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Salesloft connector

OAuth 2.0CRM & SalesAutomationCommunication

Connect with Salesloft to manage people, cadences, accounts, activities, emails, calls, and notes

Salesloft connector

  1. Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

    .env
    SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
    SCALEKIT_CLIENT_ID=<your-client-id>
    SCALEKIT_CLIENT_SECRET=<your-client-secret>
  3. Register your Salesloft credentials with Scalekit so it handles the token lifecycle. You do this once per environment.

    Dashboard setup steps

    Register your Scalekit environment with the Salesloft connector so Scalekit handles the OAuth 2.0 flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically.

    1. Create a Salesloft OAuth application

      • Sign in to Salesloft and go to SettingsYour ApplicationsOAuth Applications.

      • Click + New Application.

      • Fill in the application name (e.g., My Sales Agent) and description.

      • In the Redirect URI field, paste the redirect URI from Scalekit (see step 2 — you can return to add it after).

      • Under Scopes, select the permissions your agent needs:

        ScopeEnables
        readRead access to contacts, cadences, and activities
        writeCreate and update records
      • Click Save. On the application detail page, copy your Client ID and Client Secret.

      Salesloft OAuth application detail page showing the Client ID and Client Secret fields with Copy buttons

    2. Create a connection in Scalekit

      • In Scalekit dashboard, go to AgentKit > Connections > Create Connection. Find Salesloft and click Create.
      • Click Use your own credentials and copy the Redirect URI: https://<SCALEKIT_ENVIRONMENT_URL>/sso/v1/oauth/<CONNECTION_ID>/callback
      • Return to your Salesloft OAuth app and add this redirect URI.
      • Back in Scalekit, enter your Client ID, Client Secret, and the Permissions (scopes) you selected.
      • Note the Connection name (e.g., salesloft) — use this as connection_name in your code.
      • Click Save.
    3. Add a connected account

      Via dashboard (for testing)

      • Open the connection and click the Connected Accounts tab → Add account.
      • Enter a User ID and click Save. You will be redirected to Salesloft to authorize access.

      Via API (for production)

      const { link } = await scalekit.actions.getAuthorizationLink({
      connectionName: 'salesloft',
      identifier: 'user_123',
      });
      // Redirect your user to `link` to authorize access
      console.log('Authorize at:', link);
  4. quickstart.ts
    import { ScalekitClient } from '@scalekit-sdk/node'
    import 'dotenv/config'
    const scalekit = new ScalekitClient(
    process.env.SCALEKIT_ENV_URL,
    process.env.SCALEKIT_CLIENT_ID,
    process.env.SCALEKIT_CLIENT_SECRET,
    )
    const actions = scalekit.actions
    const connector = 'salesloft'
    const identifier = 'user_123'
    // Generate an authorization link for the user
    const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
    console.log('Authorize Salesloft:', link)
    process.stdout.write('Press Enter after authorizing...')
    await new Promise(r => process.stdin.once('data', r))
    // Make your first call
    const result = await actions.executeTool({
    connector,
    identifier,
    toolName: 'salesloft_accounts_list',
    toolInput: {},
    })
    console.log(result)

Connect this agent connector to let your agent:

  • List users, tasks, people — Fetch multiple user records from Salesloft
  • Get users, tasks, people — Fetch the authenticated current user’s information from Salesloft
  • Update tasks, people, notes — Update an existing task in Salesloft by its ID
  • Delete tasks, people, notes — Delete a task from Salesloft by its ID
  • Create tasks, people, notes — Create a new task in Salesloft

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

salesloft_accounts_create#Create a new account record in Salesloft. Both name and domain are required; domain must be unique on the team.27 params

Create a new account record in Salesloft. Both name and domain are required; domain must be unique on the team.

NameTypeRequiredDescription
domainstringrequiredDomain of the account (e.g. acmecorp.com). Used as the unique identifier for the account.
namestringrequiredName of the account/company
account_tier_idintegeroptionalID of the Account Tier for this account
citystringoptionalCity where the account is located
company_stage_idintegeroptionalID of the CompanyStage assigned to this account
company_typestringoptionalType of company (e.g. prospect, customer, partner)
conversational_namestringoptionalConversational name of the company (e.g. Acme instead of Acme Corporation)
countrystringoptionalCountry where the account is located
crm_idstringoptionalCRM record ID for this account. Requires Salesforce.
crm_id_typestringoptionalThe CRM that the provided crm_id is for. Must be: salesforce
custom_fieldsobjectoptionalCustom fields defined by the team. Only fields with values appear in the API.
descriptionstringoptionalDescription of the account
do_not_contactbooleanoptionalIf true, the account will be marked as do not contact
foundedstringoptionalDate or year of founding
industrystringoptionalIndustry of the account
linkedin_urlstringoptionalLinkedIn page URL for the account
localestringoptionalTime locale for the account
owner_idintegeroptionalID of the user who owns this account
phonestringoptionalPhone number for the account
postal_codestringoptionalPostal/ZIP code of the account
revenue_rangestringoptionalRevenue range of the account
sizestringoptionalNumber of employees at the account
statestringoptionalState or region where the account is located
streetstringoptionalStreet address of the account
tagsarrayoptionalAll tags applied to this account
twitter_handlestringoptionalTwitter handle for the account (without @)
websitestringoptionalWebsite URL of the account
salesloft_accounts_delete#Delete an account from Salesloft by its ID. This operation is not reversible without contacting support.1 param

Delete an account from Salesloft by its ID. This operation is not reversible without contacting support.

