Salesloft

Connect Salesloft and Expertise can work your outreach engine with you: look up people and accounts, check who’s enrolled in a cadence and how it’s going, review call and email activity, and log the follow-through. Reads run instantly; enrolling someone in a cadence, logging a call, or touching a record always pauses for your approval first.

What you can ask

“Pull up Jane Doe’s Salesloft record and show me her open tasks.”

“Who’s currently enrolled in the ‘Enterprise Outbound’ cadence, and how far along is each person?”

“Add John Smith at Acme to the Q3 Outbound cadence.” (asks for approval before enrolling)

“Log a call with Sarah at Acme, 15 minutes, connected, left a follow-up voicemail note.”

“What did we send Acme in the last two weeks, any cadence emails go out?”

Connecting

Open Connections in the dashboard and click Salesloft → Connect.
Sign in with your Salesloft account and approve the requested access.
Ask Expertise to look up a person or cadence to confirm it’s live.

You can disconnect from the Connections page any time, or revoke access from your Salesloft admin settings.

Tools

Tool	What it does	Approval
`get_connection_info`	Shows the connected Salesloft account and team.	–
`list_people`	List people (prospects) in Salesloft, with filters.	–
`get_person`	Look up one person by ID.	–
`list_accounts`	List accounts (companies) in Salesloft.	–
`get_account`	Look up one account by ID.	–
`list_cadences`	List outreach cadences (multi-step sequences).	–
`get_cadence`	Look up one cadence’s steps, sharing, and status.	–
`list_cadence_memberships`	See who’s enrolled in a cadence and their progress.	–
`list_tasks`	List tasks (calls, emails, to-dos) in Salesloft.	–
`get_task`	Look up one task by ID.	–
`list_notes`	List notes logged on people or accounts.	–
`list_calls`	Review logged call activity.	–
`list_emails`	Review email activity synced from cadences.	–
`get_email`	Look up one email by ID.	–
`list_users`	List Salesloft users on the team.	–
`list_custom_fields`	List custom field definitions for people, accounts, or opportunities.	–
`list_saved_list_views`	List saved list views.	–
`create_person`	Add a new person to Salesloft.	Required
`update_person`	Edit an existing person’s details.	Required
`delete_person`	Remove a person from Salesloft.	Required
`upsert_person`	Create or update a person in one step, safe when syncing from another list or CRM.	Required
`create_account`	Add a new account (company).	Required
`update_account`	Edit an existing account.	Required
`delete_account`	Remove an account.	Required
`upsert_account`	Create or update an account in one step.	Required
`add_person_to_cadence`	Enroll someone in a cadence, starts sending them that cadence’s emails and call steps.	Required
`remove_person_from_cadence`	Pull someone out of a cadence.	Required
`create_cadence`	Build a new cadence. Nobody is contacted until people are enrolled separately.	Required
`create_task`	Create a task.	Required
`update_task`	Edit a task.	Required
`delete_task`	Delete a task.	Required
`create_note`	Log a note on a person or account.	Required
`update_note`	Edit a note.	Required
`delete_note`	Delete a note.	Required
`log_call`	Log a completed call.	Required
`create_custom_field`	Create a new custom field definition.	Required
`delete_custom_field`	Delete a custom field definition, removes its values from every record.	Required
`salesloft_api_request`	Fallback for less-common Salesloft actions with no dedicated tool above.	Required for writes

Good to know

Salesloft can’t send email directly. Emails only go out through cadence steps, asking Expertise to “email this prospect through Salesloft” routes to enrolling them in a cadence, not a one-off send.
Enrollment is the flagship write. add_person_to_cadence puts someone into live automated outreach, so Expertise always confirms the exact person and cadence before asking for approval.
Deleting a custom field is permanent. It drops that field’s values from every record it appears on, not just one.
Every write pauses for your approval, you’ll see the exact record, field values, or cadence before anything happens in Salesloft.

Troubleshooting

Salesloft shows connected but Expertise says it isn't

Reconnect from the Connections tile, the OAuth token likely expired, or ask again in the same chat, as tools can take a moment to surface in a new conversation.

An enrollment or write seems stuck

Check chat for a pending approval card, writes wait indefinitely for your approval and run the moment you approve.

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What you can ask

Connecting

Tools

Good to know

Troubleshooting

​What you can ask

​Connecting

​Tools

​Good to know

​Troubleshooting

What you can ask

Connecting

Tools

Good to know

Troubleshooting