Person Stages

Account Stages

Account Tiers

Accounts

Actions

Cadence Memberships

Cadences

Calls

Emails

Groups

Meetings

Notes

People

Phone Number Assignments

Steps

Tasks

Team

Users

Salesloft

Authenticated user information. This endpoint does not accept any parameters as it is
represents your authenticated user. The "Users" resource provides user information
for other users on the team.


Fetch current user

Fetches the team of the authenticated user.


Fetch current team

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


List accounts

Creates an account.

"domain" must be unique on the current team.


Create an account

Fetch an account

Updates an account.

"domain" must be unique on the current team.


Update an existing Account

Deletes an account. This operation is not reversible without contacting support.
This operation can be called multiple times successfully.

Deleting an account will remove all connected people from that account.


Delete an account

Fetches multiple account stage records. The records can be filtered, paged, and sorted according to
the respective parameters.


List account stages

Fetch an account stage

Fetches multiple account tier records. The records can be filtered, paged, and sorted according to
the respective parameters.


List Account Tiers

Fetch an account tier

Upserts an account record. The upsert_key dictates how the upsert will be performed. The create and update behavior
is exactly the same as the individual create and update endpoints.


Upsert an account

Fetches multiple action records. The records can be filtered, paged, and sorted according to
the respective parameters. Only actions that are currently "in_progess" will be returned by
this endpoint.

If the requester is not an admin, this endpoint will only return actions belonging to the requester.
If the request is an admin, this endpoint will return actions for the entire team. Additionaly, an admin
may use the user_guid parameter to request actions that belong to specific users on the team.


List actions

Fetches an action, by ID only.
This endpoint will only return actions that are in_progress or pending_activity.
Once an action is complete, the request for that action will return a 404 status code.


Fetch an action

Fetches multiple call instruction records. The records can be filtered, paged, and sorted according to
the respective parameters.


List call instructions

Fetch a call instructions

Creates an activity. An activity will mark the associated action as completed. Currently,
only certain action types can have an activity explicitly created for them.


Create an activity

Fetches all of the customer's past activities for your application. Returns all the Activities that are found on the Salesloft Activity Feed. <a href="/activity-history.html" target="_blank" rel="noopener noreferrer">Visit here for more details</a>.

List Past Activities

Creates a bulk job. The type of the bulk job must be included when created.

For additional information on creating bulk jobs, the types of supported bulk jobs, and examples of the bulk job flow, visit the <a href="/bulk.html" target="_blank" rel="noopener noreferrer">bulk job details page</a>.


Create a bulk job

Fetches multiple bulk job records. The records can be filtered, paged, and sorted according to the respective parameters.

List bulk jobs

Fetch a bulk job

Updates a bulk job's name and / or marks a bulk job as 'ready_to_execute'.  May only be updated if the bulk job is still in an "open" state.

For additional information on creating bulk jobs, the types of supported bulk jobs, and examples of the bulk job flow, visit the <a href="/bulk.html" target="_blank" rel="noopener noreferrer">bulk job details page</a>.


Update a bulk job

Upload job data for the specified bulk job. Upload an array of objects, where element contains the parameters necessary to execute the individual calls. Each call to this endpoint can handle up to 5,000 records at a time. There is no limit to how many times you can create job data for a given bulk job.

For additional information on creating bulk jobs, the types of supported bulk jobs, and examples of the bulk job flow, visit the <a href="/bulk.html" target="_blank" rel="noopener noreferrer">bulk job details page</a>.


Create job data for a bulk job

Fetches multiple job data records for a given bulk job. Pagination is not supported, but cursor based polling is via use of the `id[gt]` filter. Pass the last id seen (i.e. `id[gt]=1234`) in order to get the next batch of records.

List job data for a bulk job

Fetches multiple job data records for a completed bulk job. Note that until a bulk job's state is set to `done` the returned `data` will be an empty array. Pagination is not supported, but cursor based polling is via use of the `id[gt]` filter. Pass the last id seen (i.e. `id[gt]=1234`) in order to get the next batch of records.

List job data for a completed bulk job.

