Resources
Resources
Products
Events
Knowledge Base
University
Support

Create a Post
Login

Salesloft + Clari Merger: Customer Frequently Asked Questions

4 months ago

1,256 Topics
1,221 Replies
5,099 Members

Welcome to the Clari Circle

New Sales Users

New Community Members

New Clari Admins

Welcome to Clari Circle

We’re thrilled to welcome you to the Clari Circle. The Clari Circle consists of the community, knowledge base, university, and technical support resou...

Forum|Forum|4 years ago

19810

Copilot Hub

Win every revenue moment with Clari Copilot.

Align Hub

Collaborate and close with Clari Align

Groove Hub

Sales engagement, reimagined

Recent Posts
Unanswered Questions

ashubelClari

Clari & Salesloft Integration

What do you think? We want to hear your feedback

What do you like? Which workflows have you tried? What would help communicate to your team? Leave questions or feedback for our product team

SF AdminNew Member

Salesforce Account field on opportunity grid

Hi I need to display some fields available on the salesforce account object on Clari Opportunity Grid, and Opportunity Details layouts. Do I need to create the same field at the opportunity level in SF to display the opportunity layouts in Clair?

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

120

A

11 days ago

ryan.costelloRegular Contributor

Product Q&A

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

Mario BrackeNew Member

Product Q&A

ACV in Clari

Can you tell me why the ACV mentioned in CLARI does not always correspond with the Salesforce value?

121

17 days ago

C

cschaferNew Contributor

Product Q&A

How to search for call dispositions from task/groove in Copilot?

I have a manager who wants to be able to search for call results in copilot (connected, left voicemail, etc) however I cannot see a way to currently do that with the available options and there is not a way to link the task/activity data back to the

Nick SimmonsNew Member

Introductions

New User - AE - Autodesk - Colorado

Hello community - I am a new clari user in Colorado. I am an AE at Autodesk and look forward to learning from the group. Outside of work I am a typical Colorado native and have 3 young girls (7yo, 4yo, & 1.5yo).

phoebe_hookNew Contributor

Clari & Salesloft Integration

Persistent 502s being returned from Co-pilot API

IssueWhen we make bursts of request to the `call-details` API endpoint we receive a 502. Error: Bad gateway. Background As part our companies service, we offer integration with Clari Copilot meeting data.We make API calls to Copilot on our customer’s

Dan AilincaiNew Contributor

Questions to Ask Clari

Feature Inquiry / Enhancement Request: Historical Point-in-Time Filtering & Snapshot Grouping

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot,

Rickey ReedNew Member

Product Q&A

Manual CRM Refresh

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sy

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

120

A

11 days ago

ryan.costelloRegular Contributor

Product Q&A

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

Mario BrackeNew Member

Product Q&A

ACV in Clari

Can you tell me why the ACV mentioned in CLARI does not always correspond with the Salesforce value?

121

17 days ago

C

cschaferNew Contributor

Product Q&A

How to search for call dispositions from task/groove in Copilot?

I have a manager who wants to be able to search for call results in copilot (connected, left voicemail, etc) however I cannot see a way to currently do that with the available options and there is not a way to link the task/activity data back to the

phoebe_hookNew Contributor

Clari & Salesloft Integration

Persistent 502s being returned from Co-pilot API

IssueWhen we make bursts of request to the `call-details` API endpoint we receive a 502. Error: Bad gateway. Background As part our companies service, we offer integration with Clari Copilot meeting data.We make API calls to Copilot on our customer’s

Dan AilincaiNew Contributor

Questions to Ask Clari

Feature Inquiry / Enhancement Request: Historical Point-in-Time Filtering & Snapshot Grouping

Hi team -I am looking to build a pipeline trend visualization (stacked graph) that utilizes historical snapshots. The goal is to track the evolution of our pipeline while applying specific logic to the data as it existed at the time of the snapshot,

Rickey ReedNew Member

Product Q&A

Manual CRM Refresh

Hi Team, why I am unable to manually refresh a CRM sync? It’s incredibly frustrating having to wait for Clari to choose when it wants to refresh from the CRM. I make changes in SFDC that don’t reflect in Clari until it decides that it’s time to re-sy

161

M

25 days ago

ryan.costelloRegular Contributor

Product Q&A

Bulk Transcript Download?

Is there a way to bulk download transcripts from the calls that appear from a saved filter?All of our teams (reps, managers, marketing, product, enablement) often want to analyze a set of calls. And since Ask Clari currently only analyzes one call at

513

M

1 month ago

maxwelllord27New Contributor

Clari & Salesloft Integration

Lessons Learned Implementing Clari with Salesforce Sales Cloud

We recently implemented Clari on top of a mature Salesforce Sales Cloud environment. Sharing a few practical observations that may help teams preparing for a similar rollout.1. Forecast Category Discipline Is CriticalBefore enabling Clari sync, we ha

490

1 month ago

Y

YoussefNew Member

Clari & Salesloft Integration

Get calls associated with an account or a deal

Hi there! We're building a custom integration using the Copilot REST API and running into issues with the get-account and get-deal endpoints. Looking for some clarity on whether these endpoints are applicable to our setup. Our setup:- Native Salesfor

341

M

1 month ago