Salesloft
Keep Salesloft up to date with every customer, deal and order, without copy and paste.
43 ways to read, 19 ways to write, each write switched on by you.
Quality checks
Built and tested with example responses.
- Ready to connect: doneEvery listed action is built in.
- Built and tested with example responses: doneEach action is built from the provider’s published API and tested against example responses, errors, rate limits and paging.
Connected, approved, proven.
The things teams do most with Salesloft, an example flow with a person in the loop, and what Nexra keeps as proof.
Top actions
- Create account
accounts.createApproval by rule - Add person to cadence
cadence_memberships.createApproval by rule - List account stages
account_stages.listRead
Example flow
- Salesloft · List account stages
account_stages.listDone - Salesloft · Create account
accounts.createMaker-checker - Nexra · Record the decision and result in the evidence chainProven
Example workflow. Routine runs go through on their own. Only a change your rules flag, such as one over a limit you set, waits for the right person, who sees the exact change and the rule before it reaches Salesloft.
What gets logged
- Whether it ran on its own or who approved it, and under which rule
- A fingerprint of the exact request sent to Salesloft
- Salesloft's reply: what it created or changed
- One entry in the evidence chain, linked to the one before
Try this in the sandbox
Run the whole flow with test data in your sandbox, then connect your own account when you are ready to go live.
For developers
Technical detail
Read and write Salesloft people, accounts, notes, tasks, calls and templates, manage cadence and opportunity memberships, and read cadences, opportunities, meetings and activity.
Salesloft API docs- Source actions
- 43
- Destination actions
- 19
- Data types
- 30
What you can map
Reads are always available. Writes are off until you switch them on for a connection, and governed writes follow your policies.
account stages1
- List account stagesSourceIncremental
Account stages configured for the team.
account tiers1
- List account tiersSource
Account tiers configured for the team.
accounts5
- Create accountDestinationNot retried automaticallyApproval before production
Creates an account. The domain must be unique on the team.
- Get accountSource
One account by Salesloft ID.
- List accountsSourceIncremental
Accounts with stage, tier, owner and custom fields; filter by update time or domain.
- Update accountDestinationProvider duplicate protectionApproval before production
Updates the mapped account fields; set archived to archive or restore.
- Upsert accountDestinationProvider duplicate protectionApproval before production
Creates or updates an account matched on domain, crm_id or Salesloft ID.
activity histories1
- List activity historySourceIncremental
The Salesloft activity feed (emails, calls, notes, meetings and more), filtered by type, resource or time.
cadence memberships3
- Add person to cadenceDestinationNot retried automaticallyApproval before production
Adds one person to a cadence. Cadence steps (including automated emails) start for that person, so enable this only for explicit enrolment flows.
- Get cadence membershipSource
One cadence membership with its current state and step.
- List cadence membershipsSourceIncremental
Which people are (or were) on which cadences.
cadence stats1
- Get cadence statsSource
Delivery, reply, call and meeting counts and rates for one cadence.
cadences2
- Get cadenceSource
One cadence by Salesloft ID.
- List cadencesSourceIncremental
Cadences, optionally only those people can be added to.
call dispositions1
- List call dispositionsSource
Call dispositions configured for the team.
call sentiments1
- List call sentimentsSource
Call sentiments configured for the team.
calls3
- Log callDestinationNot retried automaticallyApproval before production
Logs a call made outside Salesloft for a person, with disposition, sentiment and notes synced to the CRM. It does not dial.
- Get callSource
One logged call by Salesloft ID.
- List callsSourceIncremental
Logged calls with disposition, sentiment and duration.
conversations2
- Get conversationSource
One conversation with its account, person and recording metadata.
- List conversationsSourceIncremental
Recorded calls and video meetings (Conversation Intelligence), filtered by update time, account or person.
crm activities1
- List CRM activitiesSourceIncremental
Activities Salesloft logged to the CRM, with sync errors.
custom fields3
- Create custom fieldDestinationNot retried automaticallyApproval before production
Creates a person, company or opportunity custom field.
- Get custom fieldSource
One custom field definition.
- List custom fieldsSource
Custom field definitions for people, companies and opportunities with value types.
email templates4
- Create email templateDestinationNot retried automaticallyApproval before production
Creates a personal email template. Nothing is sent.
- Get email templateSource
One email template with its HTML body.
- List email templatesSourceIncremental
Personal and team email templates, optionally searched or limited to a cadence.
- Update email templateDestinationProvider duplicate protectionApproval before production
Updates a personal email template's title, subject, body or tracking. Archiving is not offered.
emails2
- Get emailSource
One sent or scheduled email with tracking counts.
- List emailsSourceIncremental
Sent and scheduled emails with tracking counts.
groups1
- List groupsSource
Team groups with their parent and accessible groups.
me1
- Get authenticated userSource
The user that owns the API key.
meetings2
- List meetingsSourceIncremental
Meetings booked through Salesloft, filtered by status, person, account or start time.
