Linking Salesloft as a source
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
- Go to the sources tab of the data pipeline section in PostHog.
- Click + New source and then click Link next to Salesloft.
- Next, you need an API key from Salesloft. In your Salesloft account, go to Settings → Integrations → API and create an API key. Copy the API key (a Bearer token).
- Back in PostHog, enter the key in the
API keyfield and click Next. - 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 | — | — |