Salesloft connector

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   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. Set up the connector

   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 Settings → Your Applications → OAuth 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:

        Scope	Enables
        read	Read access to contacts, cadences, and activities
        write	Create and update records

      • Click Save. On the application detail page, copy your Client ID and Client Secret.

      

      Save your client secret

      The client secret is shown only once. Copy it before leaving the page.

   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)

      Node.js

      const { link } = await scalekit.actions.getAuthorizationLink({
        connectionName: 'salesloft',
        identifier: 'user_123',
      });
      // Redirect your user to `link` to authorize access
      console.log('Authorize at:', link);

      Python

      response = scalekit_client.actions.get_authorization_link(
          connection_name="salesloft",
          identifier="user_123"
      )
      # Redirect your user to response.link to authorize access
      print("Authorize at:", response.link)

      Token refresh

      Salesloft access tokens expire periodically. Scalekit automatically refreshes them — no re-authorization needed for active sessions.

4. Authorize and make your first call

   Node.js

   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)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "salesloft"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Salesloft:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="salesloft_accounts_list",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

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

Tool list

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.

Name Type Required Description

domain string required Domain of the account (e.g. acmecorp.com). Used as the unique identifier for the account.

name string required Name of the account/company

account_tier_id integer optional ID of the Account Tier for this account

city string optional City where the account is located

company_stage_id integer optional ID of the CompanyStage assigned to this account

company_type string optional Type of company (e.g. prospect, customer, partner)

conversational_name string optional Conversational name of the company (e.g. Acme instead of Acme Corporation)

country string optional Country where the account is located

crm_id string optional CRM record ID for this account. Requires Salesforce.

crm_id_type string optional The CRM that the provided crm_id is for. Must be: salesforce

custom_fields object optional Custom fields defined by the team. Only fields with values appear in the API.

description string optional Description of the account

do_not_contact boolean optional If true, the account will be marked as do not contact

founded string optional Date or year of founding

industry string optional Industry of the account

linkedin_url string optional LinkedIn page URL for the account

locale string optional Time locale for the account

owner_id integer optional ID of the user who owns this account

phone string optional Phone number for the account

postal_code string optional Postal/ZIP code of the account

revenue_range string optional Revenue range of the account

size string optional Number of employees at the account

state string optional State or region where the account is located

street string optional Street address of the account

tags array optional All tags applied to this account

twitter_handle string optional Twitter handle for the account (without @)

website string optional Website 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.

Name Type Required Description

account_id integer required The 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.

Name Type Required Description

account_id integer required The 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.

Name Type Required Description

account_stage_id integer optional Filter accounts by account stage ID

account_tier_id integer optional Filter accounts by account tier ID

account_type string optional Filter accounts by type (e.g. prospect, customer, partner)

archived boolean optional Filter to return archived accounts only

city string optional Filter accounts by city

country string optional Filter accounts by country

created_at_gt string optional Filter accounts created after this ISO8601 timestamp (exclusive)

created_at_gte string optional Filter accounts created at or after this ISO8601 timestamp (inclusive)

created_at_lt string optional Filter accounts created before this ISO8601 timestamp (exclusive)

created_at_lte string optional Filter accounts created at or before this ISO8601 timestamp (inclusive)

crm_id string optional Filter accounts by CRM record ID

domain string optional Filter accounts by domain. Domains are unique and lowercase.

has_open_opportunity boolean optional Filter to accounts that have an open opportunity

ids string optional Filter by specific account IDs. Comma-separated list of IDs.

