Adaptive Insights and SalesLoft integrations and automations

Do everything in one place

Customize your Adaptive Insights and SalesLoft integration with the following triggers and actions.

Triggers

When this happens…

SalesLoft
  • New record
    New object in SalesLoft
  • New/updated record
    New/updated object in SalesLoft

    • Any other trigger you can think up

Actions

Do this…

Adaptive Insights
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals in Adaptive Insights
  • Export configurable model data
    Export configurable model data in Adaptive Insights
  • Export data
    Export data in Adaptive Insights
  • Export modeled sheet
    Export modeled sheet in Adaptive Insights
  • Export object
    Export object in Adaptive Insights
  • Import object
    Import object in Adaptive Insights
  • Recalculate sheet
    Recalculate sheet in Adaptive Insights
  • Upsert object
    Upsert object in Adaptive Insights

    • Any other action you can think up

SalesLoft
  • Create record
    Create object in SalesLoft
  • Custom action
    Custom action in SalesLoft
  • Delete record
    Delete object in SalesLoft
  • Get record
    Get object by ID in SalesLoft
  • Search records
    Search objects in SalesLoft
  • Update record
    Update object in SalesLoft

    • Any other action you can think up

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