Connectors / Service / SalesLoft

SalesLoft are the sales engagement platform for modern sales organizations. (updated: 1580220648984)

SalesLoft

SalesLoft is a leading sales engagement platform.

Overview

With SalesLoft you can build stronger relationships, have better insight into customer needs, and generate more revenue.

From finding and qualifying prospects to closing new customers to growing and renewing accounts, SalesLoft allows you to engage authentically, at scale.

Salesloft templates

Please note that we have the following Salesloft templates available:

These will give you pre-configured best practice ways of working with Salesloft and integrating it with other connectors.

However, please continue to at least read the Authentication and Trigger setup instructions on this page to enable you to get started with using Salesloft.

Authentication

When adding a SalesLoft connector step, the first thing you will have to do is authenticate your account:

salesloft-trigger-auth

You will then be asked to enter your email and password:

salesloft-add-auth

And then confirm:

salesloft-confirm-auth

SalesLoft Trigger

If you wish your workflow to be kicked off by a particular action in SalesLoft, you can use the SalesLoft Trigger.

The SalesLoft trigger allows you to receive notifications and trigger workflows when given events occur associated with the selected trigger operation.

Trigger operations available:

  • Webhook

Webhook Setup

When creating a new workflow, click the 'Create new workflow' button in the top right hand corner of your main Tray.io dashboard. When the trigger popup window opens, search and select the Salesloft trigger. Wait to be redirected to your new workflow and the workflow dashboard itself.

salesloft-trigger-select

With the new Salesloft trigger step highlighted, in the properties panel on the right, click on 'New Authentication' which is located under the 'Settings' heading.

salesloft-trigger-auth

This will result in two Tray.io authentication pop-up windows. The latter states that no more authentication credentials are needed:

salesloft-trigger-auth-popup

Select 'Webhook' as the operation. You must then specify a 'Callback token' (made up of letters and/ or numbers). A callback token is what is used to authenticate the payload.

Make sure to also specify the 'Event type' you want the webhook to listen out for and respond to:

In this example, the event type selected is 'Cadence created'. Now, when a new cadence is created (in the account the trigger is authenticated to), a webhook will be sent and this workflow will be triggered.

salesloft-trigger-config

Make sure to click 'Enable' in the bottom-right corner of your workflow, in order to activate your workflow in time for any incoming events you want your trigger to pick up on.

Available Operations

The examples below show one or two of the available connector operations in use.

Please see the Full Operations Reference at the end of this page for details on all available operations for this connector.

Using the Raw HTTP Request ('Universal Operation')

As of version 2.0, it is now possible to effectively create your own operations.

This is a very powerful feature which you can put to use when there is an endpoint in SalesLoft which is not used by any of our operations.

To use this you will first of all need to research the endpoint in the SalesLoft API documentation v2 , to find the exact format that SalesLoft will be expecting the endpoint to be passed in.

Note that you will only need to add the suffix to the endpoint, as the base URL will be automatically set.

The base URL for SalesLoft is: https://api.salesloft.com

For example, say that the 'Get user' operation did not exist in our SalesLoft connector, and you wanted to be able to to return details of a user. You would use the SalesLoft API docs to find the 'Fetch a user' endpoint for it does this very thing. In this case Tray.io has renamed the operation within the connector itself, in order to clarify things for our end users. Note that it is a GET request at the following URL:

salesloft-get-url

/v2/users/{id}.json

So if you know the User ID (e.g. 12345), you can fetch the user with the following settings:

Method: GET

Endpoint: /v2/users/12345

Final outcome is a GET request made out to: https://api.salesloft.com/v2/users/12345

salesloft-raw-http

As a result, this will return details of the user with the specified User ID as requested.

Example usage - a lead's Hubspot score triggers creating a person and adding them to a SalesLoft Cadence

hubspot salesforce salesloft workflow

The workflow we will be taking you through here imagines a scenario where you are using Hubspot's Lead Scoring capabilities to track the viability of a lead and want to add them to a Cadence in SalesLoft when their Hubspot score reaches a certain value.

