Salesloft

Salesloft + Konnectify

Salesloft Integration with Konnectify

Connect Salesloft to Konnectify to automate sales engagement workflows across people, accounts, cadences, calls, notes, tasks, templates, stages, groups, and activity records.

People Accounts Cadences Calls Notes Tasks Templates Custom Fields 43 Triggers 80 Actions

ON THIS PAGE

→ What is Salesloft? → API & Authentication → How to connect → Triggers (43) → Actions (80) → Popular automations → FAQ

What is Salesloft?

Salesloft is a sales engagement platform for managing cadences, prospects, accounts, outreach activities, calls, emails, tasks, and team sales workflows. With Konnectify, you can connect Salesloft to the rest of your stack to create, update, retrieve, and delete Salesloft records automatically.

This integration is especially useful for sales operations, revenue workflows, CRM syncs, prospect routing, activity tracking, and cadence automation.

New to Salesloft?

Set up your Salesloft team, users, cadences, people, and accounts before automating engagement workflows.

Go to Salesloft

New to Konnectify?

Build workflows across your apps with triggers, actions, and logic without managing infrastructure.

Create a Konnectify account

What you can automate

• Create, update, find, delete, or upsert people and accounts

• Add prospects to cadences and manage cadence memberships

• Log calls, notes, tasks, successes, and activity records

• React to webhook events for people, accounts, cadences, tasks, calls, notes, steps, meetings, users, and emails

• Poll for new templates, definitions, imports, jobs, groups, actions, and activity data

• Manage custom fields, stages, tiers, groups, tags, recording settings, and external ID mappings

API & Authentication

Authentication: OAuth 2.0 authorization code flow

Konnectify connects to Salesloft using OAuth 2.0. Access tokens are sent as Bearer tokens on each request, and refresh tokens are used to automatically renew access before expiry. OAuth credentials (Client ID and Client Secret) are provided during connection setup.

Base URL: https://api.salesloft.com

Connection validation: Konnectify validates credentials by calling GET /v2/me.json.

API capabilities covered by this integration

People and accounts: create, update, delete, fetch, find, and upsert people by email
Cadences and memberships: retrieve cadences and add/remove people from cadence sequences
Activities: create tasks, calls, notes, successes, and retrieve emails, activity histories, call records, and CRM activities
Templates and definitions: manage email templates, custom fields, person stages, account stages, and account tiers
Team administration: retrieve users/team details, manage groups, tags, recording settings, external ID mappings, imports, and bulk jobs
Triggers: webhook subscriptions for real-time events plus poll triggers for records that are best detected by list endpoints

Notes on retries & missing records

All actions retry automatically up to 3 times on 500, 502, 503, and 504 responses. Get and fetch actions return dataFound: false when a record is missing, allowing workflow branching without treating every 404 as a hard failure.

Before you start
When creating your app to get the Client ID and Client Secret, you'll be asked to add a Redirect URI. Make sure to add the URI below:
https://app.us.konnectifyapp.co/ipaas/api/oauth/callback

Official docs: Salesloft API

How to connect

Prerequisites

A Salesloft account with access to the team, people, accounts, cadences, and records you want to automate
Salesloft OAuth credentials: Client ID and Client Secret
A Konnectify account with permission to create workflows and app connections

Add Salesloft to a Workflow

In Konnectify, create a workflow or open an existing one.
Select Salesloft as the trigger app or action app.

Authorize via OAuth 2.0

Click Connect when prompted.
Enter the Salesloft Client ID and Client Secret.
Complete the Salesloft consent flow to grant access.

Configure the Trigger or Action

Choose the trigger or action, such as Person Created, Upsert Person, or Create Cadence Membership.
Select or map required identifiers such as Person ID, Account ID, Cadence ID, User ID, or Recording Settings ID.
Map fields from previous workflow steps into Salesloft fields.

Important

Webhook triggers create Salesloft webhook subscriptions automatically when activated and delete them automatically when the workflow is deactivated.

Test the Workflow

Run a test using a sample person, account, cadence, task, or activity record.
Confirm Salesloft sample data appears and fields map correctly into later workflow steps.

Activate the Workflow

Turn on the workflow.
Monitor the first runs in logs to verify webhook subscriptions, poll windows, retries, and API responses.

Triggers 43 total

Salesloft triggers in Konnectify include 26 webhook triggers for real-time events and 17 poll triggers for changes detected through Salesloft list endpoints.

People & Accounts 6 triggers

Person Created

Fires when a new person record is created in Salesloft.

Person Updated

Fires when an existing person record is updated.

Person Deleted

Fires when a person record is permanently deleted.

Account Created

Fires when a new company account is created.

Account Updated

Fires when an existing account record is updated.

Account Deleted

Fires when an account record is permanently deleted.

Cadences, Tasks & Steps 10 triggers

Cadence Created

Fires when a new cadence is created on the team.

