Once the Salesloft integration has been configured and users have authenticated their Salesloft account, contacts and companies can be exported directly from the Cognism Web Application or the Cognism Chrome Extension.

During export, Cognism checks for existing records based on your configured matching rules. If no match is found, new records are created. If a matching record exists, Cognism updates the existing record according to your integration settings.

Before you begin

Before exporting records, ensure that:

• The Salesloft integration has been configured.
• You are signed in to Salesloft from Cognism.
• Field mappings have been reviewed.
• You have permission to create or update People and Accounts in Salesloft.

Export from the Cognism Web Application

1. Search for the contacts you want to export.
2. Select one or more contacts.
3. Click Export.
4. Select Salesloft as the export destination.
5. (Optional) Select a Salesloft Cadence.
6. Confirm the export.

Cognism will create new records or update existing records based on your configured matching settings.

Export from the Cognism Chrome Extension

You can also export contacts while browsing supported websites using the Cognism Chrome Extension.

1. Open the Cognism Chrome Extension.
2. Reveal the contact if required.
3. Click Export.
4. Select Salesloft.
5. (Optional) Choose a Cadence.
6. Complete the export.

The same field mappings and matching rules configured in the Cognism Web Application are applied to Chrome Extension exports.

How Cognism handles matching

Before creating a new record, Cognism checks Salesloft for an existing match.

People

People are matched using:

• Cognism ID (if mapped)
• Email address

Accounts

Accounts are matched using:

• Cognism ID (if mapped)
• LinkedIn URL (if mapped)
• Company Domain

If a matching record is found, Cognism updates the existing record based on your General Settings configuration instead of creating a duplicate.

Adding contacts to a Cadence

If your organisation uses Salesloft Cadences, you can add exported contacts directly into a cadence during export.

If a cadence does not appear in the export list, see Salesloft Troubleshooting for common causes and solutions.

After the export

Once the export completes:

• New People and Accounts are created if no existing match is found.
• Existing records are updated according to your integration settings.
• Exported fields are populated using your configured field mappings.
• Contacts may be enrolled into the selected Salesloft Cadence, if one was chosen during export.