NameTypeRequiredDescription
account_idintegerrequiredThe unique identifier of the account to delete
salesloft_accounts_get#Fetch a single account record from Salesloft by its ID.1 param

Fetch a single account record from Salesloft by its ID.

NameTypeRequiredDescription
account_idintegerrequiredThe unique identifier of the account to fetch
salesloft_accounts_list#Fetch multiple account records from Salesloft. The records can be filtered by domain, owner, tags, timestamps, and more, and paged and sorted according to the respective parameters.40 params

Fetch multiple account records from Salesloft. The records can be filtered by domain, owner, tags, timestamps, and more, and paged and sorted according to the respective parameters.

NameTypeRequiredDescription
account_stage_idintegeroptionalFilter accounts by account stage ID
account_tier_idintegeroptionalFilter accounts by account tier ID
account_typestringoptionalFilter accounts by type (e.g. prospect, customer, partner)
archivedbooleanoptionalFilter to return archived accounts only
citystringoptionalFilter accounts by city
countrystringoptionalFilter accounts by country
created_at_gtstringoptionalFilter accounts created after this ISO8601 timestamp (exclusive)
created_at_gtestringoptionalFilter accounts created at or after this ISO8601 timestamp (inclusive)
created_at_ltstringoptionalFilter accounts created before this ISO8601 timestamp (exclusive)
created_at_ltestringoptionalFilter accounts created at or before this ISO8601 timestamp (inclusive)
crm_idstringoptionalFilter accounts by CRM record ID
domainstringoptionalFilter accounts by domain. Domains are unique and lowercase.
has_open_opportunitybooleanoptionalFilter to accounts that have an open opportunity
idsstringoptionalFilter by specific account IDs. Comma-separated list of IDs.
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
industrystringoptionalFilter accounts by industry
last_contacted_gtstringoptionalFilter accounts last contacted after this ISO8601 timestamp (exclusive)
last_contacted_gtestringoptionalFilter accounts last contacted at or after this ISO8601 timestamp (inclusive)
last_contacted_ltstringoptionalFilter accounts last contacted before this ISO8601 timestamp (exclusive)
last_contacted_ltestringoptionalFilter accounts last contacted at or before this ISO8601 timestamp (inclusive)
limit_paging_countsbooleanoptionalLimit the paging counts returned in the response metadata
localesstringoptionalFilter accounts by locale. Comma-separated list of locales.
namestringoptionalFilter accounts by name
owner_crm_idstringoptionalFilter accounts by the CRM ID of the owner
owner_idintegeroptionalFilter accounts by owner user ID
owner_is_activebooleanoptionalFilter accounts whose owner is active (true) or inactive (false)
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
prospector_engagement_levelstringoptionalFilter accounts by prospector engagement level
sort_bystringoptionalField to sort results by. Accepted values: created_at, updated_at, last_contacted_at, account_stage, account_stage_name, account_tier, account_tier_name, name, counts_people, prospector_engagement_score. Defaults to updated_at.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
statestringoptionalFilter accounts by state or region
tagstringoptionalFilter accounts by tag name
tag_idintegeroptionalFilter accounts by tag ID
updated_at_gtstringoptionalFilter accounts updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter accounts updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter accounts updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter accounts updated at or before this ISO8601 timestamp (inclusive)
websitestringoptionalFilter accounts by website URL
your_related_accounts_activebooleanoptionalFilter to accounts where you have an active relationship
salesloft_accounts_update#Update an existing account record in Salesloft by its ID.29 params

Update an existing account record in Salesloft by its ID.

NameTypeRequiredDescription
account_idintegerrequiredThe unique identifier of the account to update
account_tier_idintegeroptionalUpdated Account Tier ID for this account
archivedbooleanoptionalWhether this account should be archived. Setting to true sets archived_at to now; setting to false clears it.
citystringoptionalUpdated city of the account
company_stage_idintegeroptionalUpdated CompanyStage ID for this account
company_typestringoptionalUpdated type of company
conversational_namestringoptionalUpdated conversational name of the company
countrystringoptionalUpdated country of the account
crm_idstringoptionalUpdated CRM record ID for this account
crm_id_typestringoptionalThe CRM that the provided crm_id is for. Must be: salesforce
custom_fieldsobjectoptionalUpdated custom fields for the account
descriptionstringoptionalUpdated description of the account
do_not_contactbooleanoptionalUpdated do not contact status of the account
domainstringoptionalUpdated domain of the account
foundedstringoptionalUpdated date or year of founding
industrystringoptionalUpdated industry of the account
linkedin_urlstringoptionalUpdated LinkedIn page URL for the account
localestringoptionalUpdated time locale for the account
namestringoptionalUpdated name of the account/company
owner_idintegeroptionalUpdated owner user ID for the account
phonestringoptionalUpdated phone number for the account
postal_codestringoptionalUpdated postal/ZIP code of the account
revenue_rangestringoptionalUpdated revenue range of the account
sizestringoptionalUpdated number of employees at the account
statestringoptionalUpdated state or region of the account
streetstringoptionalUpdated street address of the account
tagsarrayoptionalUpdated tags applied to this account
twitter_handlestringoptionalUpdated Twitter handle for the account
websitestringoptionalUpdated website URL of the account
salesloft_actions_get#Fetch a single action record from Salesloft by its ID. Actions represent individual cadence steps that are due to be performed.1 param

Fetch a single action record from Salesloft by its ID. Actions represent individual cadence steps that are due to be performed.

