This article covers every workflow action available through the Salesloft integration — creating and retrieving accounts and people, looking up users, and managing cadence memberships. The list of actions and their use cases are available here
Validation note legend
| Term | Meaning |
|---|---|
| Required | The field must be filled in for the action to run. |
| Optional | The field can be left blank; the action will still run. |
| Text | A plain text entry. |
| Searchable lookup | A field that accepts multiple identifier formats (ID, name, email, domain) and resolves to the correct record automatically, with autocomplete support. |
Account Actions
Create an Account
Creates a new account (company) record in Salesloft. Only the account name and domain are required — all other fields are optional and are only sent to Salesloft if a value is provided.
| Field | Description | Validation |
|---|---|---|
| Name | The account/company name. | Required · Text |
| Domain | The company's domain (for example, example.com). Used as the unique identifier for the account in Salesloft. |
Required · Text |
| Description | A short description of the account. | Optional · Text |
| Phone | The main phone number for the account. | Optional · Text |
| Website | The company's website URL. | Optional · Text |
| LinkedIn URL | The company's LinkedIn profile URL. | Optional · Text |
| City | The city where the account is located. | Optional · Text |
| State | The state or region. | Optional · Text |
| Postal Code | The postal/ZIP code. | Optional · Text |
| Country | The country. | Optional · Text |
Fetch an Account
Retrieves an existing Salesloft account record and returns its details — ID, name, domain, description, phone, website, LinkedIn URL, address fields, and more.
| Field | Description | Validation |
|---|---|---|
| Account | The account to look up. Accepts a numeric Salesloft account ID, the account name, or the domain URL. The integration searches the synced account list for a name or domain match and fetches by ID. | Required · Searchable lookup |
Person Actions
Create a Person
Creates a new person (contact/prospect) record in Salesloft. Only the email address is required — all other fields are optional.
| Field | Description | Validation |
|---|---|---|
| Email Address | The person's email address. Used as the primary identifier in Salesloft. | Required · Text |
| First Name | The person's first name. | Optional · Text |
| Last Name | The person's last name. | Optional · Text |
| Office Phone | The person's office phone number. | Optional · Text |
| Phone Extension | The phone extension to use with the office number. | Optional · Text |
| LinkedIn URL | The person's LinkedIn profile URL. | Optional · Text |
| Job Title | The person's job title. | Optional · Text |
| City | The city where the person is located. | Optional · Text |
| State | The state or region. | Optional · Text |
| Country | The country. | Optional · Text |
Fetch a Person
Retrieves an existing Salesloft person record and returns their details — ID, display name, email, phone, job title, LinkedIn URL, location fields, and more.
| Field | Description | Validation |
|---|---|---|
| Person | The person to look up. Accepts a numeric Salesloft person ID (fetched directly), an email address (searched by exact match), or a first name (searched by first name). The first matching result is returned. | Required · Searchable lookup |
User Actions
Fetch User
Retrieves a Salesloft user record and returns their details — user ID, GUID, name, email, and job role.
| Field | Description | Validation |
|---|---|---|
| User | The user to look up. Accepts a numeric Salesloft user ID (fetched directly), a GUID (searched by GUID), or an email address (searched by email). The first matching result is returned. | Required · Searchable lookup |
Cadence Actions
Create Cadence Membership
Adds a person to a Salesloft cadence, creating a new cadence membership. The response includes the membership ID, its initial state, and the IDs of the person, cadence, and assigned user.
| Field | Description | Validation |
|---|---|---|
| Person | The person to enrol in the cadence. Accepts a numeric person ID, the person's first name, or their email address. Resolved to a numeric ID via a live people search. | Required · Searchable lookup |
| Cadence | The cadence to add the person to. Accepts a numeric cadence ID or the cadence name. Resolved from the account's synced cadence list. | Required · Searchable lookup |
Remove Person from Cadence
Removes a person from a Salesloft cadence by deleting their cadence membership. The integration first looks up the active membership record for the given person-and-cadence pair, then deletes it. The response confirms the cadence ID and person ID that were dissociated.
| Field | Description | Validation |
|---|---|---|
| Person | The person to remove from the cadence. Accepts a numeric person ID, the person's first name, or their email address. Resolved the same way as in Create Cadence Membership. | Required · Searchable lookup |
| Cadence | The cadence to remove the person from. Accepts a numeric cadence ID or the cadence name. Resolved from the synced cadence list. | Required · Searchable lookup |
Note: Remove Person from Cadence only succeeds if an active membership exists for the given person and cadence. If the person was never added to that cadence, or has already been removed, the action fails rather than silently succeeding.
Your workflow can now create and look up Salesloft accounts, people, and users, and manage cadence memberships. Next, see how to add an action to a workflow to use one of these actions as a step in your workflow builder.