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Overview

Authorization for SalesLoft

  1. Connection Nickname - Enter a connection nickname. This is just a display name for this connection. Use clear naming conventions so that in the future it is clear which account the connection is associated with.

  2. Salesloft uses Oauth2 for authentication. After entering your nickname, click the create button. An OAuth window opens asking for your SalesLoft username and password.

Enter your SalesLoft account information, then click Log In. You will be asked to allow Azuqua to access your SalesLoft account. Click Authorize. You should then be redirected back to Azuqua, with a successful connection to SalesLoft.

    Events

    • Lead Created or Updated

      Trigger a FLO when a person is created or updated in Salesloft

    • New CRM Activity

      Trigger a FLO when a new CRM activity is created or updated. User MUST have log to SFDC flag turned ON

    Actions

    • Create Account

      Create a new account in Salesloft

    • Create Lead

      Create a lead (person) in SalesLoft

    • Custom API Action

      This action allows you to make a custom, authenticated API request to the SalesLoft API.

      Options:

      • Request Type (dropdown): your available HTTP request methods. There are 5 supported HTTP request methods (sometimes called verbs) in custom API calls:

        • GET: retrieves data from a web server based on your parameters. GET requests a representation of the specified resource, and if successful will receive a 200 OK response message with the requested content. Additional documentation here.

        • POST: sends data to a web server based on your parameters. POST requests include actions like uploading a file. Multiple POST’s may result in a different outcome than a single POST, so you should be cautious about unintentionally sending multiple POST’s. If a POST is successful, you will receive a 200 OK response message. Additional documentation here.

        • PUT: sends data to a location in the web server based on your parameters. PUT requests include actions like uploading a file. The difference between a PUT and POST is that PUT is idempotent, meaning that the result of a single successful PUT is the same as many identical PUT’s. If a PUT is successful, you will receive a 200 response message (usually 201 or 204). Additional documentation here.

        • PATCH: applies partial modifications to a resource on a web server based on your parameters. PATCH is not idempotent, meaning that the result of multiple PATCH’s could have unintended consequences. If a PUT is successful, you will receive a 200 response message (usually 204). Additional documentation here.

        • DELETE: deletes the specified resource from the web server based on your parameters (if the resource exists). If a DELETE is successful, you will receive a 200 OK response message. Additional documentation here.

      Input Fields:

      • Relative URL (string): This is everything that comes after https://api.salesloft.com. Note that you need to specify the API version number in this field:

        Example: /v2/people.json

      • Query (object): Any query parameters can be passed as an object:

        Example: {“name”:“test”}

      • Body (object): Any body parameters can be passed as an object:

        Example: {“name”:“test”}

      • Headers (object): Any additional headers that you need for your request. You do not need to enter “Authorization” headers, as these will be added to the call when it runs:

        Example: {“Content-type”:“text/html”}

      Output Fields:

      • Status Code (Number): the success or failure of your HTTP request. Here is a list of all status codes.

      • Headers (object): a more detailed context for the response/status code that doesn’t relate to the output body. Not all headers that appear in a response header are response headers, meaning that some are unlikely to be useful to you. The response headers are dependent on the HTTP request you choose in options.

      • Body (object): depending on the HTTP request you chose in Options, you may receive some data back. That data, such as the data from a GET request, will be contained in this Body object.

    • Read Account

      Read a SalesLoft account by its Id

    • Read Lead

      Read a SalesLoft lead by their Id

    • Read User

      Read a SalesLoft user by their Id

    • Search Accounts

      Search for Accounts in SalesLoft

    • Search Leads

      Search for leads in SalesLoft

    • Search Users

      Search for users in SalesLoft