NameTypeRequiredDescription
action_idintegerrequiredThe unique identifier of the action to fetch
salesloft_actions_list#Fetch multiple action records from Salesloft. Actions are individual steps within cadences that are due to be performed. The records can be filtered, paged, and sorted.21 params

Fetch multiple action records from Salesloft. Actions are individual steps within cadences that are due to be performed. The records can be filtered, paged, and sorted.

NameTypeRequiredDescription
cadence_idintegeroptionalFilter actions by cadence ID
due_on_gtstringoptionalFilter actions with due date after this ISO8601 timestamp (exclusive)
due_on_gtestringoptionalFilter actions with due date at or after this ISO8601 timestamp (inclusive)
due_on_ltstringoptionalFilter actions with due date before this ISO8601 timestamp (exclusive)
due_on_ltestringoptionalFilter actions with due date at or before this ISO8601 timestamp (inclusive)
idsstringoptionalFilter by specific action IDs. Comma-separated list of IDs.
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
limit_paging_countsbooleanoptionalLimit the paging counts returned in the response metadata
multitouch_group_idintegeroptionalFilter actions by multitouch group ID
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
person_idintegeroptionalFilter actions by associated person ID
sort_bystringoptionalField to sort results by. Accepted values: created_at, updated_at. Defaults to updated_at.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
step_idintegeroptionalFilter actions by cadence step ID
typestringoptionalFilter actions by type (e.g. email, phone, other)
updated_at_gtstringoptionalFilter actions updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter actions updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter actions updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter actions updated at or before this ISO8601 timestamp (inclusive)
user_guidstringoptionalFilter actions by user GUID
salesloft_cadence_memberships_create#Add a person to a cadence by creating a cadence membership in Salesloft. person_id and cadence_id are required and must be visible to the authenticated user.5 params

Add a person to a cadence by creating a cadence membership in Salesloft. person_id and cadence_id are required and must be visible to the authenticated user.

NameTypeRequiredDescription
cadence_idintegerrequiredThe ID of the cadence to add the person to
person_idintegerrequiredThe ID of the person to add to the cadence
step_idintegeroptionalID of the step on which the person should start the cadence. Defaults to the first step.
task_idintegeroptionalID of the task that causes this action. The task will be completed automatically on success.
user_idintegeroptionalID of the user to create the cadence membership for. The associated cadence must be owned by the user or be a team cadence.
salesloft_cadence_memberships_delete#Remove a person from a cadence by deleting their cadence membership in Salesloft.1 param

Remove a person from a cadence by deleting their cadence membership in Salesloft.

NameTypeRequiredDescription
membership_idintegerrequiredThe unique identifier of the cadence membership to delete
salesloft_cadence_memberships_get#Fetch a single cadence membership record from Salesloft by its ID.1 param

Fetch a single cadence membership record from Salesloft by its ID.

NameTypeRequiredDescription
membership_idintegerrequiredThe unique identifier of the cadence membership to fetch
salesloft_cadence_memberships_list#Fetch multiple cadence membership records from Salesloft. A cadence membership is the association between a person and their current and historical time on a cadence.14 params

Fetch multiple cadence membership records from Salesloft. A cadence membership is the association between a person and their current and historical time on a cadence.

NameTypeRequiredDescription
cadence_idintegeroptionalFilter memberships by cadence ID
currently_on_cadencebooleanoptionalFilter to memberships where the person is currently active on the cadence
idsstringoptionalFilter by specific membership IDs. Comma-separated list of IDs.
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
limit_paging_countsbooleanoptionalLimit the paging counts returned in the response metadata
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
person_idintegeroptionalFilter memberships by person ID
sort_bystringoptionalField to sort results by. Accepted values: added_at, updated_at. Defaults to updated_at.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
updated_at_gtstringoptionalFilter memberships updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter memberships updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter memberships updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter memberships updated at or before this ISO8601 timestamp (inclusive)
salesloft_cadences_get#Fetch a single cadence record from Salesloft by its ID.1 param

Fetch a single cadence record from Salesloft by its ID.

NameTypeRequiredDescription
cadence_idintegerrequiredThe unique identifier of the cadence to fetch
salesloft_cadences_list#Fetch multiple cadence records from Salesloft. The records can be filtered, paged, and sorted according to the respective parameters.21 params

Fetch multiple cadence records from Salesloft. The records can be filtered, paged, and sorted according to the respective parameters.

NameTypeRequiredDescription
archivedbooleanoptionalFilter to return archived cadences
group_idsstringoptionalFilter cadences by group IDs. Comma-separated list or JSON array string.
idsstringoptionalFilter by specific cadence IDs. Comma-separated list of IDs.
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
limit_paging_countsbooleanoptionalLimit the paging counts returned in the response metadata
namestringoptionalFilter cadences by name
override_contact_restrictionsbooleanoptionalOverride contact restrictions when filtering cadences
owned_by_guidstringoptionalFilter cadences by owner GUID
pageintegeroptionalPage number for pagination, starting from 1
pending_actions_assigned_tostringoptionalFilter cadences by the user GUID that pending actions are assigned to
people_addablebooleanoptionalFilter to cadences that people can be added to
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
sharedbooleanoptionalFilter to cadences that are shared
sort_bystringoptionalField to sort results by. Accepted values: created_at, updated_at, name. Defaults to updated_at.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
tag_idsstringoptionalFilter cadences by tag IDs. Comma-separated list of tag IDs.
team_cadencebooleanoptionalFilter by team cadences (true) or personal cadences (false)
updated_at_gtstringoptionalFilter cadences updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter cadences updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter cadences updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter cadences updated at or before this ISO8601 timestamp (inclusive)
salesloft_calls_get#Fetch a single call activity record from Salesloft by its ID.1 param

Fetch a single call activity record from Salesloft by its ID.

