The Ringover integration with Salesloft lets you call from Salesloft, synchronize contacts and keep communication logs in contact records. This guide shows you how to connect the integration, configure its settings and enable Ringover Dialer.

How to integrate Ringover with Salesloft

1. Activate the integration

1. Go to integration's page.
2. Click Salesloft and activate it.

2. Configure the integration in Ringover

By default, the integration is enabled for agents whose email addresses are identical in Ringover and Salesloft.

1. Call types: Select the call types to log in Salesloft using Manage call types.
2. Call disposition for missed calls: Select the disposition to apply to missed calls.
3. Call Disposition for answered calls: Select the disposition to apply to answered calls.
4. Sentiment for answered calls: Select the sentiment to apply to answered calls. None applies no sentiment.
5. Default call sentiment: Select the sentiment to apply to calls. None applies no sentiment.
6. Sentiment for missed calls: Select the sentiment to apply to missed calls. None applies no sentiment.
7. Include recordings in call logs: Choose which recordings to include in call logs.
8. Restrict access to recordings: Enable this setting to restrict access to call recordings.

9. Phone numbers: Select the Ringover phone numbers whose calls are logged in Salesloft.
10. SMS messaging numbers: Select the Ringover phone numbers whose SMS messages are logged in Salesloft.
11. Group SMS conversations by: Choose Day (24 hr) to group SMS messages over 24 hours, Full conversation to group the full conversation, or Do not group to keep messages separate.
12. Link users with an account: Use Manage users to link Ringover users to their Salesloft accounts.
13. Assign missed IVR calls to: Select the user to whom missed IVR calls are assigned.
14. Log internal calls: Enable this setting to log calls between Ringover users.
15. Include Empower summaries and transcripts in call logs: Add an Empower summary and a link to the full transcript to the call activity.
16. Log Empower meeting summaries: Enable this setting to log Empower meeting summaries in Salesloft.
17. Include scenario name in call logs (for incoming IVR calls): Add the IVR scenario name to incoming IVR call logs.

18. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
19. Call tags used for cadence stages: Toggle switches to map specific call tags to sales cadence progress stages:
    • Replied: Toggle switch to advance cadence stage upon replied calls.
    • Completed: Toggle switch to advance cadence stage upon completed calls.
    • Do Not Contact: Toggle switch to set cadence stage to do-not-contact status.
    • Bounced: Toggle switch to flag bounced interactions within the cadence.
    • Closed- Not Converted: Toggle switch to set cadence stage to closed without conversion
    • Closed- Converted: Toggle switch to mark cadence stage as converted.
    • Working: Toggle switch to set cadence stage to active/working.
    • Open: Toggle switch to set or keep cadence stage as open.
20. Logs display language: Select the language used to display call log details (e.g., "en").
21. Log WhatsApp messages: Toggle switch to automatically save WhatsApp messaging interactions to the platform logs.

21. Create contact for calls: Choose when to create a Salesloft contact for an unknown number: Incoming calls, Outgoing calls, Missed calls, Completed calls, or All calls. Select No contact page created to disable contact creation for calls.
22. Create contact for SMS messages: Choose when to create a Salesloft contact for an unknown number involved in an SMS exchange.
23. Create contact for WhatsApp messages: Enable this setting to create a Salesloft contact for an unknown number involved in a WhatsApp exchange.
24. Sync contacts (v4): Toggle on to display real-time contact sync logs. Use Display the last 10 logs to view recent logs.
25. Sync contacts on a call-by-call basis: Synchronize contact details from Salesloft and store them in Ringover only when you call the contact or they call you.
26. Display contact's info during call and only store their info if call-by-call basis is activated: Display contact information during the call. Store it in Ringover only if Sync contacts on a call-by-call basis is enabled.
27. Mapped fields: Select the Salesloft fields to display in the Info section of your Ringover dialer using Add or edit fields.

3. Configure click-to-call in Salesloft

1. Ask your Salesloft CSM to activate Voice Links, as described in Salesloft's Voice Links guide.
2. Go to Settings > Dialer in Salesloft.
3. Configure the third-party dialer using the settings below.

4. Find your Ringover activities in Salesloft

Open a Salesloft contact record to find your call logs, SMS, recordings and voicemails as activities. When enabled, the call activity also includes an Empower summary and a link to the full transcript. 

 🎉 Your integration is ready. You can call from Salesloft and review your Ringover communications in contact activities.