The steps involved are:

  1. You have a Hubspot trigger based on a Hubspot webhook which trigger your workflow when a Hubspot contact is updated

  2. You pull the hubspot score from the webhook and check if it is above a certain value

  3. Salesforce is the source of truth for stored details on all leads and contacts, so you use the Salesforce Lead ID (stored as a custom value in Hubspot) to find the lead in Salesforce and pull extra information stored about the lead, including the owner of the lead account

  4. You create a SalesLoft account for the lead's company, using the company name and website pulled from Salesforce

  5. You create a Salesoft person using the details pulled from Salesforce (including assigning an owner based on pulling a custom 'SalesloftId' value stored in Salesforce)

  6. You add this new person to a specific SalesLoft Cadence

In order to keep this guide to a reasonable length, a few assumptions have been made:

  1. You have set up a Hubspot webhook to act as your workflow trigger

  2. When leads have been created, they have been added to both Salesforce and Hubspot, and Hubspot has a custom salesforce_lead_id to connect the accounts

  3. You have a list of internal SalesLoft user ids, and Salesforce has a custom SalesloftId so that the Salesforce lead owner can be mapped to SalesLoft when a person is created. This has been allocated to all your internal Salesforce users

Step 1 - Extract Hubspot score from the Hubspot Trigger

When a lead is updated in Hubspot, it will send a very detailed payload to your workflow trigger, including the hubspot score in the following format:

webhook-debug

So for the boolean Hubspot Score >= 7 ? step, you can pick up the score using the $.trigger.body.properties.hubspotscore.value jsonpath and set the operation to 'Greater or equal to' 7

score-boolean

Step 2 - Get lead info from Salesforce

The get lead info step then uses the Find Records (Lead) operation and the $.steps.trigger.properties.salesforce_lead_id.value jsonpath to get the Hubspot custom field and find the lead as recorded in Salesforce:

get-lead-with-sfid

It also specifies the exact lead information to be extracted:

lead-info-list

Step 3 - Get lead owner from Salesforce

The Get lead owner step then uses the Find Records (User) operation and the $.steps.salesforce-1.records[0].OwnerId jsonpath to retrieve the owner of the lead and get their SalesloftId:

get-owner

Step 4 - Create SalesLoft Account (company)

The Create SalesLoft Account step then uses the Create account operation and uses $.steps.salesforce-1.records[0]. jsonpaths to pick up Company and Website:

create-sl-account

It also picks up 'industry':

industry

Step 5 - Create SalesLoft Person

The Create SalesLoft person step uses the Create person operation and $.steps.salesforce-1.records[0]. jsonpaths to pick up

create-sl-person

It also picks up their mobile phone:

get-mob

And their job title:

get-title

It also then gets the Id of the Account/Company that was created in Step 4, to add them as a contact to it. And it gets the SalesLoft owner ID (note that Salesforce custom objects have a __c suffix).

Step 6 - Add person to Cadence

The Add person to Cadence step then uses the Create cadence membership to add the new person to a specific cadence. It uses the $.steps.salesloft-3.data.id jsonpath to get the ID of the person create in Step 5 and $.steps.salesforce-2.records[0].SalesloftId__c to set the owner:

add-person-to-cadence

Note that to keep this example simple we have hardcoded a Cadence ID - taken from the url of a SalesLoft cadence:

get-cadence-id-from-url

In a real world scenario you would make use of the List cadences operation in combination with a boolean connector, based on industry, job title etc. to decide what cadence you wish somebody to go in.

When your workflow is triggered it will result in transferring a lead in Salesforce:

sf-lead-screenshot

To an account in SalesLoft:

salesloft-account

And a person:

salesloft-person

Who is added to a cadence:

salesloft-cadence

All Operations

Latest version:

3.0

List tags

Fetches a list of the tags used for a team.

List tags DDL

List tags values DDL

List tasks

Retrieves multiple task records. The records can be filtered, paged, and sorted according to the respective parameters.

