Salesloft link

Follow our setup guide to connect Salesloft to Fivetran.

Prerequisiteslink

To connect Salesloft to Fivetran, you need the following:

• An active Salesloft account
• The Admin privilege

Setup instructionslink

Create read-only role link

1. Log in to your Salesloft account as an Admin user.

2. Click Settings under the username in the top-right corner.

   

3. Click Roles and Permissions under Administration.

   

4. Click Add Role.

   

5. A pop-up window opens asking you to Add Role. Select User in the Please select an existing role to copy: drop-down. Enter the Custom Name: of the role.

   

6. A new role is created. Click Edit Role on the newly created role.

7. You must select multiple permissions. See the Required Permission List for the complete set of permissions.

   

Assign read-only role to user link

1. Assign the role created in Step 1 to a User.

Create App link

1. Log in to your Salesloft as a User whom you assigned the role in Step 2.

2. In a new browser tab, open https://accounts.salesloft.com/oauth/applications.

3. Click Create your first app if this is your first app, or Create New under Oauth applications.

   

4. Enter the following details for the new app:

   • Name - the name of the App
   • Redirect URI - this should be https://fivetran.com/integrations/salesloft/oauth2/return

   

5. A new app is created. Make a note of the ApplicationId and Secret. You will need them to configure Fivetran.

   

Finish Fivetran configuration link

1. In the connector setup form, enter your Destination schema name.

2. Enter the Application Id you obtained in Step 3.

3. Enter the Secret you obtained in Step 3.

4. Click Authorize.

5. You will be redirected to Salesloft website. Click Authorize to allow Fivetran to read data.

   

6. Click Save & Test. Fivetran will take it from here and sync your Salesloft data.

Required Permission List link

• View All People
• View All Accounts
• View All Opportunities
• View all recordings
• Personal Cadences: Manage - Required for creating webhooks
• Personal Cadences: View & Copy Public Cadences - Required for creating webhooks
• Team Cadences: View
• Team View
• View Email Content
• View Deals Analytics
• View Team Calls
• View Others Personal Snippets
• View Team Snippets
• View Team Templates
• Team Management -> Manage - Required for MAILING_SETTING endpoint

Related articleslink

description Connector Overview

account_tree Schema Information

assignment Release Notes

settings API Connector Configuration

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