Salesloft (Team)

By Simtheory CRM

Look up Salesloft accounts, people, opportunities, and cadences through a shared team credential.

Description

Look up Salesloft revenue data from chat.

- Accounts, by CRM id, name, or domain, with full detail on request
- People, filtered to an account, a CRM id, or an email address
- Opportunities, with amount, stage, and close date
- Cadences, and record owners resolved from id to a name

Strictly read-only. Changing a contact's details and adding someone to a cadence both alter your live Salesloft org, so they are explicit actions you take in the interface rather than things the assistant can do on your behalf. Cadence performance data is not available, and nothing here deletes records.

This connection uses a single Simtheory-managed Salesloft credential shared by everyone on the team. It is NOT your own Salesloft login, so results are not filtered to the records you personally own and do not reflect your individual Salesloft permissions. The whoami tool reports which Salesloft user the credential belongs to.

Available tools

Get Account

Full record for one account, including address, industry, tier, counts, and custom fields.

Get Person

Full record for one person.

Get User

Resolves a Salesloft user id to a name and email. Accounts, people and opportunities report their owner as a bare id, so call this before naming an owner.

List Accounts

Searches Salesloft accounts by CRM id, name, or domain. FILTERS COMBINE WITH AND: pass crm_id ALONE rather than alongside a name or domain. Returns summary fields, paging, and applied_filters; call get_account for the full record.

List Cadences

Cadences available for enrolment, excluding archived ones by default. Call this to find a cadence_id before enrolling anyone.

List Opportunities

Searches opportunities, optionally filtered to an account or a CRM id. Returns amount, stage, close date, and paging.

List People

Searches people by account, CRM id, or email address. FILTERS COMBINE WITH AND: pass crm_id or email_address ALONE, never alongside account_id, or an unrelated pair returns nothing. The response echoes applied_filters so you can see what was actually queried.