# Linking Salesloft as a source - Docs

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Let AI connect your sources for you

Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.

`npx @posthog/wizard warehouse`

[Learn more](/wizard.md)

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**Alpha release**

This source is currently in **alpha**. The interface and available tables may change.

The Salesloft connector pulls your Salesloft sales engagement data – accounts, people, cadences, activities, and more – into the PostHog data warehouse.

## Adding a data source

1.  Go to the [sources tab](https://app.posthog.com/data-management/sources) of the data pipeline section in PostHog.
2.  Click **\+ New source** and then click **Link** next to Salesloft.
3.  Next, you need an API key from Salesloft. In your [Salesloft account](https://accounts.salesloft.com/oauth/applications), go to **Settings → Integrations → API** and create an API key. Copy the **API key** (a Bearer token).
4.  Back in PostHog, enter the key in the `API key` field and click **Next**.
5.  Select the tables you want to sync, set the sync method and frequency, then click **Import**.

Once the syncs are complete, you can start using Salesloft data in PostHog.

## Available tables

| Table | Description | Sync method |
| --- | --- | --- |
| accounts | Accounts in your Salesloft instance | Incremental |
| account_stages | Account stages | Incremental |
| actions | Actions | Incremental |
| cadences | Cadences | Incremental |
| cadence_memberships | Cadence memberships | Incremental |
| call_data_records | Call data records | Incremental |
| calls | Call activities | Incremental |
| crm_activities | CRM activities | Incremental |
| emails | Email activities | Incremental |
| email_templates | Email templates | Incremental |
| notes | Notes | Incremental |
| people | People | Incremental |
| successes | Successes | Incremental |
| team_templates | Team templates | Incremental |
| account_tiers | Account tiers | Full refresh |
| call_dispositions | Call dispositions | Full refresh |
| call_sentiments | Call sentiments | Full refresh |
| crm_users | CRM users | Full refresh |
| custom_fields | Custom fields | Full refresh |
| email_template_attachments | Email template attachments | Full refresh |
| groups | Groups | Full refresh |
| imports | Imports | Full refresh |
| meetings | Meetings | Full refresh |
| person_stages | Person stages | Full refresh |
| phone_number_assignments | Phone number assignments | Full refresh |
| steps | Cadence steps | Full refresh |
| team_template_attachments | Team template attachments | Full refresh |
| users | Users | Full refresh |

**Incremental** tables sync only new or updated records on each run. **Full refresh** tables reload all data on each sync.

## Configuration

| Option | Type | Required |
| --- | --- | --- |
| API key | password | Yes |

## Supported tables

| Table | Description | Sync method | Incremental field | Primary key |
| --- | --- | --- | --- | --- |
| accounts | A company or organization that people in Salesloft belong to. | Incremental, Full refresh | updated_at | — |
| account_stages | A stage that an account can be assigned to, representing its position in a workflow. | Incremental, Full refresh | updated_at | — |
| actions | A pending step in a cadence that a user needs to complete for a person. | Incremental, Full refresh | updated_at | — |
| cadences | A sequence of automated and manual outreach steps run against people. | Incremental, Full refresh | updated_at | — |
| cadence_memberships | The relationship between a person and a cadence they are enrolled in. | Incremental, Full refresh | updated_at | — |
| call_data_records | A record of a call's metadata, including duration and recording details. | Incremental, Full refresh | updated_at | — |
| calls | A logged phone call activity made through Salesloft. | Incremental, Full refresh | updated_at | — |
| crm_activities | An activity synced to the connected CRM, such as a logged call or email. | Incremental, Full refresh | updated_at | — |
| emails | A logged email activity sent through Salesloft. | Incremental, Full refresh | updated_at | — |
| email_templates | A reusable email template used in cadences and one-off sends. | Incremental, Full refresh | updated_at | — |
| notes | A note recorded against a person or account. | Incremental, Full refresh | updated_at | — |
| people | An individual contact tracked in Salesloft. | Incremental, Full refresh | updated_at | — |
| successes | A recorded success outcome for a person, such as a positive reply or meeting. | Incremental, Full refresh | updated_at | — |
| team_templates | An email template shared and managed at the team level. | Incremental, Full refresh | updated_at | — |
| account_tiers | A tier used to classify the importance of accounts. | Full refresh | — | — |
| call_dispositions | A possible outcome that can be recorded for a call. | Full refresh | — | — |
| call_sentiments | A possible sentiment that can be recorded for a call. | Full refresh | — | — |
| crm_users | A user record synced from the connected CRM. | Full refresh | — | — |
| custom_fields | A custom field definition that can be applied to people, companies, or opportunities. | Full refresh | — | — |
| email_template_attachments | A file attached to an email template. | Full refresh | — | — |
| groups | A group of users within the Salesloft team. | Full refresh | — | — |
| imports | A batch import of people into Salesloft. | Full refresh | — | — |
| meetings | A scheduled meeting booked through Salesloft. | Full refresh | — | — |
| person_stages | A stage that a person can be assigned to, representing their lifecycle position. | Full refresh | — | — |
| phone_number_assignments | The assignment of a phone number to a user for calling. | Full refresh | — | — |
| steps | A single step within a cadence (an email, call, or other action). | Full refresh | — | — |
| team_template_attachments | A file attached to a team template. | Full refresh | — | — |
| users | A Salesloft user account. | Full refresh | — | — |

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