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Salesloft

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Written by Tripti

Connect Salesloft so Breakout can manage cadences, people, accounts, tasks, communications, conversations, and reporting.

Prerequisites

  • Use a Salesloft user with permission to access the cadences, people, accounts, and reporting data your workflows need.

  • Some Salesloft permissions require provider approval for the OAuth app. If approval is incomplete, the card may be missing or authorization may fail.

Permissions

Capability

Salesloft permissions

Why Breakout needs them

People

people:read, people:write, people:delete

Read, create, update, or remove Salesloft people used in cadence workflows.

Accounts

accounts:read, accounts:write, accounts:delete

Read, create, update, or remove account records connected to people.

Opportunities

opportunities:read, opportunities:write

Read and update opportunity context for sales workflows.

Cadences

cadences:read, cadences:write

Read cadences and manage cadence enrollment or configuration.

Activities and communication

activities:read, activities:write, calls:read, calls:write, conversations:read, conversations:write, dialer_recordings:read, emails:read, emails:write, meetings:read, meetings:write, notes:read, notes:write

Read and write sales activities used for context, follow-up, and reporting.

Tasks

tasks:read, tasks:write

Read and create tasks for sales follow-up workflows.

CRM and team metadata

crm:read, team:read, team:write, groups:write

Resolve CRM metadata, users, teams, and groups for routing and ownership.

Signals

signals:write, signal_registrations:read, signal_registrations:write

Register and send Salesloft signals when workflow automation uses event triggers.

External IDs

external_id:read, external_id:write, external_id_configuration:read, external_id_configuration:write

Map Breakout records to Salesloft records and maintain external ID configuration.

Reporting and workflow

audit_reports:read, workflow:read, workflow:write, workflow:delete

Read audit or report data and manage Salesloft workflow resources when enabled.

Allowing Breakout to access Salesloft

  1. Click your name to navigate to Settings

  2. Click Integrations and then toggle the switch on in the Salesloft card.

  3. Sign in to Salesloft.

  4. Review the requested permissions.

  5. Approve the app.

Return to Breakout and wait for the Salesloft integration to show as Connected. It may take a few minutes for the status to update on the Integrations page.

  • If the Salesloft approval window closes but the integration still doesn't show as connected, refresh the Integrations page.

  • If Salesloft still appears as Disconnected, reconnect the integration and make sure you complete the Salesloft approval process successfully.

Verifying the connection

  • The Salesloft card should show as connected. Test with a workflow that reads Salesloft cadences, people, or accounts before making updates.

  • If OAuth succeeds but workflow actions fail, check the connected Salesloft user's permissions and whether the OAuth app has the permissions needed for that operation.

Disconnecting or reconnecting Salesloft

Disconnect in these cases:

  • Changing the Salesloft user

  • Revoking an OAuth grant

  • Updating provider app permissions

Reconnect after the Salesloft app configuration is ready.

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