Sales & CRM
Salesloft integration
Start workflows and AI agents from Salesloft events, and let agents act in Salesloft within the limits you set.
Salesloft triggers and actions
Every Salesloft trigger and action you can use in Konnectify workflows and AI agents.
- Trigger: Person Created Instant
Uses Salesloft webhooks to trigger when a new person record is created.
- Trigger: Person Updated Instant
Uses Salesloft webhooks to trigger when an existing person record is updated.
- Trigger: Person Deleted Instant
Uses Salesloft webhooks to trigger when a person record is permanently deleted.
- Trigger: Account Created Instant
Uses Salesloft webhooks to trigger when a new account (company) record is created.
- Trigger: Account Updated Instant
Uses Salesloft webhooks to trigger when an existing account record is updated.
- Trigger: Account Deleted Instant
Uses Salesloft webhooks to trigger when an account record is permanently deleted.
- Trigger: Cadence Created Instant
Uses Salesloft webhooks to trigger when a new cadence is created on the team.
- Trigger: Cadence Updated Instant
Uses Salesloft webhooks to trigger when an existing cadence is modified.
- Trigger: Cadence Deleted Instant
Uses Salesloft webhooks to trigger when a cadence is permanently deleted.
- Trigger: Task Created Instant
Uses Salesloft webhooks to trigger when a new task is created for a user.
- Trigger: Task Completed Instant
Uses Salesloft webhooks to trigger when a task is completed.
- Trigger: Task Deleted Instant
Uses Salesloft webhooks to trigger when a task is permanently deleted.
- Trigger: Call Created Instant
Uses Salesloft webhooks to trigger when a call activity is logged against a person.
- Trigger: Call Updated Instant
Uses Salesloft webhooks to trigger when a logged call record is updated.
- Trigger: Note Created Instant
Uses Salesloft webhooks to trigger when a new note is added to a person or account.
- Trigger: Note Updated Instant
Uses Salesloft webhooks to trigger when the content of an existing note is edited.
- Trigger: Note Deleted Instant
Uses Salesloft webhooks to trigger when a note is permanently deleted.
- Trigger: Step Created Instant
Uses Salesloft webhooks to trigger when a new step is added to a cadence.
- Trigger: Step Updated Instant
Uses Salesloft webhooks to trigger when an existing cadence step is modified.
- Trigger: Step Deleted Instant
Uses Salesloft webhooks to trigger when a step is removed from a cadence.
- Trigger: Meeting Created Instant
Uses Salesloft webhooks to trigger when a meeting is booked through Salesloft calendar integration.
- Trigger: Meeting Updated Instant
Uses Salesloft webhooks to trigger when a meeting's time, participants, or status is changed.
- Trigger: User Created Instant
Uses Salesloft webhooks to trigger when a new user account is added to the Salesloft team.
- Trigger: User Updated Instant
Uses Salesloft webhooks to trigger when a user's profile or settings are changed.
- Trigger: Email Updated Instant
Uses Salesloft webhooks to trigger when an email record status changes (opened, clicked, bounced).
- Trigger: Cadence Membership Created Instant
Uses Salesloft webhooks to trigger when a person is added to a cadence.
- Trigger: New or Updated Email Template Checked on a schedule
Poll for new or recently modified personal email templates by checking created_at or updated_at.
- Trigger: New or Updated Team Template Checked on a schedule
Poll for new or recently modified team-wide email templates by checking created_at or updated_at.
- Trigger: New or Updated Custom Field Checked on a schedule
Poll for new or recently changed custom field definitions (people or account objects).
- Trigger: New or Updated Person Stage Checked on a schedule
Poll for new or recently updated person stage definitions (e.g. MQL, SAL, SQL).
- Trigger: New or Updated Account Stage Checked on a schedule
Poll for new or recently updated account stage definitions used to track company lifecycle.
- Trigger: New or Updated Account Tier Checked on a schedule
Poll for new or recently updated account tier definitions used to segment and prioritise accounts.
- Trigger: New or Updated Import Job Checked on a schedule
Poll for new or recently changed cadence import jobs to track bulk cadence creation status.
- Trigger: New or Updated Bulk Job Checked on a schedule
Poll for new or recently updated bulk processing jobs to track mass operation progress.