NameTypeRequiredDescription
call_idintegerrequiredThe unique identifier of the call to fetch
salesloft_calls_list#Fetch multiple call activity records from Salesloft. The records can be filtered by person, user, sentiment, disposition, and timestamps, and paged and sorted.21 params

Fetch multiple call activity records from Salesloft. The records can be filtered by person, user, sentiment, disposition, and timestamps, and paged and sorted.

NameTypeRequiredDescription
connectedbooleanoptionalFilter to calls where a connection was made
created_at_gtstringoptionalFilter calls created after this ISO8601 timestamp (exclusive)
created_at_gtestringoptionalFilter calls created at or after this ISO8601 timestamp (inclusive)
created_at_ltstringoptionalFilter calls created before this ISO8601 timestamp (exclusive)
created_at_ltestringoptionalFilter calls created at or before this ISO8601 timestamp (inclusive)
dispositionstringoptionalFilter calls by disposition (e.g. answered, voicemail, no_answer)
idsstringoptionalFilter by specific call IDs. Comma-separated list of IDs.
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
limit_paging_countsbooleanoptionalLimit the paging counts returned in the response metadata
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
person_idintegeroptionalFilter calls by associated person ID
positivebooleanoptionalFilter to calls marked as positive
sentimentstringoptionalFilter calls by sentiment (e.g. positive, neutral, negative)
sort_bystringoptionalField to sort results by. Accepted values: created_at, updated_at. Defaults to updated_at.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
updated_at_gtstringoptionalFilter calls updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter calls updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter calls updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter calls updated at or before this ISO8601 timestamp (inclusive)
user_guidstringoptionalFilter calls by user GUID
salesloft_email_templates_get#Fetch a single email template record from Salesloft by its ID.2 params

Fetch a single email template record from Salesloft by its ID.

NameTypeRequiredDescription
email_template_idintegerrequiredThe unique identifier of the email template to fetch
include_signaturebooleanoptionalWhether to include the email signature in the response
salesloft_email_templates_list#Fetch multiple email template records from Salesloft. The records can be filtered by title, tag, group, cadence, and timestamps, and paged and sorted.20 params

Fetch multiple email template records from Salesloft. The records can be filtered by title, tag, group, cadence, and timestamps, and paged and sorted.

NameTypeRequiredDescription
cadence_idintegeroptionalFilter email templates by cadence ID
filter_by_ownerbooleanoptionalFilter to return only templates owned by the authenticated user
group_idintegeroptionalFilter email templates by group ID
idsstringoptionalFilter by specific email template IDs. Comma-separated list of IDs.
include_archived_templatesbooleanoptionalWhether to include archived templates in the results
include_cadence_templatesbooleanoptionalWhether to include cadence-specific templates in the results
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
limit_paging_countsbooleanoptionalLimit the paging counts returned in the response metadata
linked_to_team_templatebooleanoptionalFilter to return only templates linked to a team template
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
searchstringoptionalFilter email templates by title or subject
sort_bystringoptionalField to sort results by. Accepted values: created_at, updated_at, last_used_at. Defaults to updated_at.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
tagstringoptionalFilter email templates by tag name
tag_idsstringoptionalFilter email templates by tag IDs. Comma-separated list of tag IDs.
updated_at_gtstringoptionalFilter templates updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter templates updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter templates updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter templates updated at or before this ISO8601 timestamp (inclusive)
salesloft_emails_get#Fetch a single email activity record from Salesloft by its ID.2 params

Fetch a single email activity record from Salesloft by its ID.

NameTypeRequiredDescription
email_idintegerrequiredThe unique identifier of the email to fetch
scoped_fieldsstringoptionalComma-separated list of fields to scope the response to
salesloft_emails_list#Fetch multiple email activity records from Salesloft. The records can be filtered by person, account, cadence, status, timestamps, and engagement signals, and paged and sorted.33 params

Fetch multiple email activity records from Salesloft. The records can be filtered by person, account, cadence, status, timestamps, and engagement signals, and paged and sorted.

NameTypeRequiredDescription
account_idintegeroptionalFilter emails by associated account ID
action_idintegeroptionalFilter emails by action ID
bouncedbooleanoptionalFilter to only bounced emails
cadence_idintegeroptionalFilter emails by cadence ID
crm_activity_idstringoptionalFilter emails by CRM activity ID
draft_with_aibooleanoptionalFilter to emails drafted with AI assistance
email_addressesstringoptionalFilter emails by recipient email address(es). Comma-separated list.
email_template_idintegeroptionalFilter emails by the email template used
has_clicksbooleanoptionalFilter to emails that have link clicks
has_repliesbooleanoptionalFilter to emails that have replies
has_viewsbooleanoptionalFilter to emails that have been viewed/opened
idsstringoptionalFilter by specific email IDs. Comma-separated list of IDs.
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
limit_paging_countsbooleanoptionalLimit the paging counts returned in the response metadata
one_offbooleanoptionalFilter to one-off emails (not part of a cadence)
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
person_idintegeroptionalFilter emails by associated person ID
personalizationstringoptionalFilter emails by personalization value
scoped_fieldsstringoptionalComma-separated list of fields to scope the response to
sent_at_gtstringoptionalFilter emails sent after this ISO8601 timestamp (exclusive)
sent_at_gtestringoptionalFilter emails sent at or after this ISO8601 timestamp (inclusive)
sent_at_ltstringoptionalFilter emails sent before this ISO8601 timestamp (exclusive)
sent_at_ltestringoptionalFilter emails sent at or before this ISO8601 timestamp (inclusive)
sort_bystringoptionalField to sort results by. Accepted values: updated_at, recipient, send_time, account, subject, views, clicks, replies. Defaults to updated_at.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
statusstringoptionalFilter emails by status
step_idintegeroptionalFilter emails by cadence step ID
updated_at_gtstringoptionalFilter emails updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter emails updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter emails updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter emails updated at or before this ISO8601 timestamp (inclusive)
user_idintegeroptionalFilter emails by user ID
salesloft_notes_create#Create a new note in Salesloft. Notes require content, an associated object type (person or account), and the ID of that object. Optionally link the note to a call.8 params

