Salesloft
Sales engagement platform for managing cadences, people, accounts, tasks, calls, emails, and opportunities
OAuth34 tools
Three ways to use Salesloft
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Salesloft.
Add Person to Cadence
Enroll a person into a cadence
Tool
Create Account
Create a new account (company) in Salesloft
Tool
Create Call
Log a call activity in Salesloft
Tool
Create Note
Create a note on a person or account
Tool
Create Person
Create a new person (contact) in Salesloft
Tool
Create Task
Create a new standalone task in Salesloft
Tool
Get started automating Salesloft
01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.