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Need help adding prospects to a sequence on Salesloft? Check out this troubleshooting guide! | Clay

Need help adding prospects to a sequence on Salesloft? Check out this troubleshooting guide!

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team, I am not able to add prospects to a sequence on Salesloft. Can someone please help? My table link - https://app.clay.com/workspaces/207192/tables/t_nC2m3KI1S2vl/views/gv_9Yeb2XJTUKOy

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7 comments

· Sorted by Oldest

Srikanth P.
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Do I need to create a person on Salesloft before I add them to a cadence?
Clay Team
APP
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Hey, thanks for reaching out, sorry for the delay! Taking a look
Clay Team
APP
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Yep, Salesloft does require you to create a contact before being able to enroll into a cadence. You can then use the person Id it returns or use the Lookup Person to retrieve it, then add them to the cadence.
Srikanth P.
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Thanks Arturo, this helps! Do I have the ability to automatically map a persona to a specific sequence?
Clay Team
APP
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Hey Srikanth P., sorry for the late reply
Clay Team
APP
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Yes, if you mean you have different cadences like one for C-level and one for Directors for example, you can create separate Add to Cadence columns and use conditional formulas so each get added to corresponding sequences.
Clay Team
APP
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Here's an example with Smart Lead but the concept could still be applicable for SalesLoft, if that's what you meant: https://www.loom.com/share/6a125f62c09f42eeab34b89695294248?sid=075d3a7f-20ea-48fa-a4dd-5712136bb4a7