SalesLoft Platform

OpenAPI apis-guru customer_relation

SalesLoft helps transform sales teams into modern sales organizations - converting more target accounts into customer accounts

Homepage: https://api.apis.guru/v2/specs/salesloft.com/v2.json
Provider: salesloft.com
OpenAPI version: 2.0
Spec (JSON): https://api.apis.guru/v2/specs/salesloft.com/v2/openapi.json
Spec (YAML): https://api.apis.guru/v2/specs/salesloft.com/v2/openapi.yaml

Tools (120)

Extracted live via the executor SDK.

accounts.deleteV2AccountsIdJson

Deletes an account. This operation is not reversible without contacting support. This operation can be called multiple times successfully.
Deleting an account will remove all connected people from that account.
accounts.getV2AccountsIdJson

Fetches an account, by ID only.
accounts.getV2AccountsJson

Fetches multiple account records. The records can be filtered, paged, and sorted according to the respective parameters.
accounts.postV2AccountsJson

Creates an account.
"domain" must be unique on the current team.
accounts.putV2AccountsIdJson

Updates an account.
"domain" must be unique on the current team.
accountStages.getV2AccountStagesIdJson

Fetches an account stage, by ID only.
accountStages.getV2AccountStagesJson

Fetches multiple account stage records. The records can be filtered, paged, and sorted according to the respective parameters.
accountTiers.getV2AccountTiersIdJson

Fetches an account tier, by ID only.
accountTiers.getV2AccountTiersJson

Fetches multiple account tier records. The records can be filtered, paged, and sorted according to the respective parameters.
accountUpsert.postV2AccountUpsertsJson

Upserts an account record. The upsert_key dictates how the upsert will be performed. The create and update behavior is exactly the same as the individual create and update endpoints.
actionDetailsCallInstructions.getV2ActionDetailsCallInstructionsIdJson

Fetches a call instruction, by ID only.
actionDetailsCallInstructions.getV2ActionDetailsCallInstructionsJson

Fetches multiple call instruction records. The records can be filtered, paged, and sorted according to the respective parameters.
actions.getV2ActionsIdJson

Fetches an action, by ID only. This endpoint will only return actions that are in_progress or pending_activity. Once an action is complete, the request for that action will return a 404 status code.
actions.getV2ActionsJson

Fetches multiple action records. The records can be filtered, paged, and sorted according to the respective parameters. Only actions that are currently "in_progess" will be returned by this endpoint.
If the requester is not an admin, this endpoint will only return actions belonging to the requester. If the request is an admin, this endpoint will return actions for the entire team. Additionaly, an admin may use the user_guid parameter to request actions that belong to specific users on the team.
activities.postV2ActivitiesJson

Creates an activity. An activity will mark the associated action as completed. Currently, only certain action types can have an activity explicitly created for them.
activityHistories.getV2ActivityHistories

Fetches all of the customer's past activities for your application. Returns all the Activities that are found on the Salesloft Activity Feed. .
bulkJobs.getV2BulkJobs

Fetches multiple bulk job records. The records can be filtered, paged, and sorted according to the respective parameters.
bulkJobs.getV2BulkJobsId

Fetches a bulk job, by ID only.
bulkJobs.postV2BulkJobs

Creates a bulk job. The type of the bulk job must be included when created.
For additional information on creating bulk jobs, the types of supported bulk jobs, and examples of the bulk job flow, visit the .
bulkJobs.putV2BulkJobsId

Updates a bulk job's name and / or marks a bulk job as 'ready_to_execute'. May only be updated if the bulk job is still in an "open" state.
For additional information on creating bulk jobs, the types of supported bulk jobs, and examples of the bulk job flow, visit the .
bulkJobsJobData.getV2BulkJobsBulkJobsIdJobData

Fetches multiple job data records for a given bulk job. Pagination is not supported, but cursor based polling is via use of the id[gt] filter. Pass the last id seen (i.e. id[gt]=1234) in order to get the next batch of records.
bulkJobsJobData.postV2BulkJobsBulkJobsIdJobData

Upload job data for the specified bulk job. Upload an array of objects, where element contains the parameters necessary to execute the individual calls. Each call to this endpoint can handle up to 5,000 records at a time. There is no limit to how many times you can create job data for a given bulk job.
For additional information on creating bulk jobs, the types of supported bulk jobs, and examples of the bulk job flow, visit the .
bulkJobsResults.getV2BulkJobsBulkJobsIdResults

