Salesloft

Connect AI agents to Salesloft. Agents manage people and accounts, add prospects to cadences, create and complete tasks, log calls and notes, and read emails and meetings across 41 actions.

41 actions OAuth available

Salesloft website ↗ Platform Documentation ↗ Capability data verified 2026-07-18

A batch of new leads lands from the webinar platform and the website forms

List People checks each lead by exact email so nobody is created twice

Create Person adds the genuinely new prospects with company, stage, tags, and custom fields resolved from team settings

Each prospect is screened against existing accounts so open opportunities and current customers are never cross-targeted

The sales ops lead reviews the enrollment list and the chosen cadence, because enrollment commits real outreach to real inboxes

Add Person to Cadence enrolls the approved prospects, with assignment falling to cadence rules

Create Note attaches the source context, the webinar attended, the form answers, to each person's record

The rep channel gets the enrollment digest with counts by cadence

What This Integration Enables

Salesloft is where outreach stops being a plan and starts being sent, which makes it the wrong place for slow data and the highest-leverage place for automation with judgment. FlowRunner agents work the full surface, 41 actions across people, accounts, cadences, tasks, notes, calls, emails, and meetings, keeping records current, enrolling prospects with review, and closing the activity loop so cadences reflect what actually happened. The machine does the assembly. A person authorizes the send. - Sync leads from forms, CRMs, and spreadsheets into people and accounts, deduplicated by email - Enroll prospects into cadences with screening and sign-off, and remove them the moment circumstances change - Create, assign, and complete rep tasks driven by events in the rest of the stack - Log calls with sentiment and disposition, completing cadence steps automatically - Pull email engagement and meeting data into reporting, resolved against team stages, tiers, tags, and custom fields

Without FlowRunner

Leads pool between systems Form fills wait for the weekly import, and the window where a fast follow-up converts closes quietly

Reps work without context The record shows a name and an email while the story lives in three other tools

Activity history has holes Calls handled outside Salesloft never complete their cadence step, and the sequence stalls or double-touches

With FlowRunner

Leads enrolled within the hour Deduplicated, enriched, screened, and cadenced, with a person signing off before outreach commits

Context arrives with the lead Notes carry source, intent, and history to the exact place the rep will look before dialing

The loop closes itself Log a Call records disposition and sentiment and completes the cadence step in the same motion

Use Case Scenarios

From CRM lead to cadence before the interest cools

A qualifying contact surfaces in [HubSpot](/integrations/hubspot). The agent mirrors them with Create Person, resolves the right stage from List Person Stages and tags from List Tags, and stages the enrollment. After sign-off, Add Person to Cadence starts the sequence and Create Note records why this person, why this cadence, why now. When the prospect later books a meeting or replies, Remove Person from Cadence pulls them out so the sequence never talks over a live conversation.

The rep walks into every meeting prepared

A discovery call lands on the calendar via [Google Calendar](/integrations/google-calendar). The workflow calls Create Task to schedule the rep's prep with a due date before the meeting, and Create Note to attach the agenda, the attendees, and the account history pulled from Get Account. After the call, Log a Call records duration, sentiment, and disposition, which also completes the outstanding cadence call step, and the follow-up email goes out through [Gmail](/integrations/gmail) while the conversation is still warm.

The pipeline report that reads activity, not opinions

Weekly, the agent pulls List Emails with engagement counts, List Calls with dispositions, and List Meetings booked, joins them by person and account, and writes the picture to [Google Sheets](/integrations/google-sheets): which cadences produce replies, which reps' calls trend positive, which Tier 1 accounts per List Account Tiers went quiet. Revenue leadership reads what the activity data says happened, not what the forecast call hopes happened.

