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Celonis Product Documentation

SalesLoft

The SalesLoft modules enable you to search, or retrieve cadences, and search, retrieve, create, or delete cadence memberships in your SalesLoft account.

Getting Started with SalesLoft

Prerequisites

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting SalesLoft to Make

1. Go to Make and open the SalesLoft module's Create a connection dialog.

2. Enter a name for the connection to the Connection name field and click Continue.

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After you click the Continue button, Make will redirect you to the SalesLoft website and establish a connection.

The connection has been established. You can proceed with setting up the module.

Cadences
Search Cadences

Retrieves cadences based on filter settings.

Connection

Establish a connection to your SalesLoft account.

Name

Enter the exact cadence name to filter returned cadences by.

Team Cadence

Enable this option to return only team cadences.

Shared

Enable this option to return only shared cadences.

Owned by GUID

Select (or map) the owner's GUID to filter returned cadences by.

People Addable

Select the Yes option to return cadences where it is possible to add people to.

Sort by

Select whether to sort key by Created at or Updated at.

Sort Direction

Select whether to return cadences in ascending or descending order.

Filter

Filter returned cadences by the Updated at field. You can use the Add AND rule button (61e074b75f989.png) to filter by the date range.

Limit

Set the maximum number of cadences Maket will return during one execution cycle.

Get Steps in a Cadence

Retrieves steps from a specified cadence.

Connection

Establish a connection to your SalesLoft account.

Cadence ID

Select the cadence or enter (map) the cadence ID you want to retrieve steps for.

Has Due Actions

Enable this option to return only steps that have due action.

Sort by

Select whether to sort key by Created at or Updated at.

Sort Direction

Select whether to return steps in ascending or descending order.

Limit

Select the Yes option to return steps where it is possible to add people to.

Get a Cadence

Retrieves cadence details.

Connection

Establish a connection to your SalesLoft account.

Cadence ID

Select the cadence or enter (map) the cadence ID you want to retrieve details for.

Cadence Membership
Search Cadence Memberships

Retrieves cadence memberships based on filter settings.

Connection

Establish a connection to your SalesLoft account.

Person ID

Select the person or enter the ID of the person to return cadence memberships for.

Cadence ID

Select the cadence or enter (map) the cadence ID you want to retrieve cadence memberships for.

Filter

Filter returned cadence memberships by the Updated at field. You can use the Add AND rule button (61e074b75f989.png) to filter by the date range.

Currently on a Cadence

                           Select the Yes option to return only cadence memberships for people currently on cadences.
Select the No option to return cadence memberships for people who have been removed from or have completed a cadence.
                        

Sort by

Select whether to sort by Created at or Updated at fields. Default = Updated at .

Sort Direction

Select whether to return cadence memberships in ascending or descending order.

Limit

Set the maximum number of cadences Make will return during one execution cycle.

Get a Cadence Membership

Retrieves cadence membership details.

Connection

Establish a connection to your SalesLoft account.

Cadence Membership ID

Select the cadence membership or enter (map) the cadence membership ID you want to retrieve details for.

Create a Cadence Membership

Adds a person to a cadence.

Connection

Establish a connection to your SalesLoft account.

Person ID

Select the person or enter (map) the person ID you want to add to the cadence.

Cadence ID

Select the cadence or enter (map) the cadence ID where you want to add the user to.

User ID

                        Select the user or enter (map) the user ID you want to add to the cadence. Can be set to any visible user on the authenticated team.
A person cannot be added to a cadence on behalf of a teammate unless the cadence is a team cadence, or the cadence is owned by the teammate.
                     
People
Get a Person

Retrieves details of the specified person.

Connection

Establish a connection to your SalesLoft account.

Person ID

Select the person or enter (map) the person ID you want to retrieve details for.

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your SalesLoft account.

URL

Enter a path relative to https://api.salesloft.com .

or example: /v2/cadences.json

For the list of available endpoints, refer to the SalesLoft API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we added those for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Persons

The following API call returns the first page (limited to 25 persons) of all persons in your SalesLoft account:

URL :

/v2/people.json

Method :

GET

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The result can be found in the module's Output under Bundle > Body > data.

In our example, the first 25 contacts were returned:

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