Cadence Updated

Fires when an existing cadence is modified.

Cadence Deleted

Fires when a cadence is permanently deleted.

Cadence Membership Created

Fires when a person is added to a cadence.

Task Created

Fires when a new task is created for a user.

Task Completed

Fires when a task is marked as completed.

Task Deleted

Fires when a task is permanently deleted.

Step Created

Fires when a new step is added to a cadence.

Step Updated

Fires when an existing cadence step is modified.

Step Deleted

Fires when a step is removed from a cadence.

Activities, Meetings & Users 10 triggers

Call Created

Fires when a call activity is logged against a person.

Call Updated

Fires when a logged call record is updated.

Note Created

Fires when a new note is added to a person or account.

Note Updated

Fires when an existing note is edited.

Note Deleted

Fires when a note is permanently deleted.

Meeting Created

Fires when a meeting is booked through Salesloft.

Meeting Updated

Fires when a meeting time, participants, or status changes.

User Created

Fires when a new user is added to the Salesloft team.

User Updated

Fires when a user's profile or settings are changed.

Email Updated

Fires when an email activity status changes, such as opened, clicked, or bounced.

Poll Triggers 17 triggers

New Email Template

Polls for new or recently modified personal email templates.

New Team Template

Polls for new or recently modified team-wide email templates.

New Custom Field

Polls for new or recently changed custom field definitions.

New Person Stage

Polls for new or recently updated person stage definitions.

New Account Stage

Polls for new or recently updated account stage definitions.

New Account Tier

Polls for new or recently updated account tier definitions.

New Import

Polls for new or recently changed cadence import jobs.

New Bulk Job

Polls for new or recently updated bulk processing jobs.

New Group

Polls for new or recently modified user group definitions.

New Success Event

Polls for newly logged success events in cadences.

New CRM Activity

Polls for newly created CRM-synced activity records.

New Activity History

Polls for new entries in the full activity history feed.

New Call Data Record

Polls for new telephony and dialer call data records.

New Caller ID

Polls for newly added verified outbound caller IDs.

New Pending Action

Polls for newly created pending actions for the authenticated user.

New Call Instruction

Polls for new call script and instruction records.

Recording Settings Changed

Polls one recording settings record and fires when its updated timestamp changes.

Actions 80 total

Use Salesloft actions to manage sales engagement records and combine them with Konnectify logic for complete revenue workflows.

People 6 actions

Create Person

Creates a new prospect/contact with name, email, phone, title, owner, and custom fields.

Update Person

Updates fields on an existing person by Salesloft ID.

Upsert Person

Creates or updates a person matched by email address to prevent duplicates.

Delete Person

Permanently deletes a person record from Salesloft.

Get Person

Fetches complete details of a person by Salesloft ID.

Find Person

Searches for a person using filters such as email or name.

Accounts, Notes & Tasks 14 actions

Create Account

Creates a company account with name, domain, industry, owner, and custom fields.

Update Account

Updates account fields such as name, domain, owner, stage, or tags.

Delete Account

Permanently deletes an account and unlinks connected people.

Get Account

Fetches complete details of an account by Salesloft ID.

Create Note

Creates a note on a person or account.

Update Note

Updates the text content of an existing note.

Delete Note

Permanently deletes a note record.

Get Note

Fetches the full content and metadata of a note.

Create Task

Creates a one-off call, email, or general task for a user.

Get Task

Fetches complete details of a task by Salesloft ID.

Get Cadence

Fetches complete details of a cadence.

Create Cadence Membership

Adds a person to a cadence and starts the outreach sequence.

Delete Cadence Membership

Removes a person from a cadence and stops remaining steps.

Get Cadence Membership

Fetches a person-to-cadence membership record.

Calls, Emails & Templates 9 actions

Create Call

Logs a call activity with disposition, sentiment, duration, notes, and person details.

Get Call

Fetches complete details of a logged call activity.

Get Email

Fetches details of a single outbound email activity record.

List Email Templates

Returns all personal email templates for the authenticated user.

Create Email Template

Creates a personal email template with subject, body, title, tags, and tracking settings.

Get Email Template

Fetches a single personal email template.

Update Email Template

Updates title, subject, body, or tracking settings of a personal email template.

List Team Templates

Returns all team-wide email templates available to users.

Get Team Template

Fetches a team email template by its Salesloft UUID.

Custom Fields, Stages & Tiers 16 actions

Get Custom Field

Fetches a single custom field definition.

Create Custom Field

Creates a custom field definition for people or account records.

Update Custom Field

Updates the name, field type, or settings of a custom field.

Delete Custom Field

Permanently deletes a custom field definition.

Create Person Stage

Creates a person stage label such as MQL, SAL, or SQL.

Update Person Stage

Updates a person stage name or display order.

Delete Person Stage

Permanently deletes a person stage definition.