Fetches multiple job data records for a completed bulk job. Note that until a bulk job's state is set to done the returned data will be an empty array. Pagination is not supported, but cursor based polling is via use of the id[gt] filter. Pass the last id seen (i.e. id[gt]=1234) in order to get the next batch of records.
cadenceExports.getV2CadenceExportsIdJson

Exports a cadence as JSON.
cadenceImports.postV2CadenceImportsJson

New cadences can be created or steps can be imported onto existing cadences which do not have steps. .
cadenceMemberships.deleteV2CadenceMembershipsIdJson

Cadence Membership
cadenceMemberships.getV2CadenceMembershipsIdJson

Fetches a cadence membership, by ID only.
cadenceMemberships.getV2CadenceMembershipsJson

Fetches multiple cadence membership records. The records can be filtered, paged, and sorted according to the respective parameters. A cadence membership is the association between a person and their current and historical time on a cadence. Cadence membership records are mutable and change over time. If a person is added to a cadence and re-added to the same cadence in the future, there is a single membership record.
cadenceMemberships.postV2CadenceMembershipsJson

Adds a person to a cadence. person_id and cadence_id are required, and must be visible to the authenticated user. user_id will default to the authenticated user, but 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, the cadence is owned by the teammate, or the teammate has the Personal Cadence Admin permission.
cadences.getV2CadencesIdJson

Fetches a cadence, by ID only.
cadences.getV2CadencesJson

Fetches multiple cadence records. The records can be filtered, paged, and sorted according to the respective parameters.
calendarEvents.getV2CalendarEvents

Returns all calendar events, paginated and filtered by the date.
calendarEvents.postV2CalendarEventsUpsert

Upserts a calendar event object. Upsert key is a combination of id and i_cal_uid scoped to the given calendar_id. Bulk operations: This endpoint is used for bulk operations, see for integration instructions. Use calendar/events/upsert as an event type, and this spec as a data spec. This endpoint should be used directly for the time sensitive calendar event updates.
callDataRecords.getV2CallDataRecordsIdJson

Fetches a call data record, by ID only.
callDataRecords.getV2CallDataRecordsJson

Fetches multiple call data records. The records can be filtered, paged, and sorted according to the respective parameters.
Call data records are records of all inbound and outbound calls through Salesloft. A call data record may be associated with a call, but does not have to be.
callDispositions.getV2CallDispositionsJson

Fetches multiple call disposition records. The records can be sorted according to the respective parameters. Call dispositions must be configured in application. This will change in the future, but please contact us if you have a pressing use case.
callerIDs.getV2PhoneNumbersCallerIdsJson

Each entry is a possible caller ID match for the number. Multiple entries may be returned if the phone number is present on more than one person in the system. Phone number should be in E.164 format.
calls.getV2ActivitiesCallsIdJson

Fetches a call, by ID only.
calls.getV2ActivitiesCallsJson

Fetches multiple call records. The records can be filtered, paged, and sorted according to the respective parameters.
calls.postV2ActivitiesCallsJson

Creates a call. The parameters of this endpoint can be used to create an action and ensure that the CRM Task is mapped correctly.
callSentiments.getV2CallSentimentsJson

Fetches multiple call sentiment records. The records can be sorted according to the respective parameters. Call sentiments must be configured in application. This will change in the future, but please contact us if you have a pressing use case.
conversationsCalls.postV2ConversationsCalls

Enqueue a Conversations Call for processing
crmActivities.getV2CrmActivitiesIdJson

Fetches a crm activity, by ID only.
crmActivities.getV2CrmActivitiesJson

Fetches multiple crm activity records. The records can be filtered, paged, and sorted according to the respective parameters.
crmActivityFields.getV2CrmActivityFieldsJson

Fetches multiple crm activity field records. The records can be filtered, paged, and sorted according to the respective parameters.
crmUsers.getV2CrmUsersJson

Crm Users
customFields.deleteV2CustomFieldsIdJson

Deletes a custom field.
customFields.getV2CustomFieldsIdJson

Fetches a custom field, by ID only.
customFields.getV2CustomFieldsJson

Fetches multiple custom field records. The records can be filtered, paged, and sorted according to the respective parameters.
customFields.postV2CustomFieldsJson

