InTouch Hub · Blue Isle Software

Salesloft

Drive sales cadences, people, accounts, and activity logging in Salesloft via its REST API.

Provided free and as is, without warranty of any kind — including merchantability, fitness for a particular purpose, and the accuracy or completeness of any result. See the licence. You are responsible for checking what this produces before relying on it.

crm-saleslogsearchstatus

Salesloft

Drive sales cadences, people, accounts, and activity logging in Salesloft via its REST API.

This tool wraps the Salesloft REST API (https://api.salesloft.com, the /v2/* endpoints). It lists people, cadences, and accounts, creates person records, and logs calls against a person. It uses the Python standard library only (no third-party packages) and returns the raw Salesloft response so downstream steps or the assistant can parse it.

Operations

operation method + endpoint inputs used
whoami GET /v2/me (none)
list_people GET /v2/people query, perPage
create_person POST /v2/people emailAddress, firstName, lastName, phone
list_cadences GET /v2/cadences query, perPage
list_accounts GET /v2/accounts query, perPage
log_call POST /v2/activities/calls personId, duration, notes, disposition, sentiment

create_person requires either emailAddress, or both phone and lastName (Salesloft enforces a unique lookup per team).

apiKey setup

  1. In Salesloft, go to Settings → Integrations → API & Webhooks (or the API Keys section under your account settings).
  2. Create / copy an API key.
  3. Pass it as the apiKey input. The tool sends it as Authorization: Bearer <apiKey> — no OAuth dance is required for a single API key.

(OAuth 2.0 access tokens issued via https://accounts.salesloft.com/oauth/token also work as bearer tokens if you prefer the OAuth flow.)

Outputs

Every operation publishes:

Examples

List the first 25 people matching a search:

operation = list_people
apiKey    = <your-api-key>
query     = acme
perPage   = 25

Create a person:

operation    = create_person
apiKey       = <your-api-key>
emailAddress = [email protected]
firstName    = Jane
lastName     = Doe

List active cadences:

operation = list_cadences
apiKey    = <your-api-key>

Log a connected call against a person:

operation   = log_call
apiKey      = <your-api-key>
personId    = 123456
duration    = 180
disposition = Connected
sentiment   = Interested
notes       = Discussed pricing; follow up next week.

Notes

Publishes

The keys a later task may reference as {{taskName.key}}. Referencing anything not listed here resolves to nothing at run time.

Input Properties

Every property this tool accepts, from its own tool.iml.

Property Type Required Default Description
apiKey string yes — DEPRECATED — bind an API Key credential to the task with credentialName instead. A key pasted here is stored in the workflow definition in clear and appears in every export of it. Still honoured for workflows built before the change.
operation string yes — One of: whoami, list_people, create_person, list_cadences, list_accounts, log_call
query string no — Search string for the list_* operations (maps to Salesloft 'search'). Ignored by whoami/create/log operations.
perPage string no — Max number of results per page for list_* operations (maps to per_page, default 25).
emailAddress string no — Email address for create_person. Either emailAddress, or both phone and lastName, must be provided.
firstName string no — First name for create_person.
lastName string no — Last name for create_person. Required (with phone) when emailAddress is omitted.
phone string no — Phone number for create_person. Required (with lastName) when emailAddress is omitted.
personId string no — Salesloft person id. Required for log_call.
duration string no — Call duration in seconds for log_call (integer).
notes string no — Call notes text for log_call.
disposition string no — Call disposition label for log_call (e.g. 'Connected', 'Left Voicemail').
sentiment string no — Call sentiment label for log_call (e.g. 'Interested', 'Not Interested').