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

industry string optional Filter accounts by industry

last_contacted_gt string optional Filter accounts last contacted after this ISO8601 timestamp (exclusive)

last_contacted_gte string optional Filter accounts last contacted at or after this ISO8601 timestamp (inclusive)

last_contacted_lt string optional Filter accounts last contacted before this ISO8601 timestamp (exclusive)

last_contacted_lte string optional Filter accounts last contacted at or before this ISO8601 timestamp (inclusive)

limit_paging_counts boolean optional Limit the paging counts returned in the response metadata

locales string optional Filter accounts by locale. Comma-separated list of locales.

name string optional Filter accounts by name

owner_crm_id string optional Filter accounts by the CRM ID of the owner

owner_id integer optional Filter accounts by owner user ID

owner_is_active boolean optional Filter accounts whose owner is active (true) or inactive (false)

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

prospector_engagement_level string optional Filter accounts by prospector engagement level

sort_by string optional Field 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_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

state string optional Filter accounts by state or region

tag string optional Filter accounts by tag name

tag_id integer optional Filter accounts by tag ID

updated_at_gt string optional Filter accounts updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter accounts updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter accounts updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter accounts updated at or before this ISO8601 timestamp (inclusive)

website string optional Filter accounts by website URL

your_related_accounts_active boolean optional Filter 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.

Name Type Required Description

account_id integer required The unique identifier of the account to update

account_tier_id integer optional Updated Account Tier ID for this account

archived boolean optional Whether this account should be archived. Setting to true sets archived_at to now; setting to false clears it.

city string optional Updated city of the account

company_stage_id integer optional Updated CompanyStage ID for this account

company_type string optional Updated type of company

conversational_name string optional Updated conversational name of the company

country string optional Updated country of the account

crm_id string optional Updated CRM record ID for this account

crm_id_type string optional The CRM that the provided crm_id is for. Must be: salesforce

custom_fields object optional Updated custom fields for the account

description string optional Updated description of the account

do_not_contact boolean optional Updated do not contact status of the account

domain string optional Updated domain of the account

founded string optional Updated date or year of founding

industry string optional Updated industry of the account

linkedin_url string optional Updated LinkedIn page URL for the account

locale string optional Updated time locale for the account

name string optional Updated name of the account/company

owner_id integer optional Updated owner user ID for the account

phone string optional Updated phone number for the account

postal_code string optional Updated postal/ZIP code of the account

revenue_range string optional Updated revenue range of the account

size string optional Updated number of employees at the account

state string optional Updated state or region of the account

street string optional Updated street address of the account

tags array optional Updated tags applied to this account

twitter_handle string optional Updated Twitter handle for the account

website string optional Updated 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.

Name Type Required Description

action_id integer required The 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.

Name Type Required Description

cadence_id integer optional Filter actions by cadence ID

due_on_gt string optional Filter actions with due date after this ISO8601 timestamp (exclusive)

due_on_gte string optional Filter actions with due date at or after this ISO8601 timestamp (inclusive)

due_on_lt string optional Filter actions with due date before this ISO8601 timestamp (exclusive)

due_on_lte string optional Filter actions with due date at or before this ISO8601 timestamp (inclusive)

ids string optional Filter by specific action IDs. Comma-separated list of IDs.

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

limit_paging_counts boolean optional Limit the paging counts returned in the response metadata

multitouch_group_id integer optional Filter actions by multitouch group ID

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

person_id integer optional Filter actions by associated person ID

sort_by string optional Field to sort results by. Accepted values: created_at, updated_at. Defaults to updated_at.

sort_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

step_id integer optional Filter actions by cadence step ID

type string optional Filter actions by type (e.g. email, phone, other)

updated_at_gt string optional Filter actions updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter actions updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter actions updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter actions updated at or before this ISO8601 timestamp (inclusive)

user_guid string optional Filter 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.

Name Type Required Description

cadence_id integer required The ID of the cadence to add the person to

person_id integer required The ID of the person to add to the cadence

step_id integer optional ID of the step on which the person should start the cadence. Defaults to the first step.

task_id integer optional ID of the task that causes this action. The task will be completed automatically on success.

user_id integer optional ID 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.

Name Type Required Description

membership_id integer required The 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.

Name Type Required Description

membership_id integer required The 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.

Name Type Required Description

cadence_id integer optional Filter memberships by cadence ID

currently_on_cadence boolean optional Filter to memberships where the person is currently active on the cadence

ids string optional Filter by specific membership IDs. Comma-separated list of IDs.

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

limit_paging_counts boolean optional Limit the paging counts returned in the response metadata

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

person_id integer optional Filter memberships by person ID

sort_by string optional Field to sort results by. Accepted values: added_at, updated_at. Defaults to updated_at.

sort_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

updated_at_gt string optional Filter memberships updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter memberships updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter memberships updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter 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.

