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').