Create a new note in Salesloft. Notes require content, an associated object type (person or account), and the ID of that object. Optionally link the note to a call.

NameTypeRequiredDescription
associated_with_idintegerrequiredID of the person or account to associate the note with
associated_with_typestringrequiredType of object the note is associated with. Accepted values: person, account
contentstringrequiredThe text content of the note
call_idintegeroptionalID of the call to associate this note with. The call cannot already have a note.
crm_activity_metadataobjectoptionalJSONB metadata for CRM activity tracking
skip_crm_syncbooleanoptionalIf true, the note will not be synced to the CRM
subjectstringoptionalThe subject of the note's CRM activity. Defaults to 'Note'.
user_guidstringoptionalGUID of the user to create the note for. Only team admins may create notes on behalf of other users. Defaults to the requesting user.
salesloft_notes_delete#Delete a note from Salesloft by its ID. Only notes owned by the authorized account can be deleted.1 param

Delete a note from Salesloft by its ID. Only notes owned by the authorized account can be deleted.

NameTypeRequiredDescription
note_idintegerrequiredThe unique identifier of the note to delete
salesloft_notes_get#Fetch a single note record from Salesloft by its ID.1 param

Fetch a single note record from Salesloft by its ID.

NameTypeRequiredDescription
note_idintegerrequiredThe unique identifier of the note to fetch
salesloft_notes_list#Fetch multiple note records from Salesloft. The records can be filtered by associated object, timestamps, and IDs, and paged and sorted.13 params

Fetch multiple note records from Salesloft. The records can be filtered by associated object, timestamps, and IDs, and paged and sorted.

NameTypeRequiredDescription
associated_with_idintegeroptionalFilter notes by the ID of the associated person or account. associated_with_type must also be present.
associated_with_typestringoptionalType of the associated object. Accepted values: person, account
idsstringoptionalFilter by specific note IDs. Comma-separated list of IDs.
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
limit_paging_countsbooleanoptionalLimit the paging counts returned in the response metadata
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
sort_bystringoptionalField to sort results by. Accepted values: created_at, updated_at. Defaults to updated_at.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
updated_at_gtstringoptionalFilter notes updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter notes updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter notes updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter notes updated at or before this ISO8601 timestamp (inclusive)
salesloft_notes_update#Update an existing note in Salesloft by its ID.4 params

Update an existing note in Salesloft by its ID.

NameTypeRequiredDescription
contentstringrequiredThe text content of the note
note_idintegerrequiredThe unique identifier of the note to update
call_idintegeroptionalID of the call to associate this note with. If the note is already associated to a call, it will become associated to the requested call.
crm_activity_metadataobjectoptionalJSONB metadata for CRM activity tracking
salesloft_people_create#Create a new person record in Salesloft. Either email_address or phone and last_name must be provided as a unique lookup on the team.38 params

Create a new person record in Salesloft. Either email_address or phone and last_name must be provided as a unique lookup on the team.

NameTypeRequiredDescription
account_idintegeroptionalID of the Account to link this person to
autotag_datebooleanoptionalWhether to add today's date as a tag to this person in Y-m-d format. Default is false.
citystringoptionalCity where the person is located
contact_restrictionsarrayoptionalCommunication methods to prevent for this person. Accepted values: call, email, message
countrystringoptionalCountry where the person is located
crm_idstringoptionalID of the person in your external CRM. Requires crm_id_type. Salesforce IDs must be exactly 18 characters and a Lead (00Q) or Contact (003) object.
crm_id_typestringoptionalThe CRM that the provided crm_id is for. Must be one of: salesforce
custom_fieldsobjectoptionalCustom fields defined by the team for this person
do_not_contactbooleanoptionalIf true, prevents this person from being called, emailed, or added to a cadence
email_addressstringoptionalEmail address of the person. Required if phone and last_name are not provided.
eu_residentbooleanoptionalWhether this person is a European Resident for GDPR compliance
external_sourcestringoptionalThe name of the external source from where this person was imported
first_namestringoptionalFirst name of the person
home_phonestringoptionalHome phone number without formatting
import_idintegeroptionalID of the Import this person is a part of
job_senioritystringoptionalJob seniority of the person. Accepted values: director, executive, individual_contributor, manager, vice_president, unknown
last_namestringoptionalLast name of the person. Required together with phone if email_address is not provided.
linkedin_urlstringoptionalLinkedIn profile URL of the person
localestringoptionalTime locale of the person
mobile_phonestringoptionalMobile phone number without formatting
owner_idintegeroptionalID of the User that owns this person
person_company_industrystringoptionalCompany industry specific to this person, unrelated to the linked company object
person_company_namestringoptionalCompany name specific to this person, unrelated to the linked company object
person_company_websitestringoptionalCompany website specific to this person, unrelated to the linked company object
person_stage_idintegeroptionalID of the PersonStage of this person
personal_email_addressstringoptionalPersonal email address of the person
personal_websitestringoptionalPersonal website URL of the person
phonestringoptionalPhone number without formatting
phone_extensionstringoptionalPhone extension without formatting
secondary_email_addressstringoptionalAlternate email address of the person
skip_permission_checksbooleanoptionalFlag to indicate this is an intake form request that should bypass permission checks
statestringoptionalState or region where the person is located
tagsarrayoptionalAll tags applied to this person
titlestringoptionalJob title of the person
twitter_handlestringoptionalTwitter handle of the person
work_citystringoptionalWork location city of the person
work_countrystringoptionalWork location country of the person
work_statestringoptionalWork location state or region of the person
salesloft_people_delete#Delete a person from Salesloft by their ID. This operation is not reversible without contacting support.1 param

