update_account
Update Account
Update an existing account (company) in SalesLoft. Provide the account ID and any fields to update.
update_account
Update an existing account (company) in SalesLoft. Provide the account ID and any fields to update.
log_call
Log a new call record in SalesLoft. Used to record calls made through third-party dialers or external systems. Associates the call with a person and optionally a cadence.
get_person
Fetch a single person (contact) from SalesLoft by their ID. Returns full contact details including email, phone, job info, account association, tags, and custom fields.
get_task
Fetch a single task from SalesLoft by ID. Returns task details including subject, type, status, due date, and assignments.
list_email_activities
List email activities in SalesLoft. Returns sent emails with tracking data including opens, clicks, replies, and bounces. Filter by person to see all emails sent to a specific contact.
list_notes
List notes in SalesLoft. Optionally filter by associated person to see all notes for a specific contact. Supports pagination and sorting.
get_current_user
Fetch the currently authenticated user's profile from SalesLoft. Returns the user's name, email, role, and active status.
remove_person_from_cadence
Remove a person from a cadence by deleting the cadence membership. The person will stop receiving touches from this cadence.
list_email_templates
List email templates in SalesLoft. Search by title or subject to find specific templates. Returns template content and engagement statistics (opens, clicks, replies).
list_cadences
List cadences in SalesLoft. Cadences are multi-step communication sequences (e.g., email + call sequences). Filter by team or personal cadences. Supports pagination and sorting.
add_person_to_cadence
Add a person to a cadence in SalesLoft, creating a cadence membership. The person will begin receiving touches defined by the cadence steps.
get_account
Fetch a single account (company) from SalesLoft by ID. Returns full company details, address, industry, tags, and custom fields.
list_people
List people (contacts) in SalesLoft with optional filtering by email, tag, cadence, account, or owner. Supports pagination and sorting.
list_tasks
List tasks in SalesLoft. Filter by person, task type, or current user assignment. Includes both cadence-generated tasks and manually created ones.
get_email_template
Fetch a single email template from SalesLoft by ID. Returns template content, subject, and engagement statistics.
delete_person
Permanently delete a person (contact) from SalesLoft. This action is irreversible.
list_accounts
List accounts (companies) in SalesLoft with optional filtering by domain or name. Supports pagination and sorting.
delete_account
Permanently delete an account (company) from SalesLoft. This action is irreversible.
list_call_activities
List call activities in SalesLoft. Returns call records with duration, sentiment, disposition, and notes. Filter by person to see all calls made to a specific contact.
create_person
Create a new person (contact) in SalesLoft. Requires either an email address or both phone and last name. Supports setting contact details, job information, account association, tags, and custom fields.
get_cadence
Fetch a single cadence from SalesLoft by ID. Returns cadence details including name, state, ownership, and people counts.
list_users
List team members/users in SalesLoft. Non-admin users see only their own profile; admins see all team members.
update_person
Update an existing person (contact) in SalesLoft. Provide the person ID and any fields to update. Only provided fields will be changed.
update_note
Update an existing note's content in SalesLoft.
create_note
Create a new note in SalesLoft. Notes can be associated with a person or account and can optionally be linked to a call.
create_account
Create a new account (company) in SalesLoft. Name and domain are required. Supports setting company details, address, industry, and custom fields.
Manage sales engagement workflows including people (contacts), accounts, cadences, calls, emails, and tasks. Create, update, and delete people and accounts. Add people to multi-step cadences for automated outreach sequences. Track email activities including sends, opens, clicks, replies, and bounces. Log and retrieve call data. Create and manage tasks and actions. List and manage email templates. Send buyer signals to trigger AI-powered Rhythm workflows. Export and import cadences across instances. Subscribe to webhooks for real-time notifications on person, account, cadence, meeting, call, note, and task events. Map external IDs for syncing records with external systems.
Common questions about connecting Salesloft to AI agents with Metorial.