Salesloft
API integration

list_all_salesloft_me

Fetch the authenticated Salesloft user's information. Returns: id, guid, name, email. Accepts no parameters; use the Users resource for information about other users on the team.

list_all_salesloft_team

Fetch the Salesloft team of the authenticated user. Returns: id, name, created_at, updated_at, group_privacy_setting, team_visibility_default, plan, plan_features, license_limit, local_dial_enabled, record_by_default, call_recording_disabled, email_daily_limit, click_tracking_default, allow_automated_email_steps, custom_tracking_domain, dispositions_required, sentiments_required, deactivated.

list_all_salesloft_account_stages

List Salesloft account stage records. The records can be filtered and sorted. Returns each stage's id, name, order, active status, created_at, and updated_at.

get_single_salesloft_account_stage_by_id

Get a single Salesloft account stage by id. Returns: id, name, order, active, created_at, updated_at. Required: id.

list_all_salesloft_accounts

List Salesloft accounts, filterable by ids, crm_id, tags, owner, website, location, engagement level, and created/updated timestamp ranges. Returns account records: id, name, domain, industry, tags, custom_fields, owner, and counts. Sorted by updated_at DESC by default.

get_single_salesloft_account_by_id

Fetch a single Salesloft account by id. Returns the full account record including id, name, domain, crm_id, tags, custom_fields, owner, and counts. Required: id.

create_a_salesloft_account

Create a Salesloft account. Returns the created account record including id, name, domain, created_at, and custom_fields. The domain must be unique on the current team.

update_a_salesloft_account_by_id

Update an existing Salesloft account by id, including archiving or unarchiving it via the archived flag. Returns the updated account record including id, name, domain, archived_at, and custom_fields. The domain must be unique on the current team. Required: id.

delete_a_salesloft_account_by_id

Delete a Salesloft account by id. This operation is not reversible without contacting support, can be called multiple times successfully, and removes all connected people from the account. Returns an empty 204 response on success. Required: id.

create_a_salesloft_activity

Create an activity in Salesloft that marks the associated action as completed. Returns the created activity record including its id, subject, activity_type, crm_id, crm_record_type, person, user, created_at, and updated_at. Only certain action types can have an activity explicitly created for them.

list_all_salesloft_activity_histories

List past activities in Salesloft. Fetches all of the customer's past activities found on the Salesloft Activity Feed. Returns: id, user_guid, tags, static_data, resource_type, resource_id, pinned_at, occurred_at, failed_dynamic_resources, dynamic_data, created_at, updated_at.

list_all_salesloft_calls

List Salesloft call records, filterable by person, sentiment, disposition, user, and timestamp ranges, with sorting. Returns: id, to, duration, sentiment, disposition, positive, connected, call_data_record_ids, direction, log_source, created_at, updated_at, recordings, user, action, task, called_person, crm_activity, note, cadence, step.

get_single_salesloft_call_by_id

Get a single Salesloft call by id. Fetches the call by ID only. Returns: id, to, duration, sentiment, disposition, positive, connected, call_data_record_ids, direction, log_source, created_at, updated_at, recordings, user, action, task, called_person, crm_activity, note, cadence, step. Required: id.

create_a_salesloft_call

Create a Salesloft call log, optionally completing a phone action or call task and syncing notes to the CRM. Returns the created call including id, to, duration, sentiment, disposition, and recordings. task_id cannot be combined with action_id; disposition and sentiment can be required per team.

list_all_salesloft_calender_events

List all calendar events in Salesloft, paginated and filtered by date. Returns each event with id, title, start_time, end_time, attendees, organizer, provider, and status. Optionally filter by a start_time/end_time date range or scope results to a specific user_guid.

create_a_salesloft_calender_event

Upsert a calendar event object in Salesloft, creating it if it does not exist and updating it otherwise. Returns the upserted calendar event including id, title, start_time, end_time, provider, calendar_id, and attendees.

list_all_salesloft_meetings

List Salesloft meeting records created via calendaring features, filterable by status, person, account, cadence, event IDs, and timestamp ranges. Returns meeting records including id, status, no_show, start_time, and i_cal_uid. Defaults to sorting by start_time descending.

update_a_salesloft_meeting_by_id

Update a Salesloft meeting by id. Returns the updated meeting record including id, start_time, i_cal_uid, created_at, and updated_at. Requires id and a request body; settable fields are no_show, status, reschedule_status, event_id, and i_cal_uid.

list_all_salesloft_notes

List notes in Salesloft, with filtering, paging, and sorting. Returns: id, content, created_at, updated_at, associated_type, crm_activity_metadata, user, associated_with, call.

get_single_salesloft_note_by_id

Get a single note by id in Salesloft. Returns: id, content, created_at, updated_at, associated_type, crm_activity_metadata, user, associated_with, call. Required: id.

create_a_salesloft_note

Create a note in Salesloft, associated with a person or account and optionally linked to a call. Returns: id, content, created_at, updated_at, associated_type, crm_activity_metadata, user, associated_with, call. Requires a JSON request body.

update_a_salesloft_note_by_id

Update a note by id in Salesloft. Returns the updated note record: id, content, created_at, associated_type, user, associated_with, and call. Required: id. Any changes to the note or associated records will not reflect in your CRM.

delete_a_salesloft_note_by_id

Delete a note owned by the authorized account in Salesloft. Required: id. This operation is not reversible without contacting support and can be called multiple times successfully. Returns an empty 204 response on success.

