Links

Salesloft

Connect to Salesloft

1. Go to the Resources page and click the
button.
2. Select Salesloft.
3. Enter your account credentials and click Connect. Please follow the instructions here to get credentials.
  • Client ID
  • Client Secret
  • Refresh Token
  • Start Date: Retrieve data after this date. The date should be UTC date and time in the format 2017-01-25T00:00:00Z.
4. Choose tables to import and click Finish Setup.
5. You will see a
icon next to your resource. It may take a few minutes to several hours depending on the data size and the number of your tables. Once your data is ready, you will receive a notification email.

Supported table

  • CadenceMemberships
  • Cadences
  • People
  • Users
  • Emails
  • Account Stages
  • Account Tiers
  • Accounts
  • Actions
  • Calls
  • Emails Templates
  • Emails Template Attachements
  • Imports
  • Notes
  • Person Stages
  • Phone Number Assignments
  • Steps
  • Team Templates
  • Team Template Attachements
  • CRM Activities
  • CRM Users
  • Groups
  • Successes