- Update meetingDestinationProvider duplicate protectionApproval before production
Marks a meeting as a no-show or updates its booking status.
notes4
- Create noteDestinationNot retried automaticallyApproval before production
Adds a note to a person or account; it syncs to the CRM unless skipCrmSync is set.
- Get noteSource
One note by Salesloft ID.
- List notesSourceIncremental
Notes on people and accounts.
- Update noteDestinationProvider duplicate protectionApproval before production
Updates note content. Changes are not synced to the CRM.
opportunities2
- Get opportunitySource
One opportunity by Salesloft ID.
- List opportunitiesSourceIncremental
Opportunities synced from the CRM or created through external mappings; filter by update time, account, person, owner or state.
opportunity people2
- Add person to opportunityDestinationNot retried automaticallyApproval before production
Associates a person with an opportunity as a buying group member.
- List opportunity contactsSourceIncremental
Associations between people and opportunities (buying group members).
opportunity stages1
- List opportunity stagesSourceIncremental
Opportunity stages synced from the CRM or created through the API.
people5
- Create personDestinationNot retried automaticallyApproval before production
Creates a person. An email address, or a phone and last name, is required and must be unique on the team.
- Get personSource
One person by Salesloft ID.
- List peopleSourceIncremental
People with engagement counts and custom fields; filter by update time, email, account or cadence.
- Update personDestinationProvider duplicate protectionApproval before production
Updates the mapped person fields, including custom fields.
- Upsert personDestinationProvider duplicate protectionApproval before production
Creates or updates a person matched on email address, CRM ID or Salesloft ID. Create and update rules match people.create and people.update.
person stages3
- Create person stageDestinationNot retried automaticallyApproval before production
Adds a person stage.
- List person stagesSource
Person (lead) stages configured for the team.
- Rename person stageDestinationProvider duplicate protectionApproval before production
Renames a person stage.
steps1
- List cadence stepsSourceIncremental
Steps of cadences, optionally for one cadence or step type.
successes1
- List successesSourceIncremental
Successes (positive outcomes such as replies or meetings) attributed to people.
tags1
- List tagsSource
Tags used on the team, optionally matching a search term.
tasks4
- Create taskDestinationProvider duplicate protectionApproval before production
Creates a call, email or general task for a person. Uses Salesloft's idempotency_key.
- Get taskSource
One task by Salesloft ID.
- List tasksSourceIncremental
Call, email and general tasks; cadence step tasks are not included.
- Update taskDestinationProvider duplicate protectionApproval before production
Updates a task, or completes it by setting currentState to completed.
team1
- Get teamSource
The authenticated user's team with plan and calling and email settings.
users2
- Get userSource
One user by Salesloft ID.
- List usersSource
Users visible to the key owner.
Access and limits
- Authentication
- Salesloft API key
- Plans and access
- Salesloft customers with API access; API keys are created per user. Requests act as the key owner and are limited to the scopes chosen for the key.
- Test environment
- Salesloft provides sandbox teams to partners and customers on request.
- Rate limits
- 600 cost points per minute per team; high page numbers cost more; HTTP 429 with Retry-After.
- Pagination
- page/per_page (up to 100) with metadata.paging.next_page.
- Provider events
- Salesloft webhook subscriptions for people, cadence membership, call, email and task events. Flows run on demand, on a schedule, or when a scheduled check finds new or changed records.
Before you build a flow
- Array filters accept one value per operation input in Nexra.
- do_not_contact and contact_restrictions are only sent when mapped explicitly.
- People, notes and cadence memberships have no idempotency key; uncertain creates are not repeated automatically. Tasks use Salesloft's idempotency_key.
- The account create/update reference lists custom_fields as an array while reads return an object keyed by field name; Nexra sends the mapped value unchanged.
- Activity reads (calls, emails) may require additional scopes; email subject and body are sensitive fields that need a specific scope.
- Opportunities are read-only here; Salesloft creates and updates them through CRM sync or its external mapping API, which Nexra does not offer.
- Logging a call (calls.create) completes the linked task or action; without taskId or actionId a repeat logs a second call.
- The conversations and activity history responses are paged by page number; when Salesloft omits paging metadata Nexra requests the next page after a full page.
- Deletes, cadence activation and bulk enrolment, imports, bulk jobs, data-control redaction, webhook subscription changes and email sends are intentionally not offered.
Developer reference
- Create the Salesloft credentials described above with the narrowest permissions your flows need.
- In Nexra, open Connect, then Connections, then New connection, choose Salesloft, enter its settings and credentials, and tick only the write actions you need. Connection guide
- Test the connection, then use its actions as flow sources and destinations. Flow guide
Machine-readable detail: GET /api/public/connect/connectors/salesloft and the Connections API.