Name Type Required Description

cadence_id integer required The 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.

Name Type Required Description

archived boolean optional Filter to return archived cadences

group_ids string optional Filter cadences by group IDs. Comma-separated list or JSON array string.

ids string optional Filter by specific cadence IDs. Comma-separated list of IDs.

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

limit_paging_counts boolean optional Limit the paging counts returned in the response metadata

name string optional Filter cadences by name

override_contact_restrictions boolean optional Override contact restrictions when filtering cadences

owned_by_guid string optional Filter cadences by owner GUID

page integer optional Page number for pagination, starting from 1

pending_actions_assigned_to string optional Filter cadences by the user GUID that pending actions are assigned to

people_addable boolean optional Filter to cadences that people can be added to

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

shared boolean optional Filter to cadences that are shared

sort_by string optional Field to sort results by. Accepted values: created_at, updated_at, name. Defaults to updated_at.

sort_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

tag_ids string optional Filter cadences by tag IDs. Comma-separated list of tag IDs.

team_cadence boolean optional Filter by team cadences (true) or personal cadences (false)

updated_at_gt string optional Filter cadences updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter cadences updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter cadences updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter 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.

Name Type Required Description

call_id integer required The 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.

Name Type Required Description

connected boolean optional Filter to calls where a connection was made

created_at_gt string optional Filter calls created after this ISO8601 timestamp (exclusive)

created_at_gte string optional Filter calls created at or after this ISO8601 timestamp (inclusive)

created_at_lt string optional Filter calls created before this ISO8601 timestamp (exclusive)

created_at_lte string optional Filter calls created at or before this ISO8601 timestamp (inclusive)

disposition string optional Filter calls by disposition (e.g. answered, voicemail, no_answer)

ids string optional Filter by specific call IDs. Comma-separated list of IDs.

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

limit_paging_counts boolean optional Limit the paging counts returned in the response metadata

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

person_id integer optional Filter calls by associated person ID

positive boolean optional Filter to calls marked as positive

sentiment string optional Filter calls by sentiment (e.g. positive, neutral, negative)

sort_by string optional Field to sort results by. Accepted values: created_at, updated_at. Defaults to updated_at.

sort_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

updated_at_gt string optional Filter calls updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter calls updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter calls updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter calls updated at or before this ISO8601 timestamp (inclusive)

user_guid string optional Filter 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.

Name Type Required Description

email_template_id integer required The unique identifier of the email template to fetch

include_signature boolean optional Whether 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.

Name Type Required Description

cadence_id integer optional Filter email templates by cadence ID

filter_by_owner boolean optional Filter to return only templates owned by the authenticated user

group_id integer optional Filter email templates by group ID

ids string optional Filter by specific email template IDs. Comma-separated list of IDs.

include_archived_templates boolean optional Whether to include archived templates in the results

include_cadence_templates boolean optional Whether to include cadence-specific templates in the results

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

limit_paging_counts boolean optional Limit the paging counts returned in the response metadata

linked_to_team_template boolean optional Filter to return only templates linked to a team template

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

search string optional Filter email templates by title or subject

sort_by string optional Field to sort results by. Accepted values: created_at, updated_at, last_used_at. Defaults to updated_at.

sort_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

tag string optional Filter email templates by tag name

tag_ids string optional Filter email templates by tag IDs. Comma-separated list of tag IDs.

updated_at_gt string optional Filter templates updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter templates updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter templates updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter 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.

Name Type Required Description

email_id integer required The unique identifier of the email to fetch

scoped_fields string optional Comma-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.

Name Type Required Description

account_id integer optional Filter emails by associated account ID

action_id integer optional Filter emails by action ID

bounced boolean optional Filter to only bounced emails

cadence_id integer optional Filter emails by cadence ID

crm_activity_id string optional Filter emails by CRM activity ID

draft_with_ai boolean optional Filter to emails drafted with AI assistance

email_addresses string optional Filter emails by recipient email address(es). Comma-separated list.

email_template_id integer optional Filter emails by the email template used

has_clicks boolean optional Filter to emails that have link clicks

has_replies boolean optional Filter to emails that have replies

has_views boolean optional Filter to emails that have been viewed/opened

ids string optional Filter by specific email IDs. Comma-separated list of IDs.