- Trigger: New or Updated Group Checked on a schedule
Poll for new or recently modified user group definitions on the team.
- Trigger: New Success Event Checked on a schedule
Poll for newly logged success events marking people as having achieved a cadence goal.
- Trigger: New CRM Activity Checked on a schedule
Poll for newly created CRM-synced activity records pushed from Salesloft to external CRMs.
- Trigger: New Activity History Entry Checked on a schedule
Poll for new entries in the full activity history feed across all activity types.
- Trigger: New Call Data Record Checked on a schedule
Poll for new telephony and dialer call data records including inbound and outbound call metadata and recording links.
- Trigger: New Caller ID Registered Checked on a schedule
Poll for newly added verified outbound caller ID phone numbers on the team.
- Trigger: New Pending Action Checked on a schedule
Poll for newly created in-progress or pending actions for the authenticated user.
- Trigger: New Call Instruction Checked on a schedule
Poll for new call script and instruction records linked to cadence action steps.
- Trigger: Recording Settings Changed Checked on a schedule
Poll to detect changes to call recording consent or auto-record rules for the team.
- Action: Create Person
Creates a new person record with name, email, phone, job title, owner, and custom fields.
- Action: Update Person
Updates one or more fields on an existing person record by Salesloft ID.
- Action: Upsert Person
Creates a new person or updates an existing one matched by email address to prevent duplicates.
- Action: Delete Person
Permanently removes a person record. Irreversible without contacting support.
- Action: Get Person
Fetches the complete details of a single person record by Salesloft ID.
- Action: Person Filter
Searches for an existing person using filter criteria such as email address or name.
- Action: Create Account
Creates a new company/account with name, domain, industry, owner, tags, and custom fields.
- Action: Update Account
Updates fields on an existing account — name, domain, owner, account stage, or tags.
- Action: Delete Account
Permanently deletes an account. All connected people will be unlinked.
- Action: Get Account
Fetches the complete details of a single account record by Salesloft ID.
- Action: Create Note
Creates a note on a person or account to log conversation context or follow-up reminders.
- Action: Update Note
Updates the text content of an existing note by Salesloft ID.
- Action: Delete Note
Permanently deletes a note record from Salesloft.
- Action: Get Note
Fetches the full content and metadata of a single note by Salesloft ID.
- Action: Create Task
Creates a one-off task (call, email, or general) for a user, optionally linked to a person with a due date.
- Action: Get Task
Fetches the complete details of a single task record by Salesloft ID.
- Action: Get Cadence
Fetches the complete details of a specific cadence (outreach sequence) by Salesloft ID.
- Action: Create Cadence Membership
Adds a person to a cadence, initiating the outreach sequence steps for that person.
- Action: Delete Cadence Membership
Removes a person from a cadence, stopping all remaining outreach steps.
- Action: Get Cadence Membership
Fetches a single cadence membership record showing person–cadence association and current step status.
- Action: Get Call
Fetches the complete details of a single logged call activity by Salesloft ID.
- Action: Get Email
Fetches the complete details of a single outbound email activity record by Salesloft ID.
- Action: List Email Templates
Returns all personal email templates for the authenticated user with filtering and sorting.
- Action: Create Email Template
Creates a personal email template with subject, body, title, tags, and tracking settings.
- Action: Get Email Template
Fetches a single personal email template by Salesloft ID.
- Action: Update Email Template
Updates the title, subject, body, or tracking settings of a personal email template.
- Action: List Team Templates
Returns all team-wide email templates available to all users with filtering and sorting.
- Action: Get Team Template
Fetches a single team email template record by its Salesloft UUID.
- Action: Get Custom Field
Fetches a single custom field definition by Salesloft ID.
- Action: Create Person Stage
Creates a new person stage label (e.g. MQL, SAL, SQL) to categorise contacts in the pipeline.
- Action: Update Person Stage
Updates the name or display order of an existing person stage definition.
- Action: Delete Person Stage
Permanently deletes a person stage definition from the team.
- Action: Get Person Stage
Fetches a single person stage definition by Salesloft ID.
- Action: Create Account Stage
Creates a new account stage label to track the lifecycle stage of a company.
- Action: Update Account Stage
Updates the name or display order of an existing account stage definition.
