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What’s Supported

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Supported Actions

The Salesloft connector supports:
If you are using Subscribe Actions, watchFieldsAuto is required to be set to all for Salesloft subscribe actions in your manifest amp.yaml.

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Example Integration

For an example manifest file of a Salesloft integration, visit our samples repo on Github.

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Supported Objects

Refer to the Salesloft API documentation for a description of each object.
ObjectReadWriteSubscribe
Account Stages✅✅🚫
Account Tiers✅✅🚫
Accounts✅✅✅
Actions✅✅🚫
Bulk Jobs✅✅✅
Cadence Memberships✅✅✅
Cadences✅✅✅
Calendar Events✅✅🚫
Call Data Records✅✅✅
Call Dispositions✅✅🚫
Call Instructions✅✅🚫
Call Sentiments✅✅🚫
Caller Ids✅✅🚫
Calls✅✅✅
Conversation Recordings🚫🚫✅
Conversation Transcripts🚫🚫✅
Conversations✅✅✅
Crm Account Team Member Roles✅✅🚫
Crm Account Team Members✅✅🚫
Crm Activities✅✅🚫
Crm Activity Fields✅✅🚫
Crm Users✅✅🚫
Custom Fields✅✅🚫
Custom Roles✅✅🚫
Email Template Attachments✅✅🚫
Email Templates✅✅🚫
Emails✅✅✅
Groups✅✅🚫
Imports✅✅🚫
Links🚫🚫✅
Meetings✅✅✅
Notes✅✅✅
Opportunities✅✅🚫
Opportunity And Person Associations✅✅🚫
Opportunity Stages✅✅🚫
Past Activities✅✅🚫
Pending Emails✅✅🚫
People✅✅✅
Person Stages✅✅🚫
Phone Number Assignments✅✅🚫
Play Registrations✅✅🚫
Requests✅✅🚫
Saved List Views✅✅🚫
Signal Registrations✅✅🚫
Steps✅✅✅
Successes✅✅✅
Tasks✅✅✅
Team Configurations✅✅🚫
Team Mappings✅✅🚫
Team Tags✅✅🚫
Team Template Attachments✅✅🚫
Team Templates✅✅🚫
Transcriptions✅✅🚫
Users✅✅✅
Webhook Subscriptions✅✅🚫

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Before You Get Started

Before creating a Salesloft app, you need to sign up for a Salesloft Developer License. This license grants you the access and permissions needed to set up your development environment and manage your Salesloft applications. To get started, simply contact the Salesloft team at partners@salesloft.com and get your Developer License. After your account is set up, you will need to create a Salesloft app and acquire the following credentials from your Salesloft app:
  • Client ID
  • Client Secret
You will then use these credentials to connect your application to Ampersand.

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Creating a Salesloft App

Once your Salesloft account is ready, you need to create a Salesloft application.
  1. Log in to your Salesloft account.
  2. Navigate to Salesloft OAuth Applications. You can do this by selecting the OAuth Applications section from your Salesloft developer dashboard.
  3. If this is your first app, click Create your first app. Click Create New under OAuth applications if you have already created an app before.
  4. Enter the following details for the new app:
    • Name: The name of your product
    • Redirect URI: https://api.withampersand.com/callbacks/v1/oauth
    • Application Type: select “Yes, this will be a public application”
  5. Once the app is created, note down the Application ID and Secret. You will need these to connect your app with Ampersand.

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Add Salesloft App Details in Ampersand

  1. Log in to your Ampersand Dashboard.
  2. Select the project where you want to add the Salesloft App.
  3. Select Provider apps.
  4. Select Salesloft from the Provider list.
  5. Enter the previously obtained Application ID in the Client ID field, the Secret in the Client Secret field, and the requested scopes in the Permissions field. See Salesloft API Scopes for more details on available scopes. If you are using Subscribe Actions, you will need additional scopes for webhooks; see Salesloft Webhook Event Types for more information. Add Salesloft App Details
  6. Click Save Changes.

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Using the connector

To start integrating with Salesloft: