From db1eb1cdf9440bfa8ee77af9a8a08dcde61e9fc6 Mon Sep 17 00:00:00 2001 From: "claude[bot]" <41898282+claude[bot]@users.noreply.github.com> Date: Thu, 9 Apr 2026 05:53:19 +0000 Subject: [PATCH] docs(TSP-1147): add Salesloft integration documentation Add new integration page for Salesloft covering connection setup, tool steps (people, accounts, cadences, notes, search), advanced API usage, example use cases, and FAQs. Update docs.json navigation to include Salesloft in the CRM & Sales group. Co-Authored-By: Claude Sonnet 4.6 --- docs.json | 1 + .../popular-integrations/salesloft.mdx | 195 ++++++++++++++++++ 2 files changed, 196 insertions(+) create mode 100644 integrations/popular-integrations/salesloft.mdx diff --git a/docs.json b/docs.json index c45e66b8..49ba0c42 100644 --- a/docs.json +++ b/docs.json @@ -407,6 +407,7 @@ "pages": [ "integrations/popular-integrations/hubspot", "integrations/popular-integrations/salesforce", + "integrations/popular-integrations/salesloft", "integrations/popular-integrations/apollo", "integrations/popular-integrations/lusha", "integrations/popular-integrations/zoominfo", diff --git a/integrations/popular-integrations/salesloft.mdx b/integrations/popular-integrations/salesloft.mdx new file mode 100644 index 00000000..77608d4b --- /dev/null +++ b/integrations/popular-integrations/salesloft.mdx @@ -0,0 +1,195 @@ +--- +title: "Salesloft" +description: "Connect Salesloft to Relevance AI to manage sales engagement, cadences, and contacts with your agents." +sidebarTitle: "Salesloft" +--- + +Salesloft is a sales engagement and revenue orchestration platform built for B2B sales teams. It centralizes multi-channel outreach across email, phone, and social, with cadence management as its core capability — letting sales teams run structured, repeatable engagement sequences at scale. With Relevance AI's Salesloft integration, you can build agents that enroll contacts in cadences, manage people and accounts, create notes, and coordinate outreach — all using your connected Salesloft account. + + + The Salesloft integration in Relevance AI was built by Relevance AI, and is therefore supported by our team, not Salesloft. If you have a question or issue with using Salesloft in Relevance AI, please [reach out to our support team](/get-started/support). If you have a question or issue that is only about Salesloft, you can reach out to Salesloft support directly. + + +## Connect the integration + +1. Go to the **Integrations** page in the sidebar of your Relevance AI dashboard. +2. Click on **Salesloft** from the available integrations. +3. Click **Add Integration**. +4. Enter your Salesloft API key when prompted. +5. Once authenticated, your Salesloft account will appear as a connected integration. + + + You can find your Salesloft API key in your Salesloft account under **Settings → API**. You need appropriate permissions in your Salesloft account to generate API keys. + + +## Tool steps + + + All Salesloft tool steps are currently in **beta**. Behavior may change and some edge cases may not be handled. Test your workflows thoroughly before deploying to production. + + +The Salesloft integration provides actions for people management, account management, cadence management, notes, and search. These actions can be used as tool steps in your agents' workflows. + +### People management + + + + Search for contacts and leads in Salesloft by name, email, title, or other attributes. + + + Create a new person record in Salesloft with contact details such as name, email, phone, and title. + + + Update an existing person record in Salesloft with new or corrected information. + + + Retrieve the full details for a specific person record in Salesloft by ID. + + + +### Account management + + + + Search for company accounts in Salesloft by name, domain, or other criteria. + + + Create a new company account record in Salesloft. + + + Update an existing company account record with new information. + + + Retrieve the full details for a specific account record in Salesloft by ID. + + + +### Cadence management + +Cadences are Salesloft's core feature for structured, multi-step outreach sequences. The following tool steps let your agents control who is enrolled in cadences and how. + + + + Enroll one or more people in a Salesloft cadence to begin a structured outreach sequence. + + + Remove one or more people from an active cadence, stopping further cadence steps from being executed for those contacts. + + + Retrieve