rocketkind
Sales

Salesloft

Salesloft is a sales engagement platform — prospects (people), the companies they work for (accounts), and the multi-step outreach sequences (cadences) reps run against them.

Authentication

  • API key

Actions

Generic API request. Call any Salesloft API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Create personAdd a prospect to Salesloft so they can be enrolled in cadences and tied to an account.
  • Get accountRetrieve a single Salesloft account by id (GET /accounts/{id}.json).
  • Get personRetrieve a single Salesloft person by id (GET /people/{id}.json).
  • List accountsList Salesloft accounts (GET /accounts.json).
  • List cadencesList Salesloft cadences (GET /cadences.json).
  • List peopleList Salesloft people (GET /people.json).
  • List usersList the Salesloft team members on the account, to turn a name or email into the numeric user id that ownership and assignment fields take.

Triggers

  • New account (webhook)Starts when a new account is created in the connected Salesloft account, delivered by a webhook instead of polling the account list.
  • New cadence (webhook)Starts when a new cadence is created in the connected Salesloft account, delivered by a webhook instead of polling the cadence list.
  • New or updated accountStarts when an account is created or one of its attributes changes in the connected Salesloft account.
  • New or updated cadenceStarts when a cadence is created or its configuration changes in the connected Salesloft account.
  • New or updated personStarts when a person record is created or one of its attributes changes in the connected Salesloft account.
  • New or updated userStarts when a team member's Salesloft user record is created or modified, detected by comparing each poll's roster against the last seen update time.
  • New person (webhook)Starts when a new person record is created in the connected Salesloft account, delivered by a webhook instead of polling the people list.
  • New user (webhook)Starts when a new team member's Salesloft user record is created, delivered by a webhook instead of polling the user roster.

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