Embed Qualified Signals within Salesloft and Outreach to streamline existing workflows. By presenting an account’s Signals where reps already work, they can efficiently craft relevant outbound emails.
Salesloft
You can insert the Signals Smart Summary to an account record in Salesloft. Click View account in Qualified to open its Account 360 in Qualified for extra detail:
To embed Qualified Signals within Salesloft:
- Connect your Salesloft and Qualified accounts.
- Log in to your Salesloft account.
- Click the Settings icon in the left bar.
- Click Integrations.
- From the app integration list, find and toggle on Qualified Signals.
Outreach
You can also embed the Signals Account 360 in the Outreach console. When your sales reps log in to Outreach, their prospects’ Account 360 is found from Prospects → Qualified Signals.
After connecting Qualified to Outreach,
- Log in to your Qualified admin account and click the Settings icon.
- Click Connection below Outreach.
- Copy the Signals Embed Token:
- When logged in as the Outreach Admin, open the Qualified Signals app from the Outreach integrations page. (This app is distinct from the Qualified app which is for clickthrough tracking.)
- Click Install.
- Click Allow on the pop-up window that appears.
- Paste the token you copied from your Qualified account and click Install:
After the Qualified Signals app is installed, the Account 360 is automatically visible under Prospects → Qualified Signals:
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