Communication
Salesloft
9 min
salesloft is a sales engagement platform that helps teams manage communications, track customer interactions, and automate sales workflows integrating salesloft with {{product name}} lets users automate lead management, sync activities, and trigger follow ups based on sales actions the salesloft app is available on the https //www make com/en/enterprise requirements to use the salesloft app in make, you must have an active https //www salesloft com/request a quote for subscription, refer to the https //www salesloft com/ connect salesloft and {{product name}} to get started, you must first create a connection between salesloft and {{product name}} , allowing the two services to communicate docid\ yekvqnsipqrwlpni52exd docid\ yekvqnsipqrwlpni52exd obtain your oauth2 0 credentials in your salesloft account to obtain your oauth2 0 credentials navigate to your applications and select oauth applications click create new to start a new application enter your application details as prompted enter the callback uri https //www integromat com/oauth/cb/salesloft select the at the application type click submit to create the application copy the client id displayed on screen copy the client secret displayed on screen create the connection in {{product name}} https //www make com/en/register , add the salesloft module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection click show advanced settings and enter your custom application's client id and client secret values for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page salesloft modules after connecting to the salesloft app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a record adds a new entry to your selected database or application delete a record removes a specific record from the database or system get a record fetches a specific record from your database or application make an api call executes a custom api request to the connected service using your authorized credentials search records retrieves a filtered list of records based on specified criteria update a record updates the details of an existing record in the system watch records salesloft resources you can have access to more resources related to this app on the following links https //community make com/search?q=salesloft https //www salesloft com/ https //developers salesloft com/docs/api https //www make com/en/integrations/salesloft