Zapier guide: Add data to Salesloft

Using Zapier, you can automatically add data to Salesloft so your sales team spends less time on manual updates and more time closing deals. This step-by-step guide walks you through how to set up automations that update people and accounts in your Salesloft workspace with data coming from your other business tools.

The walkthrough below is based on the official process for connecting these tools and configuring the trigger and action that keep your records in sync.

How Zapier connects your apps to Salesloft

Zapier is an automation platform that links Salesloft with the other apps you rely on, such as CRMs, forms, and collaboration tools. Instead of copying and pasting contact data, you can create Zaps that move information into Salesloft whenever something changes in another system.

Every Zap follows a simple pattern:

• Trigger: An event in another app, such as a new lead, updated contact, or form submission.
• Action: A task in Salesloft, such as updating a person or account with new data.

Once you set this up, Zapier runs in the background and keeps your Salesloft data fresh without any extra clicks.

Before you start with Zapier and Salesloft

To follow this how-to, make sure you have:

• An active Salesloft account with permission to update people and accounts.
• A Zapier account with access to the apps you want to connect.
• At least one other tool that holds data you want to sync to Salesloft (for example, a CRM or form app).

You should also decide which records in Salesloft you want to update automatically and from which source app the data should come.

Step 1: Choose your trigger app in Zapier

The first step is to choose the app where the new or updated data originates. This is the app that will trigger the automation whenever something changes.

1. Sign in to your Zapier account.

2. Click the option to create a new Zap from your dashboard.

3. Search for and select the app that holds the data you want to send to Salesloft (for example, your CRM or form tool).

4. Pick a trigger event such as New Record, Updated Contact, or another event that best reflects when data should move to Salesloft.

5. Connect your account for that app to Zapier by following the on-screen authentication steps.

After you set up the trigger, test it so Zapier can pull in sample data. This test data is what you will later map into Salesloft fields.

Step 2: Add the Salesloft action in Zapier

Now you will add Salesloft as the action app so that your trigger event produces an update in your sales system.

1. In the Zap editor, click to add a new action step.

2. Search for and select Salesloft as the action app.

3. Choose the action event that best fits your workflow, such as:

   • Update Person
   • Update Account
   • Another update-related action available for Salesloft in Zapier

4. Click to connect your Salesloft account and follow the prompts to authorize access.

5. Once connected, continue to the action setup screen.

At this stage, you have told Zapier which Salesloft object should be updated whenever the trigger fires.

Step 3: Map trigger data to Salesloft fields

Next, you will specify how data from your trigger app should populate particular fields in Salesloft. This mapping ensures the right details update the right records.

1. In the Salesloft action step, locate the fields you want to update, such as:

   • First name
   • Last name
   • Email address
   • Company name
   • Phone number
   • Custom fields supported by your Salesloft account

2. Click into each field to open the list of values provided by your trigger step.

3. Select the corresponding data from the trigger. For example:

   • Map your CRM’s Contact First Name to the Salesloft First Name field.
   • Map a form’s Email response to the Salesloft Email field.

4. Repeat this mapping for each field you want to keep updated.

Once mapping is complete, Zapier will automatically place the incoming data into the proper Salesloft fields every time the trigger event happens.

Step 4: Test the Zapier automation

Before you switch anything on, use the built-in testing tools so you can verify that data flows from your trigger app into Salesloft exactly as expected.

1. In the Zap editor, click the option to test the Salesloft action.

2. Zapier will send the sample data from your trigger step into Salesloft using the field mappings you configured.

3. Open Salesloft in a separate tab and confirm that the correct person or account was updated and that each field contains the right information.

4. If something looks off, return to the action step and adjust the field mappings or trigger configuration.

Repeat the test until you are confident that the update behaves consistently and does not overwrite critical data you do not want changed.

Step 5: Turn on your Zap and monitor results

After a successful test, you can activate your automation and let Zapier handle the updates in the background.

1. In the editor, give your Zap a clear name so teammates can recognize what it does.

2. Toggle the Zap to the ON position.

3. Perform a real-world action in your trigger app, such as submitting a test form or creating a new record.

4. Check Salesloft again to make sure the correct record updated and all mapped fields look right.

During the first few days, monitor your task history inside Zapier and your records inside Salesloft to ensure data quality stays high.

Zapier best practices for clean Salesloft data

To keep your Salesloft workspace organized while relying on Zapier for updates, follow a few simple guidelines.

Use filters and conditions in Zapier

Not every change in your other tools should update Salesloft. Add filters or paths in your Zap so that only relevant records are updated. Examples include:

• Only updating Salesloft when a lead reaches a certain lifecycle stage.
• Ignoring test contacts or internal email addresses.
• Updating accounts only when a key field, such as company domain, changes.

Protect critical Salesloft fields

Some details should not be overwritten by outside systems. When you design your automation with Zapier, decide which fields are safe to update and which should remain controlled inside Salesloft.

• Limit updates to non-critical attributes like phone, title, or secondary email.
• Avoid overwriting owner, tier, or status fields that drive active workflows.

Document your Zapier workflows

As your team grows, it is essential to describe how each Zap works so everyone understands what is updating Salesloft.

• Use clear Zap names that mention the source app and the Salesloft object.
• Add notes in the Zap description about which fields are mapped.
• Share internal documentation so new team members know where updates come from.

Where to learn more about Zapier and Salesloft

To deepen your automation strategy and keep improving your Salesloft processes, explore these resources:

• Official how-to on using Zapier with Salesloft for more examples of update workflows.
• Consultevo for broader guidance on automation, integrations, and optimization.

With a well-designed setup, Zapier can quietly keep your Salesloft people and accounts in sync, reduce manual data entry, and give your sales team reliable, up-to-date information whenever they reach out to prospects and customers.

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