Salesloft integration
Sales engagement platform for cadences, people, and revenue workflows. Use Salesloft from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 8 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Salesloft
Create Note - AndCreate Person
Zoft + Salesloft
What Zoft can do with Salesloft.
- 01Voice agentsA phone agent can use Salesloft actions such as Create Note and Create Person during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Salesloft while it talks to the customer.
- 03WorkflowsUse Salesloft as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Salesloft actions on its own, and ask for your approval before it sends or changes anything important.
Actions 8
Things Zoft can do in Salesloft.
- Get PersonFetch a single person by ID from Salesloft.
- Create NoteCreate a note associated with a person or account in Salesloft.
- List PeopleFetch a paginated list of people from Salesloft.
- Create PersonCreate a new person in Salesloft.
- List CadencesFetch a paginated list of cadences from Salesloft.
- Update PersonUpdate an existing person in Salesloft.
- Custom API CallMake a custom API call to a specific endpoint
- Add Person to CadenceAdd a person to a cadence. The person and cadence must be visible to the authenticated user.
Setup
Connect Salesloft in three steps.
- 01ConnectChoose Salesloft in Connections and paste an API key from your Salesloft account.
- 02Put it to workAdd Salesloft as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Salesloft on Zoft, answered.
What can Zoft do with Salesloft?
Zoft supports 8 actions for Salesloft. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Salesloft to Zoft?
Choose Salesloft in Connections and paste an API key from your Salesloft account.
Can a voice agent or chat agent use Salesloft?
Yes. Once Salesloft is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Salesloft without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.