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

limit_paging_counts boolean optional Limit the paging counts returned in the response metadata

one_off boolean optional Filter to one-off emails (not part of a cadence)

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

person_id integer optional Filter emails by associated person ID

personalization string optional Filter emails by personalization value

scoped_fields string optional Comma-separated list of fields to scope the response to

sent_at_gt string optional Filter emails sent after this ISO8601 timestamp (exclusive)

sent_at_gte string optional Filter emails sent at or after this ISO8601 timestamp (inclusive)

sent_at_lt string optional Filter emails sent before this ISO8601 timestamp (exclusive)

sent_at_lte string optional Filter emails sent at or before this ISO8601 timestamp (inclusive)

sort_by string optional Field to sort results by. Accepted values: updated_at, recipient, send_time, account, subject, views, clicks, replies. Defaults to updated_at.

sort_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

status string optional Filter emails by status

step_id integer optional Filter emails by cadence step ID

updated_at_gt string optional Filter emails updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter emails updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter emails updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter emails updated at or before this ISO8601 timestamp (inclusive)

user_id integer optional Filter 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.

Name Type Required Description

associated_with_id integer required ID of the person or account to associate the note with

associated_with_type string required Type of object the note is associated with. Accepted values: person, account

content string required The text content of the note

call_id integer optional ID of the call to associate this note with. The call cannot already have a note.

crm_activity_metadata object optional JSONB metadata for CRM activity tracking

skip_crm_sync boolean optional If true, the note will not be synced to the CRM

subject string optional The subject of the note's CRM activity. Defaults to 'Note'.

user_guid string optional GUID 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.

Name Type Required Description

note_id integer required The 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.

Name Type Required Description

note_id integer required The 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.

Name Type Required Description

associated_with_id integer optional Filter notes by the ID of the associated person or account. associated_with_type must also be present.

associated_with_type string optional Type of the associated object. Accepted values: person, account

ids string optional Filter by specific note IDs. Comma-separated list of IDs.

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

limit_paging_counts boolean optional Limit the paging counts returned in the response metadata

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

sort_by string optional Field to sort results by. Accepted values: created_at, updated_at. Defaults to updated_at.

sort_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

updated_at_gt string optional Filter notes updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter notes updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter notes updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter 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.

Name Type Required Description

content string required The text content of the note

note_id integer required The unique identifier of the note to update

call_id integer optional ID 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_metadata object optional JSONB 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.

Name Type Required Description

account_id integer optional ID of the Account to link this person to

autotag_date boolean optional Whether to add today's date as a tag to this person in Y-m-d format. Default is false.

city string optional City where the person is located

contact_restrictions array optional Communication methods to prevent for this person. Accepted values: call, email, message

country string optional Country where the person is located

crm_id string optional ID 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_type string optional The CRM that the provided crm_id is for. Must be one of: salesforce

custom_fields object optional Custom fields defined by the team for this person

do_not_contact boolean optional If true, prevents this person from being called, emailed, or added to a cadence

email_address string optional Email address of the person. Required if phone and last_name are not provided.

eu_resident boolean optional Whether this person is a European Resident for GDPR compliance

external_source string optional The name of the external source from where this person was imported

first_name string optional First name of the person

home_phone string optional Home phone number without formatting

import_id integer optional ID of the Import this person is a part of

job_seniority string optional Job seniority of the person. Accepted values: director, executive, individual_contributor, manager, vice_president, unknown

last_name string optional Last name of the person. Required together with phone if email_address is not provided.

