This article describes the actions available when you connect Salesloft to HappyFox Workflows, and lists the sales engagement operations you can automate with this integration.
Triggers
The Salesloft integration does not provide triggers. Workflows that include Salesloft actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
Salesloft actions let you create and retrieve accounts, people, and users, and manage cadence membership — directly from a workflow step, keeping your sales engagement platform in sync with support activity.
Accounts and people
| Action | What it does |
|---|---|
| Create an Account | Creates a new account record in Salesloft. |
| Fetch an Account | Retrieves the details of a specified Salesloft account for use in subsequent workflow steps. |
| Create a Person | Creates a new person record in Salesloft. |
| Fetch a Person | Retrieves the details of a specified Salesloft person for use in subsequent workflow steps. |
Cadence management
| Action | What it does |
|---|---|
| Create Cadence membership | Adds a specified person to a Salesloft cadence, enrolling them in the cadence's outreach sequence. |
| Remove Person from Cadence | Removes a specified person from a Salesloft cadence, stopping any pending cadence steps for that person. |
User lookup
| Action | What it does |
|---|---|
| Fetch User | Retrieves the details of a specified Salesloft user — such as their name, email, and role — for use in subsequent workflow steps. |
Use cases
Create a Salesloft person when a new contact raises a ticket: When a ticket is created by a contact who does not yet exist in Salesloft, automatically create a person record using the contact's name and email from the ticket — keeping the sales team's outreach platform current without manual data entry.
Enrol a person in a cadence after a successful support interaction: When a ticket is resolved with a positive outcome — such as a customer expressing interest in upgrading — automatically add the contact to a targeted Salesloft cadence, triggering the sales team's follow-up sequence at the right moment.
Remove a contact from a cadence when an issue is escalated: When a ticket is escalated or marked as a complaint, automatically remove the contact from any active Salesloft cadence — pausing outreach while the issue is being resolved to avoid sending sales emails during a live support dispute.
Fetch account details to enrich a ticket with sales context: When a ticket is created by a contact at a known account, use Fetch an Account to retrieve the Salesloft account details — such as the account owner and account tier — and add them as a private note on the ticket, giving the support agent commercial context before responding.
Create a Salesloft account when a new company raises a ticket: When a ticket is received from a company that does not yet have a Salesloft account record, automatically create the account using the company name and domain from the ticket — ensuring the sales team has an account record to work from without waiting for manual CRM updates.