Salesloft
Salesloft tracks how reps work their accounts: people records, the cadences they are placed in, every email and call with its result, and opportunities synced from the CRM. A revenue operations team that keeps this activity in DataMind can measure cadence performance by segment over long periods, and test whether more touches actually create more pipeline or just more noise.
- Category
- CRM & Sales
- Type
- Sales engagement
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, API key
02Data
What you can sync.
- People
- Cadences
- Calls
- Emails
- Activities
- Opportunities
Join Salesloft people with billing, support and product usage to see each account in full.
Need more? Name any other Salesloft data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- An API key
Salesloft uses OAuth 2.0 (client ID, client secret, refresh token) or an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Salesloft if you need help.
04Questions
Questions you can answer.
Once Salesloft data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- Which cadences produce replies and meetings per hundred people enrolled, by industry and seniority?
- How many touches does a person receive before replying, and which cadence step draws the bulk of replies?
- What is the connect rate on calls by hour of day and by rep?
- Which reps' email activity rose this quarter while opportunities created stayed flat?
- Which cadences have high bounce rates on their first email step?
05How it works
How it works in DataMind.
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Pick Salesloft.
Open Lake, pick Salesloft in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Salesloft API docs.
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Answer a few questions.
The AI reads the Salesloft documentation, then asks which credentials you will use, which data to sync (for example people and cadences), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Salesloft data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with Salesloft.
Sources teams join with Salesloft in the Warehouse, each one connected the same way.