List tasks DDL

List unlinked call data records DDL

List users

Returns a list of users associated with your team.

List users DDL

List users filter owners DDL

List users guid DDL

List users role ID DDL

Raw HTTP request (advanced)

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Update account

Updates an account.

Update bulk job

Updates a bulk job.

Update custom field

Update a custom field. (This invalidates the old custom field ID).

Update import

Updates an import.

Update note

Updates a note.

Update person

Updates a person.

Update person stage

Updates a person stage.

Upsert person

Upserts a person record.

Create account

Creates an account.

Create bulk job

Creates a bulk job.

Create bulk job data

Creates job data for the specified bulk job.

Create cadence membership

Adds a person to a cadence. A person cannot be added to a cadence on behalf of a teammate unless the cadence is a team cadence, or the cadence is owned by the teammate.

Create call

Creates a call. The parameters of this endpoint can be used to create an action and ensure that the CRM Task is mapped correctly.

Create custom field

Creates a custom field.

Create import

Creates an import.

Create note

Creates a note.

Create person

Creates a person. Either email address or phone/last_name must be provided as a unique lookup on the team.

Create person stage

Creates a person stage.

Create task

Creates a task.

Delete account

Deletes an account. This operation is not reversible without contacting SalesLoft support.

Delete cadence membership

Deletes a cadence membership.

Delete custom field

Deletes a custom field.

Delete import

Deletes an import, by ID only. The associated people can be deleted as part of the deletion process.

Delete note

Deletes a note.

Delete person

Deletes a person.

Delete person stage

Deletes a person stage.

Get account

Returns information about an account.

Get bulk job

Retrieves a bulk job.

Get cadence

Retrieves a cadence by ID.

Get cadence membership

Returns information about a cadence membership.

Get call

Gets a call by ID.

Get custom field

Returns information about a custom field.

Get email

Gets an email record.

Get import

Fetches an import, by ID only.

Get note

Gets a note.

Get person

Get a person by ID.

Get person stage

Gets a person stage by ID.

Get step

Gets a step by ID.

Get task

Retrieves a task by ID.

Get user

Gets a user by ID.

List CRM activities

Lists multiple CRM activity records.

List CRM activity fields

Lists multiple CRM activity field records.

List account stages

Returns a list of available account stages.

List account stages DDL

List account stages filter DDL

List account tiers

Returns a list of available account tiers.

List account tiers DDL

List accounts

Returns a list of accounts.

List accounts DDL

List accounts or people DDL

List actions

Lists multiple action records. If the requesters is not an admin, this endpoint will only return actions belonging to the requester. If the requester is an admin, this endpoint will return actions for the entire team. Additionally, an admin may use the user GUID parameter to request actions that belong to specific users on the team.

List actions DDL

List bulk job results

Retrieves multiple job data records for a completed bulk job.

List bulk jobs DDL

List cadence memberships

Returns a list of cadence memberships.

List cadence memberships DDL

List cadences

Lists multiple cadence records.

List cadences DDL

List call data records

Lists multiple call data records.

List call data records DDL

List call dispositions

Lists multiple call disposition records.

List call dispositions DDL

List call sentiments

Lists multiple call sentiment records.

List call sentiments DDL

List caller IDs

Returns a possible caller ID match for the number. Multiple entries may be returned if the phone number is present on more than one person in the system. Phone number should be in E.164 format.

List calls

Lists multiple call records.

List calls DDL

List crm activities DDL

List crm activity fields DDL

List custom fields

Returns a list of custom fields.

List custom fields DDL

List custom fields value DDL

List emails

Lists multiple email records.

List emails DDL

List groups

Returns a list of available groups.

List groups DDL

List imports

Lists multiple imports.

List imports DDL

List locales DDL

List notes

Lists multiple note records.

List notes DDL

List people

Lists multiple person records.

List people DDL

List person stages

Lists multiple person stage records.

List person stages DDL

List steps

Lists multiple step records.

List steps DDL