Setting up Showpad and Salesloft Rhythm integration

Integrating Salesloft Rhythm and Showpad supercharges your team's productivity.  This integration brings together the AI-powered Salesloft Rhythm Workflow with Showpad's cutting-edge sales enablement technology. When combined, they create an unbeatable synergy that transforms your sales process from end to end.

After configuring the integration, your users will see when an email share was viewed on the Salesloft Live Feed. This is a one-way communication from Showpad to Salesloft. Salesloft will then automatically generate a task in the Rhythm Workflow.

Let's dive in and discover how these platforms can work together, transforming how your teams collaborate and communicate.

Note: This integration requires configuration in Showpad and Salesloft. You might need to contact your IT administrator for the necessary permissions.

See how it looks

Key features

• Setup the Salesloft Rhythm Integration via Showpad Apps
• Users see views of Email Shares in Salesloft

You need this to succeed

• Admin access to Salesloft
• Admin access to Showpad to install the Salesloft Rhythm Integration App

The quick way to awesomeness

• Install the Salesloft Rhythm Integration App on Showpad.
• Using the admin user, open the Web app, Admin Settings, and follow the instructions.

Do this step by step

Showpad

1. Open the Online Platform and select Admin Settings.
2. In the Showpad Apps section, select Manage Apps.
3. Click Install App.
4. Select the Salesloft Rhythm Integration app, enable automatic updates, and click Install.
5. Once installation is confirmed, the app is added to the Showpad Apps menu, and its details page is displayed. The details page shows the app's Extensions (in this case, Admin configuration settings) and where the app is used. You can also disable automatic updates or uninstall the app.
6. Open the Salesloft Rhythm tab from within the Showpad Apps menu to authorize the Salesloft Rhythm integration.

   Note: This will open the Salesloft login page in a new browser tab to authorize the integration from within Salesloft. Once authorized in Salesloft, you'll be returned to Showpad.

Salesloft

1. In Salesloft, authorize the Showpad integration. The integration is now set up in Showpad.
2. From your profile menu, select Settings.
3. Click on Plays in the Workflow menu and enable Showpad Content Viewed.
4. Click the three dot menu and select Edit to configure the automatic task settings.

• • Action - Specify the type of task to generate when a Showpad email share is viewed:
  • Due date - Define the task's due date: 

You're done! When a Showpad email share is viewed, Salesloft will:

• display the activity on the Salesloft Live Feed if the used recipient email address exists as a prospect in Salesloft.
• automatically generate tasks in the Rhythm Workflow.
  Clicking on a task opens the contact's details.
  

Note: Showpad will retry sending the email share activity to Salesloft up to three times. If an email share view is not correctly shown on the Salesloft Live Feed (while other activities are correctly shown), you should contact Salesloft support.