge case your data model is about to hit, and we design around it before it costs you a broken cadence.

05

We Stay Past Go-Live

Sync errors and adoption gaps show up in the first few weeks of real usage. We're still watching the logs when they do.

"Most Salesloft integrations fail quietly, in the sync rules nobody reviewed after the first data model change. We build the sync layer to survive the second reorg, not just the first rollout."

Twopir Consulting — Salesforce Partner & HubSpot Partner
  • 12+ Years Salesforce & HubSpot Delivery
  • 500+ Clients Served
  • Serving: US | Canada | UK | UAE | Australia | New Zealand
  • Salesforce Partner
  • HubSpot Partner
  • AI Delivery
Common Questions

Questions Sales Leaders Ask Before We Start.

Does Salesloft replace Salesforce, or does it work alongside it? +
Salesloft works alongside Salesforce, not in place of it. Salesloft handles the cadence layer — calls, emails, and scheduling — while Salesforce stays the system of record for leads, contacts, and opportunities. Twopir builds the sync layer so both platforms read from the same truth instead of drifting apart.
How long does a Salesloft-Salesforce integration take? +
Most implementations run four to eight weeks depending on object complexity and how many cadences, sequences, and custom fields need to be mapped. A single sales team on standard objects can go live in under a month. Multi-team or multi-org rollouts with custom lead routing typically take six to eight weeks.
What happens to leads that convert mid-cadence? +
Twopir configures converted-lead detection so Salesloft recognizes the moment a lead converts to a contact in Salesforce and automatically pauses or reassigns the cadence. This stops reps from cold-calling someone who is already a customer or already working with another rep.
Can we keep our existing dialer or email setup during the migration? +
Yes. Twopir typically runs the new sync architecture in parallel with your existing tools before cutover, so call logging, click-to-dial, and email tracking continue uninterrupted while we validate field mappings and sync rules against live data.
Do you support multi-currency or multi-region sales organizations? +
Yes. Twopir has delivered Salesloft-Salesforce integrations for teams spanning the US, UK, UAE, Australia, and Canada, including region-specific routing rules, time-zone-aware cadence scheduling, and currency-aware reporting rollups.
What's included after go-live? +
Every engagement includes a tuning window after rollout where we monitor sync error logs, adjust cadence-to-campaign mappings based on real rep usage, and retrain any manager whose reporting views changed. Ongoing managed support is available beyond that window.
Get Started

Ready to Run Cadences on Salesforce Data You Can Trust?

Twopir maps your sync architecture, cadence automation, and reporting to how your team actually sells — then stays on to tune it after go-live.