salesloft-core-workflow-a

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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".

AI & Automation 2,266 stars 315 forks Updated today MIT

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# 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 ```typescript import axios from 'axios'; const api = axios.create({ baseURL: 'https://api.salesloft.com/v2', headers: { Authorization: `Bearer ${process.env.SALESLOFT_API_KEY}` }, }); // Search by email to avoid duplicates (supports array filter) 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}`); return existing.data[0]; } const { data: created } = await api.post('/people.json', { email_address: email, ...attrs, }); console.log(`Created: ${created.data.id}`); return created.data; } ``` ### Step 2: List and Select Cadences ```typescript // List cadences -- filter by team_cadence, current_state const { data: cadences } = await api.get('/cadences.json', { params: { team_cadence: true, per_page: 50 }, }); // Each c...

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Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
7 months ago
Last Updated
today
Language
Python
License
MIT

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