Delete a person from Salesloft by their ID. This operation is not reversible without contacting support.

NameTypeRequiredDescription
person_idintegerrequiredThe unique identifier of the person to delete
salesloft_people_get#Fetch a single person record from Salesloft by their ID.1 param

Fetch a single person record from Salesloft by their ID.

NameTypeRequiredDescription
person_idintegerrequiredThe unique identifier of the person to fetch
salesloft_people_list#Fetch multiple person records from Salesloft. The records can be filtered by email, account, stage, owner, cadence, contact restrictions, timestamps, and more, and paged and sorted.53 params

Fetch multiple person records from Salesloft. The records can be filtered by email, account, stage, owner, cadence, contact restrictions, timestamps, and more, and paged and sorted.

NameTypeRequiredDescription
account_idstringoptionalFilter people by account ID. Comma-separated list for multiple values.
active_cadencesbooleanoptionalFilter people by whether they have an active cadence
bouncedbooleanoptionalFilter people by whether an email sent to them bounced
cadence_idstringoptionalFilter people by the cadence they are currently on. Comma-separated list. Use _is_null to filter people not on a cadence.
can_callbooleanoptionalFilter people who can be called given do_not_contact and contact_restrictions
can_emailbooleanoptionalFilter people who can be emailed given do_not_contact and contact_restrictions
can_textbooleanoptionalFilter people who can be sent a text message given do_not_contact and contact_restrictions
citystringoptionalFilter people by city. Supports partial matching. Comma-separated list for multiple values.
companystringoptionalFilter people by company name. Comma-separated list for multiple values.
countrystringoptionalFilter people by country. Supports partial matching. Comma-separated list for multiple values.
created_at_gtstringoptionalFilter people created after this ISO8601 timestamp (exclusive)
created_at_gtestringoptionalFilter people created at or after this ISO8601 timestamp (inclusive)
created_at_ltstringoptionalFilter people created before this ISO8601 timestamp (exclusive)
created_at_ltestringoptionalFilter people created at or before this ISO8601 timestamp (inclusive)
crm_idstringoptionalFilter people by CRM ID. Comma-separated list for multiple values.
custom_fieldsobjectoptionalFilter people by custom field values. Custom field names are case-sensitive; values are case-insensitive.
do_not_contactbooleanoptionalFilter people by their do_not_contact status
email_addressesstringoptionalFilter people by email address(es). Comma-separated list. Use _is_null to filter people with no email.
eu_residentbooleanoptionalFilter people by whether they are marked as a European Union Resident
first_namestringoptionalFilter people by first name. Comma-separated list for multiple values.
idsstringoptionalFilter by specific person IDs. Comma-separated list of IDs.
import_idstringoptionalFilter people by import ID. Comma-separated list. Use _is_null to filter people not imported.
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
job_senioritystringoptionalFilter people by job seniority. Comma-separated list. Use _is_null to filter people without a seniority.
last_contacted_gtstringoptionalFilter people last contacted after this ISO8601 timestamp (exclusive)
last_contacted_gtestringoptionalFilter people last contacted at or after this ISO8601 timestamp (inclusive)
last_contacted_ltstringoptionalFilter people last contacted before this ISO8601 timestamp (exclusive)
last_contacted_ltestringoptionalFilter people last contacted at or before this ISO8601 timestamp (inclusive)
last_contacted_typestringoptionalFilter people by last contacted type. Comma-separated list for multiple values.
last_namestringoptionalFilter people by last name. Comma-separated list for multiple values.
limit_paging_countsbooleanoptionalSpecifies whether the max limit of 10k records should be applied to pagination counts
localesstringoptionalFilter people by locale. Comma-separated list. Use Null to filter people without a locale.
newbooleanoptionalFilter people who have never been on a cadence or contacted in any way
owned_by_guidstringoptionalFilter people by the owner's GUID. Comma-separated list for multiple values.
owner_crm_idstringoptionalFilter people by owner CRM ID. Comma-separated list. Use _is_null to filter unowned people.
owner_idstringoptionalFilter people by owner user ID. Comma-separated list for multiple values.
owner_is_activebooleanoptionalFilter people by whether the owner is active
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
person_stage_idstringoptionalFilter people by person stage ID. Comma-separated list. Use _is_null to filter people with no stage.
phone_numberbooleanoptionalFilter people by whether they have a phone number
repliedbooleanoptionalFilter people by whether they have replied to an email
sort_bystringoptionalField to sort results by. Accepted values: created_at, updated_at, last_contacted_at, name, title, job_seniority, call_count, sent_emails, clicked_emails, replied_emails, viewed_emails, account, cadence_stage_name. Defaults to updated_at.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
starred_by_guidstringoptionalFilter people who have been starred by the given user GUIDs. Comma-separated list.
statestringoptionalFilter people by state. Supports partial matching. Comma-separated list for multiple values.
successbooleanoptionalFilter people by whether they have been marked as a success
tag_idstringoptionalFilter people by tag ID. Comma-separated list. Use _is_null or _is_not_null to filter by tag presence.
titlestringoptionalFilter people by job title. Supports partial matching. Comma-separated list for multiple values.
updated_at_gtstringoptionalFilter people updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter people updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter people updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter people updated at or before this ISO8601 timestamp (inclusive)
salesloft_people_update#Update an existing person record in Salesloft by their ID.38 params

Update an existing person record in Salesloft by their ID.

