Installing the Alyce for Salesloft Integration
This article will walk you through the steps to install Alyce for Salesloft.
Please note that you will need to be an Organization Administrator for your Alyce instance. Please reach out to [email protected] and your Customer Success Manager assistance.
Even though the Salesloft/Alyce connection is made in the Salesloft platform, it is best practice to login to your Alyce account as well prior to beginning the following process:
Step 1: Go to Settings within your Salesloft instance.
Step 2: Within the Settings sidebar, choose “Integrations” from within the Administration section.
Step 3: Switch the Alyce toggle from OFF to ON.
Note: You will need to be an Org Admin in your Alyce Organization to enable the Alyce integration.
Step 6: Read and agree to the User Agreement.
Step 7: Authorize the Alyce Salesloft integration.
You have successfully enabled the Alyce and Salesloft integration. There are a few more steps to ensure everything is set up correctly.
Navigate to an individual within the “People” tab in Salesloft and click “Edit Layout” in the top right corner.
Ensure that the Alyce integration is toggled on and click the menu icon to rearrange the order of the integrations within your panel. You should now see Alyce in your Salesloft panel.
Login to the Alyce integration using your Alyce credentials or with single sign-on.
To begin using the Alyce integration in Salesloft, create a Personal Gifting - US & Canada campaign within Alyce. See here for more information.
Congratulations, you are now able to start using the Alyce integration for Salesloft!