Export a cadence

New cadences can be created or steps can be imported onto existing cadences which do not have steps.
<a href="/cadence-imports.html" target="_blank" rel="noopener noreferrer">Visit here for more details</a>.


Import cadences from JSON

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


List cadences

Fetch a cadence

Fetches multiple cadence membership records. The records can be filtered, paged, and sorted according to
the respective parameters. A cadence membership is the association between a person and their current and
historical time on a cadence. Cadence membership records are mutable and change over time. If a person is
added to a cadence and re-added to the same cadence in the future, there is a single membership record.


List cadence memberships

Adds a person to a cadence. person_id and cadence_id are required, and must be visible to the authenticated user. user_id will
default to the authenticated user, but can be set to any visible user on the authenticated team.

A person cannot be added to a cadence on behalf of a teammate unless the cadence is a team cadence, the cadence is owned by
the teammate, or the teammate has the Personal Cadence Admin permission.


Create a cadence membership

Fetches a cadence membership, by ID only.


Fetch a cadence membership

Delete a cadence membership

Returns all calendar events, paginated and filtered by the date.

List calendar events

  Upserts a calendar event object.
  Upsert key is a combination of `id` and `i_cal_uid` scoped to the given `calendar_id`.
  Bulk operations:
  This endpoint is used for bulk operations, see https://developers.salesloft.com/bulk.html for integration instructions.
  Use `calendar/events/upsert` as an event type, and this spec as a data spec.
  This endpoint should be used directly for the time sensitive calendar event updates.


Upsert a calendar event

Fetches multiple call data records. The records can be filtered, paged, and sorted according to
the respective parameters.

Call data records are records of all inbound and outbound calls through Salesloft. A call data record may
be associated with a call, but does not have to be.


List call data records

Fetch a call data record

Fetches multiple call disposition records. The records can be sorted according to
the respective parameters. Call dispositions must be configured in application. This will
change in the future, but please contact us if you have a pressing use case.


List call dispositions

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


List calls

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 a call

Fetch a call

Fetches multiple call sentiment records. The records can be sorted according to
the respective parameters. Call sentiments must be configured in application. This will
change in the future, but please contact us if you have a pressing use case.


List call sentiments

Each entry is 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 caller ids

Enqueue a Conversations Call for processing

Create Conversations Call

Fetches multiple crm activity field records. The records can be filtered, paged, and sorted according to
the respective parameters.


List crm activity fields

Fetches multiple crm activity records. The records can be filtered, paged, and sorted according to
the respective parameters.


List crm activities

Fetch a crm activity

List crm users

Fetches multiple custom field records. The records can be filtered, paged, and sorted according to
the respective parameters.


List custom fields

Create a custom field

Fetch a custom field

Update a custom field

Delete a custom field

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


List emails

Fetch an email

Fetches multiple email template attachment records. The records can be filtered and paged according to
the respective parameters.


List email template attachments

Fetches multiple email template records. The records can be filtered, paged, and sorted according to
the respective parameters.


List email templates

Fetch an email template

Create an External Email

Fetches multiple group records. The records can be filtered, and sorted according to
the respective parameters.


List groups

Fetch a group

List imports

Create an import

Fetches an import, by ID only.

Admin users can access imports for the entire team, but non-admin users can only access their own imports.


Fetch an import

Updates an import, by ID only.

Admin users can access imports for the entire team, but non-admin users can only access their own imports.


Update an import

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

Admin users can access imports for the entire team, but non-admin users can only access their own imports.


Delete an import

Creates a live feed item that can be sent to users. May only be used by whitelisted Frontend Integrations. Reference the Salesloft App Directory and Frontend Integrations sections for additional details.

Create a live feed item

Creates a Live Website Tracking parameter to identify a person


Create an Live Website Tracking Parameter

Fetches multiple meeting records. The records can be filtered, paged, and sorted according to the respective parameters.
Meetings resource is responsible for events created via the Salesloft platform using calendaring features.
These events can relate to cadences, people, and accounts.