list_all_salesloft_people

List people in Salesloft with support for filtering, paging, and sorting. Returns person records including id, first_name, last_name, email_address, title, custom_fields, and their associated account and owner.

get_single_salesloft_person_by_id

Fetch a single Salesloft person by id. Returns the full person record including id, first_name, last_name, email_address, phone, title, custom_fields, and the associated account and owner. Required: id.

create_a_salesloft_person

Create a person in Salesloft. Either email_address or phone with last_name must be provided as a unique lookup on the team. Returns the created person record including id, first_name, last_name, email_address, custom_fields, and the associated account.

update_a_salesloft_person_by_id

Update a Salesloft person by id. Returns the updated person record including id, first_name, last_name, email_address, custom_fields, and the associated account and owner. Required: id.

delete_a_salesloft_person_by_id

Delete a Salesloft person by id. This operation is not reversible without contacting support and can be called multiple times successfully. Returns an empty 204 response on success.

list_all_salesloft_person_stages

List person stage records in Salesloft. The records can be filtered and sorted. Returns: id, name, created_at, updated_at, order, active.

get_single_salesloft_person_stage_by_id

Fetch a person stage in Salesloft by id. Returns: id, name, created_at, updated_at, order, active. Required: id.

create_a_salesloft_person_stage

Create a person stage in Salesloft. Returns: id, created_at, updated_at.

update_a_salesloft_person_stage_by_id

Update a person stage in Salesloft by id. Returns the updated stage including id, name, order, active, created_at, and updated_at. Required: id, name.

delete_a_salesloft_person_stage_by_id

Delete a person stage in Salesloft by id. This operation is not reversible without contacting support and can be called multiple times successfully. Required: id. Returns an empty 204 response on success.

list_all_salesloft_tags

List the tags used for a Salesloft team. Returns: id, name. Tags can be applied to multiple resource types and can be filtered by name search or a list of ids, and sorted by name.

list_all_salesloft_tasks

List Salesloft tasks. Returns task records including id, subject, current_state, task_type, due_date, and person/user/opportunity references. Filter by current_state, task_type, user_id, person_id, or time interval, and sort by due_date or updated_at. Tasks associated with cadence steps are not returned.

get_single_salesloft_task_by_id

Get a single Salesloft task by id. Returns the task record including id, subject, current_state, task_type, due_date, and person/user/opportunity references. Required: id.

create_a_salesloft_task

Create a task in Salesloft. Returns the created task record including id, subject, current_state, task_type, due_date, and person/user/opportunity references. due_date must be an ISO-8601 date and remind_at an ISO-8601 datetime.

update_a_salesloft_task_by_id

Update a Salesloft task by id. Returns the updated task record including id, subject, current_state, task_type, due_date, and person/user/opportunity references. Required: id.

list_all_salesloft_users

List Salesloft users. Non-admin callers see only their own user or teammates allowed by the team's group visibility policy, while team admins see all users on the team. Returns: id, guid, name, email.

get_single_salesloft_user_by_id

Get a single Salesloft user by id. The id can be the numeric User ID or the User GUID. Returns: id, guid, name, email. Required: id (User ID or User GUID).

update_a_salesloft_user_by_id

Update a Salesloft user by id; the id can be the numeric User ID or the User GUID. Returns the updated user record: id, guid, name, email. Required: id.

delete_a_salesloft_user_by_id

Deactivate a Salesloft user by id; Salesloft removes access by setting the user's active flag to false rather than hard-deleting the record. The id can be the numeric User ID or the User GUID. Returns the updated user record: id, guid, name, email. Required: id.

create_a_salesloft_person_upsert

Upsert a person record in Salesloft, creating or updating it based on upsert_key (id, crm_id, or email_address). Returns the full person object including id, email_address, first_name, last_name, job_seniority, and custom_fields. Requires upsert_key plus the field it names; the request fails if multiple records match the upsert field.

list_all_salesloft_custom_roles

List Salesloft custom roles. Fetches multiple custom role records that can be filtered and sorted. Returns: id, name.

get_single_salesloft_custom_role_by_id

Get a single Salesloft custom role by id. Fetches the custom role record identified by its ID. Returns: id, name. Required: id.

list_all_salesloft_groups

List Salesloft groups. Returns: id, name, parent_id, accessible_groups, parent_groups. Records can be filtered and sorted via the respective parameters.

get_single_salesloft_group_by_id

Get a single Salesloft group by id. Returns: id, name, parent_id, accessible_groups, parent_groups. Required: id.

list_all_salesloft_account_tiers

List Salesloft account tier records, filterable by ids, name, and active flag and sortable by created_at, updated_at, or order (defaults to updated_at DESC). Returns: id, name, order, created_at, updated_at, active.

get_single_salesloft_account_job_title_by_id

Get all unique job titles associated with contacts at a specific Salesloft account. Returns the deduplicated list of job title strings for that account. Required: account_id.

get_single_salesloft_contact_by_id

List contacts in SalesLoft, optionally filtered by account_id or job_title. Returns contact records including id, first_name, last_name, email_address, title, company_name, and created_at.

get_single_salesloft_my_account_by_id

List Salesloft accounts assigned to the current user's territory, providing consistent, predictable results for account management. Returns each account's id, name, domain, owner, company_stage, last_contacted_at, and more.

get_single_salesloft_third_party_account_by_id

List third-party accounts from Salesloft, optionally filtered by campaign_name ("Tech Transformation" returns accounts with revenue over $5M; "High Value Outreach" returns accounts in CA or NY; otherwise all third-party accounts are returned). Returns account records including id, name, domain, created_at, updated_at, and more.