Get Person Stage

Fetches a person stage definition by Salesloft ID.

Create Account Stage

Creates an account stage label to track company lifecycle.

Update Account Stage

Updates an account stage name or display order.

Delete Account Stage

Permanently deletes an account stage definition.

Get Account Stage

Fetches an account stage definition by Salesloft ID.

Create Account Tier

Creates an account tier label such as Tier 1 or Enterprise.

Update Account Tier

Updates an account tier name or priority order.

Delete Account Tier

Permanently deletes an account tier definition.

Get Account Tier

Fetches an account tier definition by Salesloft ID.

Users, Team, Steps & Operations 14 actions

Get Current User

Fetches profile, settings, and team info for the authenticated user.

Get User

Fetches profile details of a Salesloft team member by user ID.

Get Team Info

Fetches settings and configuration details for the authenticated user's team.

Get Step

Fetches full details of a cadence step.

Get Call Instruction

Fetches the call script associated with an action step.

List Call Instructions

Returns all call instruction records linked to cadence action steps.

Get Bulk Job

Fetches status and configuration for a bulk job.

Create Bulk Job

Creates a bulk processing job for mass operations.

Update Bulk Job

Updates the status or configuration of a bulk job.

Create Bulk Job Data

Adds individual data records to a bulk job queue.

Get Import

Fetches status and details of a cadence import record.

Create Import

Creates a bulk import job for cadences or steps from JSON content.

Update Import

Updates the status or metadata of an import job.

Delete Import

Deletes an import record from Salesloft.

Groups, Tags, Recording & Successes 10 actions

Create Group

Creates a user group for cadence assignments or permissions.

Update Group

Updates a group's name or parent group.

Delete Group

Permanently deletes a group definition.

Get Group

Fetches details of a group record.

List Tags

Returns all tag values used across people and accounts.

Get Recording Settings

Fetches call recording consent and auto-record rules.

Update Recording Settings

Updates call recording consent mode or auto-record settings.

List Successes

Returns all success events for people in cadences.

Create Success

Logs a success event for a person in a cadence.

Get Success

Fetches a single success event record.

CRM, Activity Data & External IDs 11 actions

List CRM Activities

Fetches CRM-synced activity records created from Salesloft.

List CRM Activity Fields

Fetches CRM activity field definitions for external CRM mapping.

List Activity Histories

Returns historical activity feed events including calls, emails, notes, meetings, and tasks.

List Call Data Records

Returns telephony call data records, recording links, and call metadata.

Get Call Data Record

Fetches a single call data record by Salesloft ID.

List Caller IDs

Returns verified outbound caller ID phone numbers.

Get Action

Fetches a single in-progress or pending action record.

List Actions

Returns pending actions for the authenticated user.

List External ID Mappings

Lists mappings between Salesloft objects and external system IDs.

Delete External ID Mapping

Deletes a specific external ID mapping by Salesloft ID.

Delete External Configuration

Deletes a mapping configuration used for external ID resolution.

Popular automations

Examples you can build with this Salesloft integration and other apps in Konnectify.

Create or update prospects from new lead records

When a lead enters your CRM or form tool, upsert the person in Salesloft by email so duplicate prospect records are avoided.

New Lead → Upsert Person

Add qualified prospects to a cadence

When a person reaches the right stage, add them to a Salesloft cadence automatically to start outreach.

Person Updated → Create Cadence Membership

Sync sales activity into downstream systems

When calls, notes, or activity history records appear, route the details into CRM, analytics, or reporting tools.

Call Created → Create CRM Activity

Monitor operational configuration changes

Use poll triggers to detect changes to stages, tiers, custom fields, recording settings, or groups and alert admins.

Recording Settings Changed → Notify Admin

FAQ

How does authentication work for Salesloft in Konnectify?

Konnectify uses OAuth 2.0 Authorization Code flow. Access tokens are sent as Bearer tokens, and refresh tokens are used to keep the connection active without asking for the Salesloft password.

Are Salesloft triggers webhook-based or polling-based?

The connector supports both. Webhook triggers subscribe to Salesloft events in real time, while poll triggers periodically check list endpoints for templates, definitions, imports, jobs, groups, successes, activity data, and configuration changes.

Does this connector support upsert logic?

Yes. The Upsert Person action searches by email address first. If a matching person exists, it updates the record; otherwise, it creates a new person.

How does the connector handle missing records?

Get and fetch actions return dataFound: false for missing or empty records, so workflows can branch cleanly without treating every missing record as a failed run.

How are retries handled?

Actions automatically retry up to 3 times for server-side errors: 500, 502, 503, and 504. Client errors return the Salesloft API error message where available.

What is special about poll trigger deduplication?

Poll triggers use a sliding time window and deduplicate records using IDs plus timestamps, such as id_updated_at or id_created_at, before emitting records to a workflow.

Ready to automate your Salesloft workflows?

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