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Salesloft + Clari Merger: Customer Frequently Asked Questions

5 months ago

1,266 Topics
1,229 Replies
5,214 Members

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Unanswered Questions

Jamie AndersonNew Member

Questions to Ask Clari

Recurring Meetings Not Appearing as Upcoming Activity in Clari

Hi Clari Support Team,I am reaching out because I have recurring meetings scheduled with clients via Outlook, but they are not showing up as upcoming meetings under my account activity in Clari. Several of my accounts are displaying no upcoming meeti

brynjahillClari

Community Announcements

The Future of Revenue Orchestration: Webinar Summary (5/12/26)

In our recent innovation session, Clari + Salesloft’s Chief Product Officer, Kylie Fuentes, and Director of Product Marketing, Ava Kavelle, unveiled the Predictive Revenue System. With 87% of companies missing revenue targets last year, it is clear t

Clarip_SuccessNew Member

Clari & Salesloft Integration

Broken Integration for our Mutual Client!

Good Evening! Our mutual client is experiencing a technical issue. Can a member of your integrations team please reach out to me at your soonest convenience? My email is tied to my account. Thank you,Max LeachClarip Client Delivery Team

Janica BillsNew Contributor

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. Thanks,JanicaSilverfort

brynjahillClari

Best Practices, Learnings, Wins, & Tips

How to Write High Quality Smart Topic Descriptions

A practical guide to creating accurate, high-signal topicsSmart Topics surface important moments from conversations. The quality of results depends on how the topic is written.After analyzing many Smart Topics across customers and datasets, three pat

Gregg HartingNew Contributor

YTD Performance

In Clari Forecast, would love to see a way to see dynamic YTD performance based upon current quarter. That is if in Q2, I would see a column of YTD Quota (Q1 Quota + Q2 Quota) and YTD Results (Closed, Commit, Best Case & Pipeline). In Q3, this da

Joe WeberNew Member

Replying to an email thread in Groove without enrolling in a flow

Hi, So far when I am using Groove, I am only able to reply in an email thread if that contact is enrolled in a flow. What if I have an existing email thread with a contact that I want to contact directly via Groove? It appears that there is no way to

brynjahillClari

Best Practices, Learnings, Wins, & Tips

Copilot Salesforce Integration Best Practices

Overview When a Copilot call finishes processing, Copilot automatically creates a Task in Salesforce How to Find if Copilot pushed a call to Salesforce? For a given call in Copilot: Open the Call Review page. In the right-hand CRM Info panel, look

Estelle TorreNew Contributor

Ability to customise forecast widget

Hi, is it possible to edit what columns are showing when adding a widget from the forecasts onto dashboards? ThanksEstelle

Adi Yehuda FaiansNew Contributor

Questions to Ask Clari

Accessibility- Color Blindness

The opportunity grid uses red and green to highlight changes.We have a rep with a color blindness- for him the green and red becomes Gred… and its hard for him to differentiate the two.Any plans on enabling to chose different colors?What do you recom

Jamie AndersonNew Member

Questions to Ask Clari

Recurring Meetings Not Appearing as Upcoming Activity in Clari

Hi Clari Support Team,I am reaching out because I have recurring meetings scheduled with clients via Outlook, but they are not showing up as upcoming meetings under my account activity in Clari. Several of my accounts are displaying no upcoming meeti

Clarip_SuccessNew Member

Clari & Salesloft Integration

Broken Integration for our Mutual Client!

Good Evening! Our mutual client is experiencing a technical issue. Can a member of your integrations team please reach out to me at your soonest convenience? My email is tied to my account. Thank you,Max LeachClarip Client Delivery Team

Janica BillsNew Contributor

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. Thanks,JanicaSilverfort

Gregg HartingNew Contributor

YTD Performance

In Clari Forecast, would love to see a way to see dynamic YTD performance based upon current quarter. That is if in Q2, I would see a column of YTD Quota (Q1 Quota + Q2 Quota) and YTD Results (Closed, Commit, Best Case & Pipeline). In Q3, this da

Joe WeberNew Member

Replying to an email thread in Groove without enrolling in a flow

Hi, So far when I am using Groove, I am only able to reply in an email thread if that contact is enrolled in a flow. What if I have an existing email thread with a contact that I want to contact directly via Groove? It appears that there is no way to

Estelle TorreNew Contributor

Ability to customise forecast widget

Hi, is it possible to edit what columns are showing when adding a widget from the forecasts onto dashboards? ThanksEstelle

Morgan PurroNew Member

Best Practices, Learnings, Wins, & Tips

Schedule export of entire pipeline

I want the ability to schedule an email of my entire open pipeline so I can log in each Monday and have access to the data and create AI workflows to provide quick insights.

MichaelLukacsNew Member

Clari & Salesloft Integration

Why your revenue forecasts look accurate but are fundamentally broken

Revenue forecasts often look precise because the dashboards are clean and the numbers align but that’s exactly the trap. Most systems rely on historical data, fixed stages, and rep inputs that aren’t consistently updated. So while the output appears

AlexDenNew Member

Clari & Salesloft Integration

Prefill meeting fields

Is it possible to prefill user data via URL query parameters? I want to append fields like firstname and email to the booking link (e.g., https://meetings.groove.clari.com/xxxxxx?firstname=Alex&email=test@mail.com) so that the form is automatical

ryan.costelloRegular Contributor

Tips Re: Easy Access to Calls of Deleted User

Greetings. I'm looking for advice when it comes to accessing calls from deleted users. We set up Clari Copilot in a way that specific roles have access to calls based on manager. However, when a user is deleted, they lose that manager designation and

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