a list of available cadences in your Salesloft account, including their names and status. + + + +### Notes + + + + Create a new note in Salesloft, associated with a person or account record. + + + Update the content of an existing note in Salesloft. + + + Retrieve notes from Salesloft, with optional filtering by person or account. + + + +### Search + + + + Run a broad search across Salesloft data — people, accounts, and other records — using keywords or filters. + + + + + Type "Salesloft" in the tool step search bar to see all available Salesloft actions when building your tools. + + +## Use the integration's API tool step (Advanced) + +In addition to the pre-built tool steps, you can make custom API calls to any Salesloft endpoint using the Salesloft API Call tool step. This is useful for accessing Salesloft features or data not yet covered by the pre-built actions. + +### How to use the Salesloft API Call tool step + + + + Create a new tool in Relevance AI, or open an existing tool you want to add Salesloft functionality to. + + + + 1. Scroll down to **Tool steps**. + 2. Search for **Salesloft API Call** in the tool step search bar. + 3. Add it to your workflow. + + + + Select your connected Salesloft account from the dropdown. + + + + Set the HTTP method, endpoint path, and any request body parameters. Refer to [Salesloft's API documentation](https://developers.salesloft.com/) for available endpoints and required fields. + + + + Run a test to confirm the call returns the expected data before deploying your agent. + + + +## Example use cases + + + + Build an agent that evaluates inbound leads against your qualification criteria — job title, company size, industry — then automatically creates the person in Salesloft and enrolls them in the appropriate cadence based on their profile. This removes manual triage and ensures every qualified lead enters the right sequence immediately. + + + + Deploy an agent that monitors engagement signals — email opens, replies, meeting bookings — and adjusts cadence enrollment accordingly. For example, move a contact who replies from a high-frequency prospecting cadence to a lower-frequency nurture cadence, or remove them entirely if they have already booked a call. + + + + Create an agent that coordinates multi-threaded outreach across an account. When a target account is identified, the agent searches for relevant contacts at that company, creates or updates their records in Salesloft, and enrolls each contact in role-specific cadences — ensuring consistent messaging across the buying committee. + + + + Build an agent that keeps Salesloft synchronized with your CRM. When a contact's status changes in your CRM — for example, moving from prospect to qualified lead — the agent updates the corresponding person record in Salesloft, adds a note with the status change context, and enrolls them in the next appropriate cadence. + + + +## Frequently asked questions (FAQs) + + + + Yes, you need an active Salesloft account with API access enabled. Contact your Salesloft administrator if you are unsure whether your account has API access. + + + + 1. Log in to your Salesloft account. + 2. Go to **Settings → API**. + 3. Generate a new API key or copy an existing one. + 4. Use this key when connecting Salesloft to Relevance AI. + + Keep your API key secure and do not share it publicly. + + + + Beta means the tool steps are functional but may have rough edges. Some API responses may not be fully handled, error messages may be generic, and behavior may change as we improve the integration. Test your workflows in a non-production environment before deploying agents that interact with live Salesloft data. + + + + Removing a person from a cadence stops any future cadence steps from executing for that contact. Steps that have already been completed are not reversed — for example, emails that have already been sent remain sent. The person's record in Salesloft is not affected; only their cadence enrollment changes. + + + + Yes. You can connect multiple Salesloft accounts to Relevance AI via the Integrations page. When building your tools, select the appropriate connected account from the dropdown in each tool step. + + + +## Remove Salesloft integration + +You can remove a connected Salesloft account from Relevance AI at any time: + +1. Go to the **Integrations** page from the sidebar. +2. Select **Salesloft** from the list. +3. Click **...** on the account you want to remove. +4. Click **Remove**.