NameTypeRequiredDescription
person_idintegerrequiredThe unique identifier of the person to update
account_idintegeroptionalUpdated account ID for this person
citystringoptionalUpdated city of the person
contact_restrictionsarrayoptionalCommunication methods to prevent for this person. Accepted values: call, email, message
countrystringoptionalUpdated country of the person
crm_idstringoptionalID of the person in your external CRM. Requires crm_id_type. Salesforce IDs must be exactly 18 characters and a Lead (00Q) or Contact (003) object.
crm_id_typestringoptionalThe CRM that the provided crm_id is for. Must be one of: salesforce
custom_fieldsobjectoptionalUpdated custom fields for the person
do_not_contactbooleanoptionalUpdate the do not contact status of the person
email_addressstringoptionalUpdated email address of the person
eu_residentbooleanoptionalWhether this person is a European Resident for GDPR compliance
external_sourcestringoptionalThe name of the external source from where this person was imported
first_namestringoptionalUpdated first name of the person
home_phonestringoptionalUpdated home phone number of the person
import_idintegeroptionalID of the import this person was part of
job_senioritystringoptionalJob seniority of the person. Accepted values: director, executive, individual_contributor, manager, vice_president, unknown
last_namestringoptionalUpdated last name of the person
linkedin_urlstringoptionalUpdated LinkedIn profile URL
localestringoptionalUpdated time locale for the person
mobile_phonestringoptionalUpdated mobile phone number of the person
owner_idintegeroptionalUpdated owner user ID for this person record
person_company_industrystringoptionalUpdated company industry associated with this person
person_company_namestringoptionalUpdated company name associated with this person
person_company_websitestringoptionalUpdated company website associated with this person
person_stage_idintegeroptionalUpdated person stage ID
personal_email_addressstringoptionalUpdated personal email address of the person
personal_websitestringoptionalUpdated personal website URL of the person
phonestringoptionalUpdated phone number of the person
phone_extensionstringoptionalUpdated phone extension of the person
secondary_email_addressstringoptionalUpdated secondary email address of the person
skip_permission_checksbooleanoptionalFlag to indicate this is an intake form request that should bypass permission checks
statestringoptionalUpdated state or region of the person
tagsarrayoptionalUpdated tags applied to this person
titlestringoptionalUpdated job title of the person
twitter_handlestringoptionalUpdated Twitter handle of the person (without @)
work_citystringoptionalUpdated work city of the person
work_countrystringoptionalUpdated work country of the person
work_statestringoptionalUpdated work state or region of the person
salesloft_tasks_create#Create a new task in Salesloft. A subject is required. Optionally link the task to a person, user, and cadence step.9 params

Create a new task in Salesloft. A subject is required. Optionally link the task to a person, user, and cadence step.

NameTypeRequiredDescription
subjectstringrequiredSubject line of the task
descriptionstringoptionalA description of the task recorded for the person at completion time
due_datestringoptionalDate the task is due, in ISO-8601 date format (YYYY-MM-DD)
idempotency_keystringoptionalUnique identifier to prevent duplicate tasks from being created
person_idstringoptionalID of the person to be contacted
remind_atstringoptionalDatetime at which to remind the user of the task, in ISO-8601 datetime format
task_typestringoptionalType of the task. Accepted values: call, email, general
user_guidstringoptionalGUID of the user linked to the task. Defaults to the authenticated user.
user_idintegeroptionalID of the user linked to the task. Defaults to the authenticated user.
salesloft_tasks_delete#Delete a task from Salesloft by its ID. This operation is not reversible.1 param

Delete a task from Salesloft by its ID. This operation is not reversible.

NameTypeRequiredDescription
task_idintegerrequiredThe unique identifier of the task to delete
salesloft_tasks_get#Fetch a single task record from Salesloft by its ID.1 param

Fetch a single task record from Salesloft by its ID.

NameTypeRequiredDescription
task_idintegerrequiredThe unique identifier of the task to fetch
salesloft_tasks_list#Fetch multiple task records from Salesloft. The records can be filtered by user, person, account, state, type, time interval, timestamps, and more, and paged and sorted.29 params

Fetch multiple task records from Salesloft. The records can be filtered by user, person, account, state, type, time interval, timestamps, and more, and paged and sorted.

