Welcome to the Beta: Clari & Salesloft Integration

We are excited to invite you to become a beta tester of our first set of integrations as we work to become a single Predictive Revenue System! 

You’ll be the first to have access to Salesloft actions and email generation integrated directly into existing Clari and Copilot workflows. 

We’ll provide updates in this group and you’ll also be able to ask questions and provide feedback. 

Sellers will be able to:

• Email Smart Summaries from Copilot using Salesloft email generation capabilities 
• Turn action items from calls into tasks in Salesloft
• Create Salesloft tasks and send emails from within Clari Inspect

In Clari Copilot:

• After meetings, you can send an AI-generated follow-up email to all attendees of the meeting with the click of a button.
• After meetings, you can create and assign tasks based on Copilot's AI-generated action items to quickly act on the next steps.

In Clari Inspect & Forecasting:

• While reviewing deals or accounts, you can create and assign tasks to stay on top of key deal indicators with your selling team.
• While reviewing deals or accounts, you can send contextual, AI generated emails to key stakeholders with the click of a button.

These capabilities reflect the first steps to bringing our two revenue powerhouses together. We’re thrilled to have you be part of this early group of innovators!

What’s next? 

1. By January 23rd,  write a comment if you would like to participate in the beta. 
2. January 26th. We’ll provide more details on when you’ll get access to these features and how to enable for your teams
3. First week in February: You’ll start getting access to the integration!