- Action: Delete Account Stage
Permanently deletes an account stage definition from the team.
- Action: Get Account Stage
Fetches a single account stage definition by Salesloft ID.
- Action: Create Account Tier
Creates a new account tier label (e.g. Tier 1, Enterprise) to segment and prioritise accounts.
- Action: Update Account Tier
Updates the name or priority order of an existing account tier definition.
- Action: Delete Account Tier
Permanently deletes an account tier definition from the team.
- Action: Get Account Tier
Fetches a single account tier definition by Salesloft ID.
- Action: Get Current User
Fetches the profile, settings, and team info of the currently authenticated Salesloft user.
- Action: Get Step
Fetches the full details of a single cadence step (call, email, or other) by Salesloft ID.
- Action: Get Call Instruction
Fetches the call script/instruction associated with a specific action step by Salesloft ID.
- Action: Get Bulk Job
Fetches the current status and configuration of a specific bulk job by ID.
- Action: Get Import
Fetches the status and details of a single import record by Salesloft ID.
- Action: Create Call
Logs a call activity against a person including disposition, sentiment, duration, and notes.
- Action: Create Custom Field
Creates a new custom field definition for people or account records.
- Action: Update Custom Field
Updates the name, field type, or settings of an existing custom field definition.
- Action: Delete Custom Field
Permanently deletes a custom field definition from Salesloft.
- Action: Create Import
Creates a bulk import job to build cadences or add steps from structured JSON content.
- Action: Update Import
Updates the status or metadata of an existing cadence import job.
- Action: Delete Import
Deletes an import record from Salesloft.
- Action: Create Bulk Job
Creates a bulk processing job for mass operations such as person or account updates.
- Action: Update Bulk Job
Updates the status or configuration settings of an existing bulk job.
- Action: Create Bulk Job Data
Adds individual data records to a bulk job queue for batch processing.
- Action: Get Team Info
Fetches the settings and configuration details of the authenticated user's Salesloft team.
- Action: Get User
Fetches the profile details of a single Salesloft team member by their Salesloft user ID.
- Action: Create Group
Creates a new user group within the team for segmenting cadence assignments or permissions.
- Action: Update Group
Updates the name or parent group of an existing group.
- Action: Delete Group
Permanently deletes a group definition from the team.
- Action: Get Group
Fetches the details of a single group record by Salesloft ID.
- Action: Get Recording Settings
Fetches the call recording consent and auto-record rules for a specific team configuration.
- Action: Update Recording Settings
Updates the call recording consent mode or auto-record settings for a specific team configuration.
- Action: List Successes
Returns all success events for people in cadences, filterable by person, cadence, and date.
- Action: Create Success
Logs a success event for a person, marking them as having achieved the cadence goal.
- Action: Get Success
Fetches a single success event record by Salesloft ID.
- Action: List CRM Activities
Fetches all CRM-synced activity records created from Salesloft.
- Action: List CRM Activity Fields
Fetches all available CRM activity field definitions for mapping activities to external CRMs.
- Action: List Activity Histories
Returns all historical activity feed events including calls, emails, notes, meetings, and tasks.
- Action: List Call Data Records
Returns all telephony call data records including inbound and outbound calls, recording links, and call metadata.
- Action: Get Call Data Record
Fetches a single call data record by Salesloft ID.
- Action: List Caller IDs
Returns all verified outbound caller ID phone numbers registered for the team.
- Action: Get Action
Fetches a single in-progress or pending action record by Salesloft ID.
- Action: List Actions
Returns all currently in-progress pending actions for the user.
- Action: List Call Instructions
Returns all call instruction records linked to cadence action steps.
- Action: List External ID Mappings
Lists external ID mappings linking Salesloft objects to external system IDs.
- Action: Delete External ID Mapping
Deletes a specific external ID mapping record by Salesloft ID.
- Action: Delete External Configuration
Deletes a mapping configuration used for external system ID resolution.
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Use Salesloft in an AI agent
Add any Salesloft action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.
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Salesloft and AI
Add AI steps to Salesloft workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Salesloft + ChatGPT Salesloft + Claude Salesloft + Gemini
Use Salesloft actions from Claude or ChatGPT
Expose the Salesloft actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
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