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Celonis Product Documentation

SalesLoft (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

With the SalesLoft modules in Celonis platform, you can:

  • search, retrieve cadences, and list steps in a cadence

  • search, retrieve, create, and delete cadence memberships

  • retrieve persons and call APIs

To get started with SalesLoft, create an account at salesloft.com/request-a-quote.

Connect SalesLoft to Celonis platform

To connect to SalesLoft app:

  1. Log in to your Celonis platform, add a SalesLoft module Action Flow, and click the Add button next to the Connection field.

    salesloft-1.png

  2. Optional: In the Connection name field, enter a name for the connection.

  4. Click Save.

  5. Confirm the access by clicking Authorize.

    salesloft-5.png

You have successfully established the connection. You can now edit Make and add more SalesLoft modules. If your connection needs reauthorization, follow the connection renewal steps here.

You can create your own application and connect it to Celonis platform using the App ID and Secret values from the application.

  1. Go to your Salesloft OAuth applications page.

  2. Click Create New in the OAuth Applications section.

    Salesloft_create_OAuth_1.png

  3. Enter a name for the app, in the Redirect URI paste:

    https://auth.redirect.celonis.cloud/oauth/cb/salesloft

  4. Save

    Salesloft_create_OAuth_2.png

  5. Copy the Application Id and Secret values and store them in a safe place. You will use your Application Id in the connection Client ID field and Secret in the connection Client Secret field.

    Salesloft_create_OAuth_3.png

You now have the client credentials to connect to Celonis platform. You will use your Application Id in the connection Client ID field and Secret in the connection Client Secret field.

Cadences

Using the following modules, you can search, retrieve, and get steps of a cadence.

Search Cadences

Retrieves cadences based on filter settings.

Connection

Establish a connection to your SalesLoft account.

Name

Enter the exact cadence name to filter returned cadences.

Team Cadence

Enable this option to return only team cadences.

Shared

Enable this option to return only shared cadences.

Owned by GUID

Select (or map) the owner's GUID to filter returned cadences.

People Addable

Select Yes to return cadences wherever possible to add people.

Sort by

Select whether to sort the key by Created at or Updated at.

Sort Direction

Select whether to return cadences in ascending or descending order.

Filter

Filter returned cadences by the Updated at field. You can filter by the date range using the Add AND rule button (61e074b75f989.png).

Limit

Set the maximum number of cadences Celonis platform will return during one execution cycle.

Get Steps in a Cadence

Retrieves steps from a specified cadence.

Connection

Establish a connection to your SalesLoft account.

Cadence ID

Select the cadence or enter (map) the cadence ID you want to retrieve the steps.

Has Due Actions

Enable this option to return only steps that have due action.

Sort by

Select whether to sort the key by Created at or Updated at.

Sort Direction

Select whether to return steps in ascending or descending order.

Limit

Select Yes option to return steps wherever possible to add people.

Get a Cadence

Retrieves cadence details.

Connection

Establish a connection to your SalesLoft account.

Cadence ID

Select the cadence or enter (map) the cadence ID you want to retrieve details for.

Cadence Membership

Using the following modules, you can search, retrieve, create and delete cadence memberships.

Search Cadence Memberships

Retrieves cadence memberships based on filter settings.

Connection

Establish a connection to your SalesLoft account.

Person ID

Select the person or enter the ID of the person to return cadence memberships for.

Cadence ID

Select the cadence or enter (map) the cadence ID you want to retrieve cadence memberships for.

Filter

Filter returned cadence memberships by the Updated at field. You can use the Add AND rule button (61e074b75f989.png) to filter by the date range.

Currently on a Cadence

Select the Yes option to return only cadence memberships for people currently on cadences. Select the No option to return cadence memberships for people who have been removed from or have completed a cadence.

Sort by

Select whether to sort by Created at or Updated at fields. Default = Updated at .

Sort Direction

Select whether to return cadence memberships in ascending or descending order.

Limit

Set the maximum number of cadences Celonis platform will return during one execution cycle.

Get a Cadence Membership

Retrieves cadence membership details.

Connection

Establish a connection to your SalesLoft account.

Cadence Membership ID

Select the cadence membership or enter (map) the cadence membership ID you want to retrieve details for.

Create a Cadence Membership

Adds a person to a cadence.

Connection

Establish a connection to your SalesLoft account.

Person ID

Select the person or enter (map) the person ID you want to add to the cadence.

Cadence ID

Select the cadence or enter (map) the cadence ID to which you want to add the user to.

User ID

Select the user or enter (map) the user ID you want to add to the cadence. 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, or the cadence is owned by the teammate.

Delete a Cadence Membership

Deletes a cadence membership.

Connection

Establish a connection to your SalesLoft account.

Cadence Membership ID

Select or map the Cadence Membership ID you want to delete.

People

You can retrieve a person's details using the following module.

Get a Person

Retrieves details of the specified person.

Connection

Establish a connection to your SalesLoft account.

Person ID

Select the person or enter (map) the person ID you want to retrieve details for.

Others

You can call APIs using the following module.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your SalesLoft account.

URL

Enter a path relative to https://api.salesloft.com. For example, /v2/cadences.json.

For the list of available endpoints, refer to the SalesLoft API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we added those for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Persons

The following API call returns the first page (limited to 25 persons) of all persons in your SalesLoft account:

URL: /v2/people.json

Method: GET

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The results can be found in the module's Output under Bundle > Body > data.

In our example, the first 25 contacts were returned:

457185_hpr.png