Creates a custom field.
customFields.putV2CustomFieldsIdJson

Update a custom field.
emails.getV2ActivitiesEmailsIdJson

Fetches an email, by ID only.
emails.getV2ActivitiesEmailsJson

Fetches multiple email records. The records can be filtered, paged, and sorted according to the respective parameters.
emailTemplateAttachments.getV2EmailTemplateAttachmentsJson

Fetches multiple email template attachment records. The records can be filtered and paged according to the respective parameters.
emailTemplates.getV2EmailTemplatesIdJson

Fetches an email template, by ID only.
emailTemplates.getV2EmailTemplatesJson

Fetches multiple email template records. The records can be filtered, paged, and sorted according to the respective parameters.
externalEmails.postV2ExternalEmailsJson

Creates an external email object.
groups.getV2GroupsIdJson

Fetches a group, by ID only.
groups.getV2GroupsJson

Fetches multiple group records. The records can be filtered, and sorted according to the respective parameters.
imports.deleteV2ImportsIdJson

Deletes an import, by ID only. The associated people can be deleted as part of the deletion process.
Admin users can access imports for the entire team, but non-admin users can only access their own imports.
imports.getV2ImportsIdJson

Fetches an import, by ID only.
Admin users can access imports for the entire team, but non-admin users can only access their own imports.
imports.getV2ImportsJson

Fetches multiple imports.
imports.postV2ImportsJson

Creates an import.
imports.putV2ImportsIdJson

Updates an import, by ID only.
Admin users can access imports for the entire team, but non-admin users can only access their own imports.
liveFeedItems.postV2ThirdPartyLiveFeedItems

Creates a live feed item that can be sent to users. May only be used by whitelisted Frontend Integrations. Reference the Salesloft App Directory and Frontend Integrations sections for additional details.
liveWebsiteTrackingParameters.postV2LiveWebsiteTrackingParametersJson

Creates a Live Website Tracking parameter to identify a person
me.getV2MeJson

Authenticated user information. This endpoint does not accept any parameters as it is represents your authenticated user. The "Users" resource provides user information for other users on the team.
meetings.getV2MeetingsJson

Fetches multiple meeting records. The records can be filtered, paged, and sorted according to the respective parameters. Meetings resource is responsible for events created via the Salesloft platform using calendaring features. These events can relate to cadences, people, and accounts.
meetings.putV2MeetingsIdJson

Updates a meeting, by ID only.
meetingSettings.putV2MeetingsSettingsIdJson

Updates a meeting setting, by ID only.
meetingsSettingsSearches.postV2MeetingsSettingsSearchesJson

Fetches multiple meeting setting records. The records can be filtered, paged, and sorted according to the respective parameters.
mimeEmailPayloads.getV2MimeEmailPayloadsIdJson

Fetch the MIME content for email.
notes.deleteV2NotesIdJson

Deletes a note owned by authorized account. This operation is not reversible without contacting support. This operation can be called multiple times successfully.
notes.getV2NotesIdJson

Fetches a note, by ID only.
notes.getV2NotesJson

Fetches multiple note records. The records can be filtered, paged, and sorted according to the respective parameters.
notes.postV2NotesJson

Creates a note.
notes.putV2NotesIdJson

Updates a note. Any changes to the note or associated records will not reflect in your CRM.
ongoingActions.postV2OngoingActionsJson

Creates an ongoing action. An ongoing action is an action that is not yet completed, but progress has been made towards the completion. The user should not need to do anything for an ongoing action to be completed. An ongoing action can be later completed by creating an activity.
Ongoing actions are marked as status=pending_activity.
pendingEmails.getV2PendingEmailsJson

Fetches a list of emails ready to be sent by an external email service.
pendingEmails.putV2PendingEmailsIdJson

Updates the status of an email sent by an External Email Client. Does not affect lofted emails.
people.deleteV2PeopleIdJson

Deletes a person. This operation is not reversible without contacting support. This operation can be called multiple times successfully.
people.getV2PeopleIdJson

Fetches a person, by ID only.
people.getV2PeopleJson

Fetches multiple person records. The records can be filtered, paged, and sorted according to the respective parameters.
people.postV2PeopleJson

Creates a person. Either email_address or phone/last_name must be provided as a unique lookup on the team.
people.putV2PeopleIdJson

