How to set up Salesloft
Authentication
Salesloft uses API key authentication:- Log in to your Salesloft account
- Navigate to Settings → Integrations → API
- Generate a new API key
- Copy the API key and paste it in Cargo when connecting
Salesloft actions
Insert account
Create a new account in Salesloft. Required fields:- Name: Account name
- Domain: Account domain
- Mappings: Map additional standard fields
- Custom mappings: Map custom fields defined in your Salesloft instance
Insert person
Create a new person in Salesloft. Required fields:- Email: Person’s email address
- Mappings: Map additional standard fields
- Custom mappings: Map custom fields
Update account
Update an existing account by ID. Required fields:- ID: Salesloft account ID
- Name: Account name
- Domain: Account domain
- Mappings: Fields to update
- Custom mappings: Custom fields to update
Update person
Update an existing person by ID. Required fields:- ID: Salesloft person ID
- Mappings: Fields to update
- Custom mappings: Custom fields to update
Upsert account
Create a new account or update if it exists (matched by domain). Required fields:- Name: Account name
- Domain: Account domain
Upsert person
Create a new person or update if exists (matched by email). Required fields:- Email: Person’s email address
Delete account
Remove an account from Salesloft. Required fields:- ID: Salesloft account ID
Delete person
Remove a person from Salesloft. Required fields:- ID: Salesloft person ID
Add person to cadence
Enroll a person into a Salesloft cadence for automated outreach. Required fields:- Person ID: The Salesloft person ID
- Cadence: Select the cadence to add them to
- User: Assign to a specific sales rep
Remove person from cadence
Remove a person from an active cadence. Required fields:- ID: The cadence membership ID

