Salesloft Setup Guide

Follow our setup guide to connect Salesloft to Fivetran.

Prerequisites

To connect Salesloft to Fivetran, you need the following:

• An active Salesloft account
• The Admin privilege

IMPORTANT: Do not create multiple connectors to sync data from a single user in the Salesloft account.

Setup instructions

Create read-only role

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

1. Click Users under Team in settings panel.

   

2. For a user, click on the Role column, a picklist with available roles should appear as shown below, assign the role created in Step 1.

   

Create App

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

2. In a new browser tab, open Salesloft OAuth Application page.

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.
   • Application Type - by default this will be set to public application, Select No, this will be a private team application.

   

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

   

Finish Fivetran configuration

1. In the connection 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.

   

   IMPORTANT: We recommend logging in while in Incognito mode to ensure authorization of the correct account.

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

Required Permission List

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

Related articles

description Connector Overview

account_tree Schema Information

assignment Release Notes

settings API Connection Configuration

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