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Salesloft

Salesloft is a revenue workflow platform. This Willow connector lists team members (email, active status, role, and seat package) and deactivates a user so their license can be reused.

Authentication Types

Salesloft supports 2 authentication methods:

  • OAuth — Register your own OAuth app. Preferred for partners; every connecting user authorizes the app.
    • Pros: Refresh tokens, per-user audit trail, required for partner apps
    • Cons: Needs an OAuth app (~5 min setup)
  • API Key — A customer-issued key (ak_...) sent as Authorization: Bearer.
    • Pros: Fast setup for internal automations
    • Cons: Acts as the issuing user; partners cannot use API keys

Both methods need team:read to list users and team:write to deactivate users.

Setting up OAuth

  1. Log in at accounts.salesloft.com.
  2. Go to Your ApplicationsOAuth ApplicationsCreate New.
  3. Enter a name and description. Set Application Type to a private team application and Grant Type to Authorization Code.
  4. Paste the redirect URI shown in Willow under Redirect URI.
  5. Select team:read and team:write, then click Submit.
  6. Copy the Application Id (Client ID) and Secret (Client Secret) into Willow and connect.

Access tokens expire after two hours. Salesloft rotates refresh tokens on every refresh — Willow stores the latest refresh token from the token response.

Setting up an API Key

  1. Log in at accounts.salesloft.com.
  2. Go to Your ApplicationsAPI KeysCreate New.
  3. Name the key, select team:read and team:write, and click Save.
  4. Copy the key (ak_ followed by a 64-character hex string) into Willow.
note

Salesloft API keys are for customers. Partner applications must use OAuth.

Available Tools

  • List UsersGET /v2/users. Team admins see the whole team; non-admins may only see themselves depending on group visibility. Use active=false when you need deactivated accounts. Page with page and per_page (max 100).
  • Deactivate UserPUT /v2/users/{id} with { "active": false }. The member can no longer sign in. Salesloft makes the license available for a new user after deactivation. There is no separate unlicense endpoint.

Troubleshooting

Empty or single-user results

Cause: The token belongs to a non-admin, or group visibility limits the list to the caller.

Solution: Connect with a Team Admin account (or an API key issued by one) and confirm team:read is granted.

403 on Deactivate User

Cause: The token is missing team:write, or the caller is not allowed to update that user.

Solution: Recreate the OAuth app or API key with team:write, and connect as a Team Admin.

invalid_grant during OAuth

Cause: The authorization code was reused, expired, or the redirect URI does not match.

Solution: Confirm the callback URL in the Salesloft app matches Willow exactly, and reconnect so a fresh code is issued. Token exchange uses JSON (Content-Type: application/json).