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Beta Group

How to: Use the Clari & Salesloft Integration

  • January 30, 2026
  • 2 replies
  • 98 views
ashubel
Clari
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Welcome to the Beta!

Here’s what you’ll need to get started using Salesloft with Clari

  1. Make sure you have the latest Salesloft extension installed
  2. Go to relationship insights: 
  3. Try In in Copilot
  4. Leave a comment here for questions or feedback

 

 

 

In Clari

 

 

Create tasks and emails

 

In Copilot

Generate Smart Follow ups

 

Send Smart Follows up directly to Salesloft
Create Tasks from Smart Action Items

 

 

Program Manager

    2 replies

    S
    Engaged Member
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    • spenny12345Engaged Member
    • Engaged Member
    • February 2, 2026

    Hey ​@ashubel 

    We’ve noticed that many of our reps have custom email footers configured in Salesloft, and we also have custom unsubscribe verbiage that’s automatically appended to emails.

    During testing of the new email feature, it appears that neither the rep-level custom footers nor the global unsubscribe language are carrying over.

    Can you confirm whether this is expected behavior, a configuration issue, or something that needs to be enabled?

    W
    New Member
    • woodjohnNew Member
    • New Member
    • February 4, 2026

    ​@spenny12345 The new updates should still respect your signature configuration. Will reach out so that I can see what you’re running into on your side. 

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