linkedin_url string optional LinkedIn profile URL of the person

locale string optional Time locale of the person

mobile_phone string optional Mobile phone number without formatting

owner_id integer optional ID of the User that owns this person

person_company_industry string optional Company industry specific to this person, unrelated to the linked company object

person_company_name string optional Company name specific to this person, unrelated to the linked company object

person_company_website string optional Company website specific to this person, unrelated to the linked company object

person_stage_id integer optional ID of the PersonStage of this person

personal_email_address string optional Personal email address of the person

personal_website string optional Personal website URL of the person

phone string optional Phone number without formatting

phone_extension string optional Phone extension without formatting

secondary_email_address string optional Alternate email address of the person

skip_permission_checks boolean optional Flag to indicate this is an intake form request that should bypass permission checks

state string optional State or region where the person is located

tags array optional All tags applied to this person

title string optional Job title of the person

twitter_handle string optional Twitter handle of the person

work_city string optional Work location city of the person

work_country string optional Work location country of the person

work_state string optional Work 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.

Name Type Required Description

person_id integer required The 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.

Name Type Required Description

person_id integer required The 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.

Name Type Required Description

account_id string optional Filter people by account ID. Comma-separated list for multiple values.

active_cadences boolean optional Filter people by whether they have an active cadence

bounced boolean optional Filter people by whether an email sent to them bounced

cadence_id string optional Filter people by the cadence they are currently on. Comma-separated list. Use _is_null to filter people not on a cadence.

can_call boolean optional Filter people who can be called given do_not_contact and contact_restrictions

can_email boolean optional Filter people who can be emailed given do_not_contact and contact_restrictions

can_text boolean optional Filter people who can be sent a text message given do_not_contact and contact_restrictions

city string optional Filter people by city. Supports partial matching. Comma-separated list for multiple values.

company string optional Filter people by company name. Comma-separated list for multiple values.

country string optional Filter people by country. Supports partial matching. Comma-separated list for multiple values.

created_at_gt string optional Filter people created after this ISO8601 timestamp (exclusive)

created_at_gte string optional Filter people created at or after this ISO8601 timestamp (inclusive)

created_at_lt string optional Filter people created before this ISO8601 timestamp (exclusive)

created_at_lte string optional Filter people created at or before this ISO8601 timestamp (inclusive)

crm_id string optional Filter people by CRM ID. Comma-separated list for multiple values.

custom_fields object optional Filter people by custom field values. Custom field names are case-sensitive; values are case-insensitive.

do_not_contact boolean optional Filter people by their do_not_contact status

email_addresses string optional Filter people by email address(es). Comma-separated list. Use _is_null to filter people with no email.

eu_resident boolean optional Filter people by whether they are marked as a European Union Resident

first_name string optional Filter people by first name. Comma-separated list for multiple values.

ids string optional Filter by specific person IDs. Comma-separated list of IDs.

import_id string optional Filter people by import ID. Comma-separated list. Use _is_null to filter people not imported.

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

job_seniority string optional Filter people by job seniority. Comma-separated list. Use _is_null to filter people without a seniority.

last_contacted_gt string optional Filter people last contacted after this ISO8601 timestamp (exclusive)

last_contacted_gte string optional Filter people last contacted at or after this ISO8601 timestamp (inclusive)

last_contacted_lt string optional Filter people last contacted before this ISO8601 timestamp (exclusive)

last_contacted_lte string optional Filter people last contacted at or before this ISO8601 timestamp (inclusive)

last_contacted_type string optional Filter people by last contacted type. Comma-separated list for multiple values.

last_name string optional Filter people by last name. Comma-separated list for multiple values.

limit_paging_counts boolean optional Specifies whether the max limit of 10k records should be applied to pagination counts

locales string optional Filter people by locale. Comma-separated list. Use Null to filter people without a locale.

new boolean optional Filter people who have never been on a cadence or contacted in any way

owned_by_guid string optional Filter people by the owner's GUID. Comma-separated list for multiple values.

owner_crm_id string optional Filter people by owner CRM ID. Comma-separated list. Use _is_null to filter unowned people.

owner_id string optional Filter people by owner user ID. Comma-separated list for multiple values.

owner_is_active boolean optional Filter people by whether the owner is active

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

person_stage_id string optional Filter people by person stage ID. Comma-separated list. Use _is_null to filter people with no stage.