NameTypeRequiredDescription
account_idstringoptionalFilter tasks by the account to which they are associated. Comma-separated list for multiple values.
completed_at_gtstringoptionalFilter tasks completed after this ISO8601 timestamp (exclusive)
completed_at_gtestringoptionalFilter tasks completed at or after this ISO8601 timestamp (inclusive)
completed_at_ltstringoptionalFilter tasks completed before this ISO8601 timestamp (exclusive)
completed_at_ltestringoptionalFilter tasks completed at or before this ISO8601 timestamp (inclusive)
completed_time_intervalstringoptionalFilter completed tasks by time interval. Accepted values: today, yesterday, this_week, previous_week, this_month
current_statestringoptionalFilter tasks by current state. Comma-separated list. Accepted values: scheduled, completed
idempotency_keystringoptionalFilter tasks by idempotency key
idsstringoptionalFilter by specific task IDs. Comma-separated list of IDs.
include_counts_acted_on_gtstringoptionalInclude counts acted on after this ISO8601 timestamp (exclusive)
include_counts_acted_on_gtestringoptionalInclude counts acted on at or after this ISO8601 timestamp (inclusive)
include_counts_acted_on_ltstringoptionalInclude counts acted on before this ISO8601 timestamp (exclusive)
include_counts_acted_on_ltestringoptionalInclude counts acted on at or before this ISO8601 timestamp (inclusive)
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
limit_paging_countsbooleanoptionalSpecifies whether the max limit of 10k records should be applied to pagination counts
localestringoptionalFilter tasks by locale of the associated person. Comma-separated list for multiple values.
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
person_idstringoptionalFilter tasks by the person to which they are associated. Comma-separated list for multiple values.
sort_bystringoptionalField to sort results by. Accepted values: due_date, due_at, utc_offset, company, updated_at, completed_at, salesloft.prioritizers/rhythm. Defaults to due_date.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to ASC.
sourcestringoptionalFilter tasks by source. Comma-separated list for multiple values.
task_typestringoptionalFilter tasks by type. Comma-separated list. Accepted values: call, email, general
time_interval_filterstringoptionalFilter tasks by time interval. Accepted values: overdue, today, tomorrow, this_week, next_week
updated_at_gtstringoptionalFilter tasks updated after this ISO8601 timestamp (exclusive)
updated_at_gtestringoptionalFilter tasks updated at or after this ISO8601 timestamp (inclusive)
updated_at_ltstringoptionalFilter tasks updated before this ISO8601 timestamp (exclusive)
updated_at_ltestringoptionalFilter tasks updated at or before this ISO8601 timestamp (inclusive)
user_idstringoptionalFilter tasks by the user to which they are assigned. Comma-separated list for multiple values.
salesloft_tasks_update#Update an existing task in Salesloft by its ID.12 params

Update an existing task in Salesloft by its ID.

NameTypeRequiredDescription
task_idintegerrequiredThe unique identifier of the task to update
current_statestringoptionalCurrent state of the task. Valid option: completed
descriptionstringoptionalA description of the task recorded for the person at completion time
due_atstringoptionalDatetime the task is due, in ISO-8601 datetime format
due_datestringoptionalDate the task is due, in ISO-8601 date format (YYYY-MM-DD)
is_loggedbooleanoptionalA flag to indicate that the task should only be logged
person_idstringoptionalID of the person to be contacted
remind_atstringoptionalDatetime at which to remind the user of the task, in ISO-8601 datetime format
subjectstringoptionalSubject line of the task
task_typestringoptionalTask type. Accepted values: call, email, general
user_guidstringoptionalGUID of the user linked to the task. Defaults to the authenticated user.
user_idintegeroptionalID of the user linked to the task. Defaults to the authenticated user.
salesloft_users_get_current#Fetch the authenticated current user's information from Salesloft. This endpoint does not accept any parameters.0 params

Fetch the authenticated current user's information from Salesloft. This endpoint does not accept any parameters.

salesloft_users_list#Fetch multiple user records from Salesloft. Non-admin users will only see their own user or all on team depending on group visibility policy.22 params

Fetch multiple user records from Salesloft. Non-admin users will only see their own user or all on team depending on group visibility policy.

NameTypeRequiredDescription
activebooleanoptionalFilter users by active status. Defaults to not applied.
calendar_connection_statusbooleanoptionalFilter users by calendar connection status. True returns only users with a connected calendar; false returns only users without.
emailsstringoptionalFilter users by exact email address match. Comma-separated list for multiple values.
group_idstringoptionalFilter users by group ID. Comma-separated list. Use _is_null to filter users not in any group.
guidstringoptionalFilter users by GUID. Comma-separated list for multiple values.
has_crm_userbooleanoptionalFilter users by whether they have a CRM user mapped
idsstringoptionalFilter by specific user IDs. Comma-separated list of IDs.
include_calendar_connection_statusbooleanoptionalWhether to include calendar connection status in the response. When true, adds a calendar_connection_status object to each user.
include_paging_countsbooleanoptionalWhether to include total count and page count in the response metadata
last_loginstringoptionalFilter users based on last login time
managed_arbooleanoptionalFilter users based on whether they manage Automation Rules
manager_user_guidstringoptionalFilter users by their manager's user GUID. Comma-separated list for multiple values.
pageintegeroptionalPage number for pagination, starting from 1
per_pageintegeroptionalNumber of results per page in the range [1, 100]. Defaults to 25.
permissionsstringoptionalFilter users by specific permissions. Comma-separated list for multiple values.
role_idstringoptionalFilter users by role ID. Comma-separated list for multiple values.
searchstringoptionalSpace-separated keywords to search First Name, Last Name, or Email (case-insensitive substring match)
seat_packagestringoptionalFilter users by assigned license. Comma-separated list for multiple values.
sort_bystringoptionalField to sort results by. Accepted values: id, seat_package, email, name, group, last_login, role. Defaults to id.
sort_directionstringoptionalDirection of sort: ASC or DESC. Defaults to DESC.
visible_onlybooleanoptionalWhen true, only shows users actionable based on team privacy settings. When false, shows all users including deactivated. Defaults to true.
work_countrystringoptionalFilter users by assigned work country. Comma-separated list for multiple values.