AFI
Salesloft
Salesloft is a sales engagement platform for cadence-based outreach. Advanced Form Integration creates or updates people in Salesloft from WordPress form submissions.
What you’ll need
- An active Salesloft account.
- Your Salesloft API credentials (see below).
- The Advanced Form Integration plugin installed and activated.
Get your Salesloft API key
- Sign in to your Salesloft account.
- Go to Settings → API Keys and generate a personal API key.
- Copy the API key.
- In WordPress, go to AFI → Settings → Salesloft.
- Click Add Account, paste the API key, and give the account a name.
- Click Save.
Salesloft uses the API key as a Bearer token.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Salesloft. - Under Trigger, pick the form plugin and the specific form.
- Under Action → Platform, select Salesloft.
- In Task, choose Create or Update Person.
- Pick the saved account.
- Map your form fields onto the fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create or Update Person
Creates or updates a person in Salesloft via the v2 API. The API key is sent as a Bearer token in the Authorization header.
| Field | Field key | Required | Notes |
|---|---|---|---|
email_address |
Recommended | ||
| First Name | first_name |
No | |
| Last Name | last_name |
No | |
| Phone | phone |
No | |
| Mobile Phone | mobile_phone |
No | |
| Company / Account | account_name |
No | |
| Title | title |
No | |
| LinkedIn URL | linkedin_url |
No |
Pro features
The Pro integration extends the free version with additional capabilities. Pro uses the same Salesloft connection.
Feature comparison
| Feature | Free | Pro |
|---|---|---|
| Create or update person | ✅ | ✅ |
| Standard fields | ✅ | ✅ |
| Custom fields | No | ✅ |
Conditional logic example
Only send data to Salesloft when specific conditions are met. For example, add a condition on a form field to control which submissions are forwarded.
Troubleshooting
Nothing arrives in Salesloft
Open AFI → Log and find the most recent entry. AFI stores the request URL, body, and raw response.
API credentials rejected
Verify your credentials in your Salesloft account settings. If they were regenerated, update them in AFI → Settings → Salesloft.