Skip to main content

Salesloft + Clari Merger: Customer Frequently Asked Questions

6 months ago

1,268 Topics
1,231 Replies
5,249 Members

Welcome to the Clari Circle

The Future of Revenue Orchestration Webinar

View the Summary and Highlights Here!

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

20190

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

Brian FayNew Contributor

Emailing Dashboards on a regular basis

I would like to have a Dashboard sent to me on a regularly scheduled cadence. Is that possible? If that is not possible, is it possible to do so for reports? This would be similar to dashboards in SFDC where both can be sent regularly

Dipti VyasNew Contributor

Senior Sales Success Specialist

Hi Clari Community 👋My name is Dipti with Smartsheet. I used Clari for pipeline, forecasting, review deals with sales teams. Looking forward to get started and better support the sales team.

Dipti VyasNew Contributor

Senior Sales Success Specialist

Hi Clari Community 👋My name is Dipti with Smartsheet. I used Clari for pipeline, forecasting, review deals with sales teams. Looking forward to get started and better support the sales team.

Constantin LargeanuNew Member

Native module/view for upcoming team meetings

We want a single view in Clari/Copilot to see all future scheduled meetings for a selected team. In our tenant, Copilot → Team Calls does not show meetings after today even with a future custom date range. Is there a native module/view for upcoming t

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

Brian FayNew Contributor

Emailing Dashboards on a regular basis

I would like to have a Dashboard sent to me on a regularly scheduled cadence. Is that possible? If that is not possible, is it possible to do so for reports? This would be similar to dashboards in SFDC where both can be sent regularly

Dipti VyasNew Contributor

Senior Sales Success Specialist

Hi Clari Community 👋My name is Dipti with Smartsheet. I used Clari for pipeline, forecasting, review deals with sales teams. Looking forward to get started and better support the sales team.

Constantin LargeanuNew Member

Native module/view for upcoming team meetings

We want a single view in Clari/Copilot to see all future scheduled meetings for a selected team. In our tenant, Copilot → Team Calls does not show meetings after today even with a future custom date range. Is there a native module/view for upcoming t

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.

Community Leaderboard

Show full leaderboard

Show full leaderboard

Upcoming Events

Badge winners

Christina Ziesmerhas earned the badge Onboarding III
Christina Ziesmerhas earned the badge Onboarding II
Dipti Vyashas earned the badge Onboarding I
Michelle Vuhas earned the badge Innovator I
ryan.costellohas earned the badge Social III

Show all badges

Powered by Gainsight

Terms & ConditionsAccessibility statement

Sign up

Please create your account below.

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

Log in

or

Username *

EMAIL ADDRESS - Please use your corporate email to sign in. *

JOB TITLE:

COMPANY:

PASSWORD: *

I accept the terms & conditions

loginBox.register.email_repeat

Welcome to the community

Create your account

Not a member yet? Join the Clari Circle Community to learn about our products, fine tune your craft, and accelerate your revenue career.

Create an account

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

Log in

or

USERNAME or EMAIL:

PASSWORD:

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK