Salesloft improves your standard email sends with tracking capabilities, templates, and smart tools that will enhance your communication, increase overall efficiency, and make your sales process smarter.
Before you start sending, you need to be sure your email account is set up properly, which means connecting Salesloft to your Gmail account.
In this article, we will walk through setting up Salesloft to your Gmail account. This article includes:
- Ensure you have your Gmail credentials ready.
- Understand that connecting Gmail to Salesloft utilizes the Gmail API. Once you have connected your Gmail to Salesloft, your emails are still sent using the Gmail API.
For a quick overview of Setting up your Gmail Account with Salesloft, check out the video below:
You can connect your Gmail account from your Personal Email Settings. To access your personal email settings and connect your Gmail account, follow these steps:
1. Access Settings: Click your name in the top right corner, then select Settings.
2. Navigate to Email Settings: Select Email from the Personal Settings menu options.
3. Open the Email Client Window: Click Edit from the Email Client section.
4. Connect to Gmail: Select Gmail then Connect.
5. Sign in to Your Gmail Account: You will be given the option to select the Gmail account you would like to connect to. Select your desired Gmail account.
6. Allow Access: Allow Salesloft access to the Gmail account.
Figure 1: (GIF) Connect Gmail to Salesloft
Technology is constantly updating to the latest and greatest versions. From apps on our phones to web browsers, sometimes these systems need a refresh in order to match tech updates.
When such an update occurs with a linked integration to your Salesloft instance, such as Gmail, we call that update reauthorization. Think of reauthorizing your account like hitting your Gmail connection's on/off switch.
In order to reauthorize your Gmail connection, you'll need to disconnect your Gmail. You can do this by the following these steps:
- Access Settings: Go to your Personal Settings by clicking your name in the upper right corner and selecting Settings from the dropdown menu.
- Navigate to Email Settings: Go to the Email Settings, then click Edit from the Email Client box.
- Disconnect Gmail: Click the red Disconnect Gmail button. This will remove your Gmail connection.
Now that your Gmail is disconnected, you can reauthorize your account. You can do this by the following these steps:
- Open the Email Client Window: Select Edit from the Email Client section.
- Connect to Gmail: Click Gmail, then Connect.
- Sign in to Your Gmail Account: Choose the Gmail account you want to use with Salesloft.
- Allow the Connection: Salesloft will ask to access the account. Click Allow.
- Success: You have now reauthorized your Gmail account.
Figure 2: Allow Salesloft to access your Google account
Connect Your Calendar from the Personal Email Settings Page
Once you connect your email, the Calendar Connection window will appear. You can connect your calendar and enable calendar sync from this window without having to leave the Personal Email Settings page.
Figure 3: Calendar Connection window
Things to Note: The Calendar Connection window does not eliminate the Calendar settings page. If you would prefer to connect your calendar from the Calendar Settings, hit Cancel, then select Calendar from the Personal Settings menu options.
Once you successfully connect your email and calendar, a green check will appear beside each item as well as a note displaying the number of emails you are able to send each day.
Figure 4: The Email Client window showing a successful connection
- Explore Salesloft's email features, such as templates, snippets, and tracking.
- If you connected your calendar, familiarize yourself with Salesloft's calendar integration.
- If you set up a "Send As" alias, test it to ensure it functions correctly.
- Install the Google Chrome Extension: Salesloft’s Google Chrome Extension enables a number of features within your Chrome browser including email tracking notifications, extended Dialer, imports from your CRM, and Salesloft Connect for Gmail. To learn more about the extension, check out the Download the Salesloft Chrome Extension article.