Human-in-Loop Highlight

Add Person to Cadence is the moment automation becomes outreach. Creating the membership commits a real human being to a sequence of emails and calls that will land in their inbox and on their phone, and while Remove Person from Cadence can stop future steps, the touches already sent cannot be unsent. Enroll a current customer in a cold sequence, or a prospect your enterprise team is mid-negotiation with, and the cost is a relationship, not a data fix. So FlowRunner flows assemble enrollments and stop: "14 webinar leads staged for cadence 'Mid-Market Outbound Q3'. Two flagged: one matches an account with an open opportunity, one is a contact at a current customer. Enroll the 12, hold the 2?" The sales ops lead decides, and only then do memberships get created. The [human-in-the-loop](/concepts/human-in-the-loop) gate sits exactly where your brand starts talking.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via email

Human decides

Agent resumes with decision

Agent Capabilities

41 actions

People

List People Retrieves people with exact-email filtering, last-updated and owner filters, pagination up to 100 per page, and full paging metadata. The dedup check and sync backbone.
Get Person Retrieves one person with contact details, company, owner, stage, tags, custom fields, and engagement counts.
Create Person Creates a person with contact details, company info, owner, stage, tags, and custom fields, requiring at least an email, phone, or last name.
Update Person Updates only the provided fields on a person, preserving everything else.
Delete Person Permanently deletes a person, with no undo. Reserved for governed cleanup with review.

Accounts

List Accounts Retrieves accounts with name, domain, and last-updated filters and full paging metadata.
Get Account Retrieves one account with company details, location, owner, stage, tier, tags, and custom fields.
Create Account Creates an account with name and domain required, plus location, owner, stage, tier, tags, and custom fields.
Update Account Updates only the provided fields on an account.
Delete Account Permanently deletes an account, with no undo. Gated the same way Delete Person is.

Cadences

List Cadences Retrieves cadences with team and shared filters. The catalog of available sequences.
Get Cadence Retrieves one cadence's name, state, sharing settings, function, and people counts.
Add Person to Cadence Enrolls a person by creating a cadence membership, optionally assigned to a specific user. The operation this page's human gate exists for.
List Cadence Memberships Retrieves enrollments filtered by person or cadence. The read that answers who is being touched by what.
Get Cadence Membership Retrieves one membership with person, cadence, assignee, state, and step counts.
Remove Person from Cadence Deletes a membership so no further steps run. The relief valve when circumstances change mid-sequence.

Tasks

List Tasks Retrieves tasks filtered by user, person, type, and state.
Get Task Retrieves one task's subject, type, due date, state, and associations.
Create Task Creates a scheduled call, email, or general task for a person, assigned with a due date.
Update Task Updates a task's subject, due date, assignee, or description, or completes a general task by state.
Complete Task Marks a general task completed. Call and email tasks complete through logging the call or sending the email, as Salesloft requires.
Delete Task Permanently deletes a task, with no undo.

Notes

List Notes Retrieves notes for a person or account, with both association type and id provided together.
Get Note Retrieves one note's content, parent record, and author.
Create Note Creates a note on a person or account, landing in the record's activity feed where reps actually look.
Update Note Updates an existing note's content.
Delete Note Permanently deletes a note, with no undo.

Calls

Log a Call Logs a completed call with sentiment, disposition, notes, and duration, completing any outstanding cadence call step for the person. Sentiment and disposition must match team settings.
List Calls Retrieves logged calls filtered by person, user, and last-updated timestamp.
Get Call Retrieves one call's duration, sentiment, disposition, notes, and associations.

Emails and Meetings

List Emails Retrieves email activities with person, bounce, scheduled-send, and last-updated filters. The engagement feed for reporting.
Get Email Retrieves one email's subject, status, bounce state, and view, click, and reply counts.
List Meetings Retrieves meetings booked through Salesloft, filtered by person or calendar event id.

Users

List Users Retrieves team users with names, emails, guids, and active status.
Get User Retrieves one user's name, email, guid, role, and team details.
Get Current User Retrieves the connected user's own profile. The connection check and self-ID resolver.

Team Configuration

List Person Stages Retrieves the team's person stages so workflows speak the team's own process language.
List Account Stages Retrieves the team's account stages for company-level process mapping.
List Account Tiers Retrieves the team's account tiers, the ranking that tells prioritization logic which accounts matter most.
List Custom Fields Retrieves the team's custom fields and their record types, the keys that make person and account writes land correctly.
List Tags Retrieves the team's defined tags for use in person and account operations.

Frequently Asked Questions

What can FlowRunner do with Salesloft?

FlowRunner agents can run List People, Get Person, and Create Person in Salesloft, plus 38 more actions.

Does connecting Salesloft to FlowRunner require OAuth?

Yes. Salesloft connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can Salesloft trigger a FlowRunner workflow automatically?

Salesloft doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

Start building with Salesloft

$100 in credits. No card required. Connect in minutes.

Start Building Free Talk to us