Friday pipeline stand-up
The SDR lead asks how the Q4 Outbound cadence is doing. Memtro returns the people on it, how many were acted on, the meetings booked and opportunities created, and the overdue call tasks still sitting with each rep.
Salesloft + Memtro
Who is on which cadence, who was reached and what is overdue, from Salesloft.
Connect Salesloft with an API key and Memtro reads people with their account, owner and cadence, accounts, cadences, calls and emails by person or date, open and overdue tasks, and users. Every hour it writes each person added to Salesloft into memory. When asked, and once an administrator has granted each action by name, it adds notes, creates people and tasks, updates or completes tasks, and adds people to cadences or removes them. Adding someone to a cadence starts its emails and calls to that person outside the company, and notes and new people may reach your connected CRM.
In Memtro
What you can do with Salesloft in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Salesloft tool, reads what it needs, and answers with the source cited.
What it does
- 01People by email, name, company, account, owner, stage or last contact, with email and call counts
- 02One person in full: every cadence they are or were on, with step counts, and their open tasks
- 03Cadences with people on them, people acted on, meetings booked and opportunities created
- 04Calls with direction, connection, duration, disposition and sentiment, emails with views, clicks and replies, and tasks by due date
- 05When asked and granted, adds a note to a person or account, creates a person, and creates, reschedules, reassigns or completes tasks. Notes and people may sync to Salesforce or HubSpot
- 06When asked and granted, adds a person to a cadence, which starts its emails and calls to them, or removes them from one
Acts when asked
When you ask it to
These tools change something in Salesloft. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a note to a person or account
- 02Create a person
- 03Add a person to a cadence, which starts its emails and calls to them
- 04Remove a person from a cadence
- 05Create a task for a person
- 06Reschedule, reassign or complete a task
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Salesloft for you. Each event can start a job, with the event as its input, and can be remembered where you choose. Salesloft signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01Person created
- 02Person updated
- 03Account created
- 04Account updated
- 05Person added to a cadence
- 06Cadence membership changed
- 07Meeting booked
- 08Meeting updated
- 09Call logged
- 10Call updated
- 11Call data record created
- 12Conversation created
- 13Conversation transcript ready
- 14Conversation recording ready
- 15Email updated (opens, clicks, replies)
- 16Task created
- 17Task completed
- 18Note created
- 19Success recorded
- 20Bulk job completed
- 21Cadence created
- 22User created
In practice
Ask it like you would a colleague
Once Salesloft is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Salesloft + Memtro
Who is on the Q4 Outbound cadence and how many meetings has it booked?
Which of Tom's calls connected last week and what was the disposition?
Which tasks are overdue across the team today?
Add a note to Dana Reyes at Brightwater: she asked us to call back after 15 November
Put the three new Globex contacts on the Q4 Outbound cadence
Before the callback
Dana Reyes rings back. Chris Hall asks what has happened with her and Memtro returns every cadence she has been on, the last emails and calls with their outcomes and the open task. He then asks it to note the call and move the task to next Tuesday, and Memtro does both, the note syncing on to the CRM.
Teams
Where it fits
The teams that lean on Salesloft most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Salesloft is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceSalesloft with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceSalesloft with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceSalesloft with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportSalesloft with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportSalesloft with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportSalesloft with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatSalesloft with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatSalesloft with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatSalesloft with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withAPI key
- 1
In Salesloft open the account menu → Your Applications → API Keys → Create New, name the key and tick people, accounts, cadences, activities, tasks and users: read
- 2
For the actions also tick notes: write, people: write, cadence memberships: write and tasks: write, only for the ones an administrator will grant
- 3
Save and copy the key, then in Memtro open Connections → Salesloft, paste the API key and connect. The key acts as the user who made it, and an admin's key sees the whole team
- 4
Ask who was reached last week or which tasks are overdue
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Salesloft tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Salesloft?+
Only when you ask, and only what it has been granted: add a note to a person or account; create a person; add a person to a cadence, which starts its emails and calls to them; remove a person from a cadence; create a task for a person; reschedule, reassign or complete a task. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Salesloft connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Salesloft data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Salesloft records into memory as entities.
How do I connect Salesloft?+
API key. In Salesloft open the account menu → Your Applications → API Keys → Create New, name the key and tick people, accounts, cadences, activities, tasks and users: read.
Can Salesloft start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Salesloft for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Salesloft in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.