phone_number boolean optional Filter people by whether they have a phone number

replied boolean optional Filter people by whether they have replied to an email

sort_by string optional Field 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_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

starred_by_guid string optional Filter people who have been starred by the given user GUIDs. Comma-separated list.

state string optional Filter people by state. Supports partial matching. Comma-separated list for multiple values.

success boolean optional Filter people by whether they have been marked as a success

tag_id string optional Filter people by tag ID. Comma-separated list. Use _is_null or _is_not_null to filter by tag presence.

title string optional Filter people by job title. Supports partial matching. Comma-separated list for multiple values.

updated_at_gt string optional Filter people updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter people updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter people updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter 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.

Name Type Required Description

person_id integer required The unique identifier of the person to update

account_id integer optional Updated account ID for this person

city string optional Updated city of the person

contact_restrictions array optional Communication methods to prevent for this person. Accepted values: call, email, message

country string optional Updated country of the person

crm_id string optional ID 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_type string optional The CRM that the provided crm_id is for. Must be one of: salesforce

custom_fields object optional Updated custom fields for the person

do_not_contact boolean optional Update the do not contact status of the person

email_address string optional Updated email address of the person

eu_resident boolean optional Whether this person is a European Resident for GDPR compliance

external_source string optional The name of the external source from where this person was imported

first_name string optional Updated first name of the person

home_phone string optional Updated home phone number of the person

import_id integer optional ID of the import this person was part of

job_seniority string optional Job seniority of the person. Accepted values: director, executive, individual_contributor, manager, vice_president, unknown

last_name string optional Updated last name of the person

linkedin_url string optional Updated LinkedIn profile URL

locale string optional Updated time locale for the person

mobile_phone string optional Updated mobile phone number of the person

owner_id integer optional Updated owner user ID for this person record

person_company_industry string optional Updated company industry associated with this person

person_company_name string optional Updated company name associated with this person

person_company_website string optional Updated company website associated with this person

person_stage_id integer optional Updated person stage ID

personal_email_address string optional Updated personal email address of the person

personal_website string optional Updated personal website URL of the person

phone string optional Updated phone number of the person

phone_extension string optional Updated phone extension of the person

secondary_email_address string optional Updated secondary email address of the person

skip_permission_checks boolean optional Flag to indicate this is an intake form request that should bypass permission checks

state string optional Updated state or region of the person

tags array optional Updated tags applied to this person

title string optional Updated job title of the person

twitter_handle string optional Updated Twitter handle of the person (without @)

work_city string optional Updated work city of the person

work_country string optional Updated work country of the person

work_state string optional Updated 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.

Name Type Required Description

subject string required Subject line of the task

description string optional A description of the task recorded for the person at completion time

due_date string optional Date the task is due, in ISO-8601 date format (YYYY-MM-DD)

idempotency_key string optional Unique identifier to prevent duplicate tasks from being created

person_id string optional ID of the person to be contacted

remind_at string optional Datetime at which to remind the user of the task, in ISO-8601 datetime format

task_type string optional Type of the task. Accepted values: call, email, general

user_guid string optional GUID of the user linked to the task. Defaults to the authenticated user.

user_id integer optional ID 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.

Name Type Required Description

task_id integer required The 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.

Name Type Required Description

task_id integer required The 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.

Name Type Required Description

account_id string optional Filter tasks by the account to which they are associated. Comma-separated list for multiple values.

completed_at_gt string optional Filter tasks completed after this ISO8601 timestamp (exclusive)

completed_at_gte string optional Filter tasks completed at or after this ISO8601 timestamp (inclusive)

completed_at_lt string optional Filter tasks completed before this ISO8601 timestamp (exclusive)

completed_at_lte string optional Filter tasks completed at or before this ISO8601 timestamp (inclusive)

completed_time_interval string optional Filter completed tasks by time interval. Accepted values: today, yesterday, this_week, previous_week, this_month

current_state string optional Filter tasks by current state. Comma-separated list. Accepted values: scheduled, completed

idempotency_key string optional Filter tasks by idempotency key

ids string optional Filter by specific task IDs. Comma-separated list of IDs.