List meetings

Update a meeting

Update a meeting setting

Fetches multiple meeting setting records. The records can be filtered, paged, and sorted according to the respective parameters.


List meeting settings

Fetch the MIME content for email

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


List notes

Create a note

Fetch a note

Updates a note. Any changes to the note or associated records will not reflect in your CRM.


Update a note

Deletes a note owned by authorized account.
This operation is not reversible without contacting support.
This operation can be called multiple times successfully.


Delete a note

Creates an ongoing action. An ongoing action is an action that is not yet completed,
but progress has been made towards the completion. The user should not need to do
anything for an ongoing action to be completed. An ongoing action can be later completed
by creating an activity.

Ongoing actions are marked as status=pending_activity.


Create an ongoing action

Fetches a list of emails ready to be sent by an external email service.


Fetches a list of emails ready to be sent by an external email service. Only emails sent with an External Email Client will appear here.

Updates the status of an email sent by an External Email Client. Does not affect lofted emails.


Updates the status of an email sent by an External Email Client

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


List people

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


Create a person

Fetch a person

Update a person

Deletes a person. This operation is not reversible without contacting support.
This operation can be called multiple times successfully.


Delete a person

Fetches multiple person stage records. The records can be filtered, paged, and sorted according to
the respective parameters.


List person stages

Create a person stage

Fetch a person stage

Update a person stage

Deletes a person stage. This operation is not reversible without contacting support.
This operation can be called multiple times successfully.


Delete an person stage

Upserts a person record. The upsert_key dictates how the upsert will be performed. The create and update behavior
is exactly the same as the individual create and update endpoints.


Upsert a person

Fetches multiple phone number assignment records. The records can be filtered, paged, and sorted according to
the respective parameters.


List phone number assignments

Fetches a phone number assignment, by ID only.


Fetch a phone number assignment

Fetches the recording status for a given phone number, based on Do Not Record and Recording Governance for your team.
Phone number should be in E.164 format.


Fetch recording setting

Fetches multiple custom role records. The records can be filtered, and sorted according to
the respective parameters. A custom role is any role that is not Admin or User.


List custom roles

Fetch a custom role

Fetches multiple saved list view records. The records can be filtered, paged, and sorted according to
the respective parameters.


List saved list views

Create a saved list view

Fetch a saved list view

Salesforce

HubSpot

Microsoft Dynamics 365

Zoho CRM

Pipedrive

Freshsales

Keap

SugarCRM

Outreach

Xero

ActiveCampaign

Capsule CRM

Agile CRM

SalesForce Pardot

SharpSpring

Teamleader

Insightly

# Realtime Full two-way Sync of Companies

This scenario enables your application to fully sync Companies between your app and any external application in both directions. It handles the initial import/export of Companies and then sends events when a Company is created, updated, or deleted on any side, as close to real-time as possible.

Company fields will be mapped from your application's schema to the application-specific schema.

## How It Works

1. **Initial Sync**:
   - Perform the initial import by calling the Integration.app REST API or SDK in a loop from your code to retrieve data page by page. Integration.app transforms the output into a consistent format compatible with your API, allowing you to save and match data efficiently.
   - Make another set of requests to create Companies in external app, if needed.

2. **Continuous Sync from External App**:
   - Enable subscription via a single API or SDK call to continuously receive created, updated, or deleted events from external applications.
   - Integration.app manages all integration-specific logic, including subscribing to/unsubscribing from webhooks, custom polling of events, or performing periodic full syncs.
   - You will only receive the necessary events as real-time as supported by the external application's API.


2. **Continuous Sync from Your App**:
   - You will get a single webhook URI that you will use to send events about created, updated, or deleted Companies to Integration.app.
   - Once send, Integration.app will map the webhook payload to the format supported by external application and send the correct request


Two-way realtime sync of Companies

Bi-directional realtime sync of Companies with records deduplication

Field Name	API Key	Type
Id	id	integer
Name	name	string
Created At	created_at	string
Updated At	updated_at	string
Order	order	integer

Salesloft API Integration Profile

How to work with Person Stages in Salesloft API

Operations on Person Stages Collection

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