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10 Oct 24

Workflows & Salesloft Integration

Workflows can now integrate with Salesloft. Salesloft orchestrates collaboration between buying groups and the sales teams – from first touch to upsell to renewal.

With this integration, the following actions can be perfomed in Salesloft directly from Workflows:

  • Create Account: Add new accounts to Salesloft.
  • Fetch Account: Retrieve details of existing accounts.
  • Create Person: Add new leads or contacts to Salesloft.
  • Fetch Person: Access details of existing leads or contacts.
  • Fetch User: Get information about specific Salesloft users.
  • Create Cadence Membership: Add a person in a sales cadence.
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