Once you’ve set up your Salesloft to CRM integration, understanding how activities log in your CRM is important for running reports on various Salesloft activities in the CRM.
CRM Activity Logging refers to how Salesloft activities are recorded in your CRM system. Each activity type logs the same standard information by default. When logging tasks to CRM, the standard subject lines of the log are referred to as the "syntax". Along with the syntax, most activity logs include pertinent information about the logged activity.
In this article, you will find a comprehensive guide of CRM activity log types and the syntax for those activities, including:
Activity logging is automatically set up for most Salesloft activities, with the exception of Hot Leads. Most activities are logged as "Completed" by default. To include further activity data and information, a Salesloft admin can map activity information from the Activity Field Configuration.
Things to Note:
- Custom Activity Field Mapping is only available for Salesforce and Dynamics CRM users.
- By default, any activity logged in Salesloft also logs to your CRM, and you can edit or disable this setting at any time.
- If your team does not use a CRM, activity logging settings are still relevant. These settings must be enabled for corresponding activities to be accessible in Salesloft’s CRM Activities API endpoint and Salesloft’s Failing Activity Log. Keeping these settings enabled is beneficial if you later integrate with a CRM and want to push activities retroactively.
- Activities can be set up to log under their own task record type.
All activity will be logged on the Lead or Contact level. If a Contact is associated with an Account, the activity will also log under the Account’s activity history.
You can view activity logs on the Person or Account profile pages in Salesloft, as well as the Lead, Contact, and Account records in your CRM.
Activity Logging Syntax details can be accessed through the list of activity types provided, which includes Email, Call, Meeting, LinkedIn, and others.
Things to Note: For teams with the Insight from Salesloft managed package, the corresponding values for the “Salesloft Type” field are indicated.
Activity Logging syntax includes various activity types, each with its own specific format. Use the chart below to explore each log type.
|
Activity Log Type
|
Definition
|
Field Syntax
|
Log Example
|
Notes
|
|
Email
|
Any email sent by the user, regardless of how it was sent (in-app, email, CRM, etc.).
|
Email: [Subject]
|
Email: Salesloft + CRM = WIN
|
Standard email logs also include the Email Body (e.g., Hey Leslie -, I wanted to talk to you about Salesloft's CRM integration. . .) and Email Direction (EMAIL).
|
|
Sent Email
|
Pertains to inbound emails sent to the user, picked up from Inbound Activity Sync.
|
Sent Email: [Subject]
| Sent Email: Re: Salesloft + CRM = WIN | |
|
Reply
|
Pertains to inbound emails sent to the user, picked up as a reply to a Lofted email from the user.
|
Reply: [Subject]
| Reply: Re: Salesloft + CRM = WIN | |
|
Call
|
Any call logged by a user, regardless of how the call is placed.
|
Call: [Disposition | Sentiment]
| Call: Connected | Positive | |
|
Other (Cadence Step)
|
A Cadence step with the type of “Other”.
|
Other: [Step Name]
| Other: Follow Up | |
|
LinkedIn Sales Navigator
|
A Cadence step through the LinkedIn integration (any type).
|
LinkedIn Sales Navigator: [Type]
| LinkedIn Sales Navigator: InMail |
Types include: InMail, Research, Connection Request, Ask for an Introduction.
|
|
Hot Lead
|
Designates a Salesloft Hot Lead (applies when Log Hot Leads to CRM has been toggled on in the Hot Leads settings).
|
Hot Lead: [Name]
| Hot Lead: Leslie Knopp | |
|
Meeting Booked
|
Meeting booked through the Salesloft Calendar integration, whether booked via Salesloft in-app, using a link or via Calendar Sync.
|
Meeting Booked: [Meeting Name]
| Meeting Booked: Salesloft Demo |
Meetings can be logged as Tasks or Events (Salesforce) or Tasks or Appointments (Dynamics).
|
|
Recurring Meeting Booked
|
Recurring meetings booked through the Salesloft Calendar integration.
|
Recurring Meeting Booked: [Meeting Name]
| Recurring Meeting Booked: Weekly Check-in | |
|
Note
|
A note made in the Salesloft Notes tab.
|
Note
| Note | |
|
Deal Note
|
A note made in the Deals platform.
|
Salesloft Call - [Subject]
| Salesloft Call - Q3 Pipeline Review | |
|
Message
|
An SMS message or conversation thread through Sales.
|
Message
| Message | |
|
Recording
|
Relates to a meeting recording logged through Salesloft Conversations.
|
Recording: [Meeting Name]
| Recording: Salesloft Demo | |
|
Task
|
A completed Salesloft Task.
|
Task: [Subject]
| Task: Send Follow-up Proposal | |
|
Rhythm Play: Meeting Follow-up
| A Rhythm play that prompts a rep to follow up after a meeting with the contact. |
Meeting Follow-up for {{name}}
| Meeting Follow-up for Leslie Knopp | |
|
Rhythm Play: Send Meeting Reminder
| A Rhythm play that prompts a rep to send a reminder before an upcoming meeting with the contact. |
Send Meeting Reminder to {{name}}
| Send Meeting Reminder to Leslie Knopp | |
|
Rhythm Play: Email Response
| A Rhythm play that prompts a rep to reply to an email from the contact. |
Respond to {{name}}
| Respond to Leslie Knopp | |
|
Rhythm Integration: Docusign
| A Rhythm play triggered by a DocuSign integration event, prompting follow-up on a sent contract. |
Contract follow-up for {name}
| Contract follow-up for Leslie Knopp | |
|
Rhythm Integration: Vidyard
| A Rhythm play triggered by a Vidyard integration event, prompting follow-up after a contact views a video. |
Video Follow-up with {{name}}
| Video Follow-up with Leslie Knopp | |
|
Rhythm Integration: Seismic/Highspot
| A Rhythm play triggered by a Seismic or Highspot integration event, prompting follow-up on shared content. |
Content Follow-up with {{name}}
| Content Follow-up with Leslie Knopp | |
|
Rhythm Integration: G2
| A Rhythm play triggered by a G2 integration event, prompting follow-up on review or intent activity. |
G2 Follow-up with {{name}}
| G2 Follow-up with Leslie Knopp | |
Activity Logging Settings: The Activity Logging Settings show which logging settings are currently enabled for your team. By default, any activity logged in Salesloft also logs to your CRM. You can edit or disable this setting at any time.
Things to Note:
- You can choose whether activities are automatically associated with Leads, Contacts, and Opportunities, or just Leads and Contacts. This feature is supported in Salesforce as well as Microsoft Dynamics.
- Activity logging will not be impacted unless you choose to change this setting.
- The Activity Logging Settings look different across our different supported CRMs.
- Mapping Custom Activity Fields: If you're a Salesforce or Dynamics CRM user, you can map activity information from the Activity Field Configuration to include further activity data and information in your CRM.
- Reviewing Failing Activity Logs: Regularly checking Salesloft’s Failing Activity Log to ensure your team's activities are successfully logging to your CRM.
- Running CRM Reports: Utilizing the logged activity data in your CRM to generate reports on various Salesloft activities
Resources:
