| name | salesloft-core-workflow-a |
| description | Manage SalesLoft people, cadences, and email steps via the REST API.
Use when building prospect management, enrolling people in cadences,
or automating outbound sales sequences.
Trigger: "salesloft cadence", "salesloft people", "salesloft outbound sequence".
|
| allowed-tools | Read, Write, Edit, Bash(npm:*), Grep |
| version | 1.6.0 |
| license | MIT |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
| tags | ["saas","sales","outreach","salesloft"] |
| compatibility | Designed for Claude Code |
SalesLoft Core Workflow A: People & Cadences
Overview
The primary SalesLoft workflow: manage people records, build cadences (multi-step outbound sequences), and enroll prospects. Uses REST API v2 endpoints: /people.json, /cadences.json, /cadence_memberships.json, /steps.json.
Prerequisites
- Completed
salesloft-install-auth setup
- Understanding of SalesLoft cadence model (cadences contain steps, people are enrolled via memberships)
Instructions
Step 1: Search and Deduplicate People
import axios from 'axios';
const api = axios.create({
baseURL: 'https://api.salesloft.com/v2',
headers: { Authorization: `Bearer ${process.env.SALESLOFT_API_KEY}` },
});
async function findOrCreatePerson(email: string, attrs: Record<string, any>) {
const { data: existing } = await api.get('/people.json', {
params: { email_addresses: [email] },
});
if (existing.data.length > 0) {
console.log(`Found existing: ${existing.data[0].id}`);
existing.[];
}
{ : created } = api.(, {
: email, ...attrs,
});
.();
created.;
}