Updates a person.
personStages.deleteV2PersonStagesIdJson

Deletes a person stage. This operation is not reversible without contacting support. This operation can be called multiple times successfully.
personStages.getV2PersonStagesIdJson

Fetches a person stage, by ID only.
personStages.getV2PersonStagesJson

Fetches multiple person stage records. The records can be filtered, paged, and sorted according to the respective parameters.
personStages.postV2PersonStagesJson

Creates a person stage.
personStages.putV2PersonStagesIdJson

Updates a person stage.
personUpsert.postV2PersonUpsertsJson

Upserts a person record. The upsert_key dictates how the upsert will be performed. The create and update behavior is exactly the same as the individual create and update endpoints.
phoneNumberAssignments.getV2PhoneNumberAssignmentsIdJson

Fetches a phone number assignment, by ID only.
phoneNumberAssignments.getV2PhoneNumberAssignmentsJson

Fetches multiple phone number assignment records. The records can be filtered, paged, and sorted according to the respective parameters.
recordingSettings.getV2PhoneNumbersRecordingSettingsIdJson

Fetches the recording status for a given phone number, based on Do Not Record and Recording Governance for your team. Phone number should be in E.164 format.
savedListViews.deleteV2SavedListViewsIdJson

Deletes a saved list view. This operation is not reversible without contacting support. This operation can be called multiple times successfully.
savedListViews.getV2SavedListViewsIdJson

Fetches a saved list view, by ID only.
savedListViews.getV2SavedListViewsJson

Fetches multiple saved list view records. The records can be filtered, paged, and sorted according to the respective parameters.
savedListViews.postV2SavedListViewsJson

Creates a saved list view.
savedListViews.putV2SavedListViewsIdJson

Updates a saved list view.
steps.getV2StepsIdJson

Fetches a step, by ID only.
steps.getV2StepsJson

Fetches multiple step records. The records can be filtered, paged, and sorted according to the respective parameters.
successes.getV2SuccessesJson

Fetches multiple success records. The records can be filtered, paged, and sorted according to the respective parameters.
tags.getV2TagsJson

Fetches a list of the tags used for a team. The records can be filtered, paged, and sorted according to the respective parameters.
Tags can be applied to mulitple resource types.
tasks.getV2TasksIdJson

Fetches a task, by ID only.
tasks.getV2TasksJson

Fetches multiple task records. The records can be filtered, paged, and sorted according to the respective parameters.
tasks.postV2TasksJson

Creates a task.
tasks.putV2TasksIdJson

Updates a task.
team.getV2TeamJson

Fetches the team of the authenticated user.
teamTemplateAttachments.getV2TeamTemplateAttachmentsJson

Fetches multiple team template attachment records. The records can be filtered and paged according to the respective parameters.
teamTemplates.getV2TeamTemplatesIdJson

Fetches a team template, by ID only.
teamTemplates.getV2TeamTemplatesJson

Fetches multiple team template records. The records can be filtered, paged, and sorted according to the respective parameters.
Team templates are templates that are available team-wide. Admins may use team templates to create original content for the entire team, monitor version control to ensure templates are always up to date, and track template performance across the entire organization. All metrics on a team template reflect usage across the team; individual metrics can be found with the email_templates API endpoint.
users.getV2UsersIdJson

Fetches a user, by ID only.
users.getV2UsersJson

Non Admin: Lists only your user, or all on team depending on group visibility policy Team Admin: Lists users associated with your team
webhookSubscriptions.deleteV2WebhookSubscriptionsId

Deletes a webhook subscription. This operation is not reversible without contacting support. This operation can be called multiple times successfully.
webhookSubscriptions.getV2WebhookSubscriptions

Fetches all of the customer's webhook subscriptions for your application.
webhookSubscriptions.getV2WebhookSubscriptionsId

Fetches a webhook subscription, by ID only.
webhookSubscriptions.postV2WebhookSubscriptions

Creates a webhook subscription. Visit the for additional details and a list of available webhooks. Request must be made with a valid Oauth token or API key.
webhookSubscriptions.putV2WebhookSubscriptionsId

Updates a webhook subscription. Request must be made with a valid Oauth token or API key.
openapi.previewSpec

Preview an OpenAPI document before adding it as a source
openapi.addSource

Add an OpenAPI source and register its operations as tools