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SalesLoft
Overview
Operations (sample payloads)
Operations
SalesLoft Operations
Latest version:
3.0
Changelog
Create account
Creates an account.
Create bulk job
Creates a bulk job.
Create bulk job data
Creates job data for the specified bulk job.
Create cadence membership
Adds a person to a cadence. A person cannot be added to a cadence on behalf of a teammate unless the cadence is a team cadence, or the cadence is owned by the teammate.
Create call
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 custom field
Creates a custom field.
Create import
Creates an import.
Create note
Creates a note.
Create person
Creates a person. Either email address or phone/last_name must be provided as a unique lookup on the team.
Create person stage
Creates a person stage.
Create task
Creates a task.
Delete account
Deletes an account. This operation is not reversible without contacting SalesLoft support.
Delete cadence membership
Deletes a cadence membership.
Delete custom field
Deletes a custom field.
Delete import
Deletes an import, by ID only. The associated people can be deleted as part of the deletion process.
Delete note
Deletes a note.
Delete person
Deletes a person.
Delete person stage
Deletes a person stage.
Get account
Returns information about an account.
Get bulk job
Retrieves a bulk job.
Get cadence
Retrieves a cadence by ID.
Get cadence membership
Returns information about a cadence membership.
Get call
Gets a call by ID.
Get custom field
Returns information about a custom field.
Get email
Gets an email record.
Get import
Fetches an import, by ID only.
Get note
Gets a note.
Get person
Get a person by ID.
Get person stage
Gets a person stage by ID.
Get step
Gets a step by ID.
Get task
Retrieves a task by ID.
Get user
Gets a user by ID.
List account stages
Returns a list of available account stages.
List account stages DDL
List account stages filter DDL
List account tiers
Returns a list of available account tiers.
List account tiers DDL
List accounts
Returns a list of accounts.
List accounts DDL
List accounts or people DDL
List actions
Lists multiple action records. If the requesters is not an admin, this endpoint will only return actions belonging to the requester. If the requester is an admin, this endpoint will return actions for the entire team. Additionally, an admin may use the user GUID parameter to request actions that belong to specific users on the team.
List actions DDL
List bulk job results
Retrieves multiple job data records for a completed bulk job.
List bulk jobs DDL
List cadence memberships
Returns a list of cadence memberships.
List cadence memberships DDL
List cadences
Lists multiple cadence records.
List cadences DDL
List call data records
Lists multiple call data records.
List call data records DDL
List call dispositions
Lists multiple call disposition records.
List call dispositions DDL
List call sentiments
Lists multiple call sentiment records.
List call sentiments DDL
List caller IDs
Returns 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 calls
Lists multiple call records.
List calls DDL
List CRM activities
Lists multiple CRM activity records.
List crm activities DDL
List CRM activity fields
Lists multiple CRM activity field records.
List crm activity fields DDL
List custom fields
Returns a list of custom fields.
List custom fields DDL
List custom fields value DDL
List emails
Lists multiple email records.
List emails DDL
List groups
Returns a list of available groups.
List groups DDL
List imports
Lists multiple imports.
List imports DDL
List locales DDL
List notes
Lists multiple note records.
List notes DDL
List people
Lists multiple person records.
List people DDL
List person stages
Lists multiple person stage records.
List person stages DDL
List steps
Lists multiple step records.
List steps DDL
List tags
Fetches a list of the tags used for a team.
List tags DDL
List tags values DDL
List tasks
Retrieves multiple task records. The records can be filtered, paged, and sorted according to the respective parameters.
List tasks DDL
List unlinked call data records DDL
List users
Returns a list of users associated with your team.
List users DDL
List users filter owners DDL
List users guid DDL
List users role ID DDL
Raw HTTP request (advanced)
Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.
Update account
Updates an account.
Update bulk job
Updates a bulk job.
Update custom field
Update a custom field. (This invalidates the old custom field ID).
Update import
Updates an import.
Update note
Updates a note.
Update person
Updates a person.
Update person stage
Updates a person stage.
Upsert person
Upserts a person record.
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Operations (sample payloads)
