Agent skill

salesloft-core-workflow-b

Track SalesLoft activities, emails, calls, and analytics via the REST API. Use when reading email engagement data, logging call dispositions, or building sales activity dashboards. Trigger: "salesloft activities", "salesloft emails", "salesloft calls", "salesloft analytics".

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Install this agent skill to your Project

npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/salesloft-pack/skills/salesloft-core-workflow-b

SKILL.md

SalesLoft Core Workflow B: Activities & Analytics

Overview

Track and analyze sales activities: emails sent/opened/clicked/replied, calls logged, and engagement metrics. Uses REST API v2 endpoints: /activities/emails.json, /activities/calls.json, /action_details/sent_emails.json.

Prerequisites

  • Completed salesloft-core-workflow-a
  • People and cadences already configured

Instructions

Step 1: List Email Activities

typescript
import axios from 'axios';
const api = axios.create({
  baseURL: 'https://api.salesloft.com/v2',
  headers: { Authorization: `Bearer ${process.env.SALESLOFT_API_KEY}` },
});

// Get email activities for a specific person
const { data: emails } = await api.get('/activities/emails.json', {
  params: {
    person_id: 1234,
    per_page: 50,
    sort_by: 'updated_at',
    sort_direction: 'DESC',
  },
});

emails.data.forEach((email: any) => {
  console.log(`${email.subject} | Status: ${email.status}`);
  console.log(`  Opens: ${email.counts.opens}, Clicks: ${email.counts.clicks}`);
  console.log(`  Replied: ${email.counts.replies > 0 ? 'Yes' : 'No'}`);
});

Step 2: Log Call Activities

typescript
// List calls with disposition data
const { data: calls } = await api.get('/activities/calls.json', {
  params: { per_page: 50, sort_by: 'created_at', sort_direction: 'DESC' },
});

calls.data.forEach((call: any) => {
  console.log(`${call.to} | Duration: ${call.duration}s`);
  console.log(`  Disposition: ${call.disposition}`);
  console.log(`  Sentiment: ${call.sentiment}`);
  console.log(`  Notes: ${call.notes || '(none)'}`);
});

Step 3: Build Engagement Dashboard

typescript
// Aggregate email engagement metrics across a cadence
async function cadenceEngagement(cadenceId: number) {
  let page = 1;
  const stats = { sent: 0, opened: 0, clicked: 0, replied: 0 };

  while (true) {
    const { data } = await api.get('/activities/emails.json', {
      params: { cadence_id: cadenceId, per_page: 100, page },
    });
    for (const email of data.data) {
      stats.sent++;
      if (email.counts.opens > 0) stats.opened++;
      if (email.counts.clicks > 0) stats.clicked++;
      if (email.counts.replies > 0) stats.replied++;
    }
    if (page >= data.metadata.paging.total_pages) break;
    page++;
  }

  return {
    ...stats,
    openRate: ((stats.opened / stats.sent) * 100).toFixed(1) + '%',
    clickRate: ((stats.clicked / stats.sent) * 100).toFixed(1) + '%',
    replyRate: ((stats.replied / stats.sent) * 100).toFixed(1) + '%',
  };
}

const metrics = await cadenceEngagement(500);
// { sent: 247, opened: 148, clicked: 32, replied: 19,
//   openRate: '59.9%', clickRate: '13.0%', replyRate: '7.7%' }

Step 4: Track Step-Level Performance

typescript
// Get steps for a cadence to see per-step analytics
const { data: steps } = await api.get('/steps.json', {
  params: { cadence_id: 500 },
});

steps.data.forEach((step: any) => {
  console.log(`Step ${step.day}: ${step.step_type} (${step.name})`);
  // step_type: 'email', 'phone', 'other', 'integration'
});

Output

Q1 Outbound Intro | Status: sent
  Opens: 3, Clicks: 1
  Replied: No
Cadence 500 Engagement:
  Sent: 247, Open: 59.9%, Click: 13.0%, Reply: 7.7%

Error Handling

Error Cause Solution
Empty activities/emails No emails sent yet Verify cadence is active with enrolled people
422 filter error Invalid filter param Check supported filter params in API docs
Slow pagination Large activity history Narrow date range with updated_at[gt]

Resources

Next Steps

For common errors, see salesloft-common-errors.

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