include_counts_acted_on_gt string optional Include counts acted on after this ISO8601 timestamp (exclusive)

include_counts_acted_on_gte string optional Include counts acted on at or after this ISO8601 timestamp (inclusive)

include_counts_acted_on_lt string optional Include counts acted on before this ISO8601 timestamp (exclusive)

include_counts_acted_on_lte string optional Include counts acted on at or before this ISO8601 timestamp (inclusive)

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

limit_paging_counts boolean optional Specifies whether the max limit of 10k records should be applied to pagination counts

locale string optional Filter tasks by locale of the associated person. Comma-separated list for multiple values.

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

person_id string optional Filter tasks by the person to which they are associated. Comma-separated list for multiple values.

sort_by string optional Field 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_direction string optional Direction of sort: ASC or DESC. Defaults to ASC.

source string optional Filter tasks by source. Comma-separated list for multiple values.

task_type string optional Filter tasks by type. Comma-separated list. Accepted values: call, email, general

time_interval_filter string optional Filter tasks by time interval. Accepted values: overdue, today, tomorrow, this_week, next_week

updated_at_gt string optional Filter tasks updated after this ISO8601 timestamp (exclusive)

updated_at_gte string optional Filter tasks updated at or after this ISO8601 timestamp (inclusive)

updated_at_lt string optional Filter tasks updated before this ISO8601 timestamp (exclusive)

updated_at_lte string optional Filter tasks updated at or before this ISO8601 timestamp (inclusive)

user_id string optional Filter 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.

Name Type Required Description

task_id integer required The unique identifier of the task to update

current_state string optional Current state of the task. Valid option: completed

description string optional A description of the task recorded for the person at completion time

due_at string optional Datetime the task is due, in ISO-8601 datetime format

due_date string optional Date the task is due, in ISO-8601 date format (YYYY-MM-DD)

is_logged boolean optional A flag to indicate that the task should only be logged

person_id string optional ID of the person to be contacted

remind_at string optional Datetime at which to remind the user of the task, in ISO-8601 datetime format

subject string optional Subject line of the task

task_type string optional Task type. Accepted values: call, email, general

user_guid string optional GUID of the user linked to the task. Defaults to the authenticated user.

user_id integer optional ID 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.

Name Type Required Description

active boolean optional Filter users by active status. Defaults to not applied.

calendar_connection_status boolean optional Filter users by calendar connection status. True returns only users with a connected calendar; false returns only users without.

emails string optional Filter users by exact email address match. Comma-separated list for multiple values.

group_id string optional Filter users by group ID. Comma-separated list. Use _is_null to filter users not in any group.

guid string optional Filter users by GUID. Comma-separated list for multiple values.

has_crm_user boolean optional Filter users by whether they have a CRM user mapped

ids string optional Filter by specific user IDs. Comma-separated list of IDs.

include_calendar_connection_status boolean optional Whether to include calendar connection status in the response. When true, adds a calendar_connection_status object to each user.

include_paging_counts boolean optional Whether to include total count and page count in the response metadata

last_login string optional Filter users based on last login time

managed_ar boolean optional Filter users based on whether they manage Automation Rules

manager_user_guid string optional Filter users by their manager's user GUID. Comma-separated list for multiple values.

page integer optional Page number for pagination, starting from 1

per_page integer optional Number of results per page in the range [1, 100]. Defaults to 25.

permissions string optional Filter users by specific permissions. Comma-separated list for multiple values.

role_id string optional Filter users by role ID. Comma-separated list for multiple values.

search string optional Space-separated keywords to search First Name, Last Name, or Email (case-insensitive substring match)

seat_package string optional Filter users by assigned license. Comma-separated list for multiple values.

sort_by string optional Field to sort results by. Accepted values: id, seat_package, email, name, group, last_login, role. Defaults to id.

sort_direction string optional Direction of sort: ASC or DESC. Defaults to DESC.

visible_only boolean optional When true, only shows users actionable based on team privacy settings. When false, shows all users including deactivated. Defaults to true.

work_country string optional Filter users by assigned work country. Comma-separated list for multiple values.