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Authorization

Follow this guide to create a new Salesloft credential that will allow Nexla to authenticate to and exchange data with your Salesloft account.
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Salesloft

Prerequisites​

To connect Nexla to Salesloft, you must first create an OAuth application in your Salesloft account. Salesloft uses OAuth 2.0 (3-legged authorization code flow) to grant Nexla access to your data on behalf of your users.

Create an OAuth Application in Salesloft​

  1. Sign in to your Salesloft account at app.salesloft.com.

  2. Navigate to your account settings by clicking your profile icon in the top-right corner, then select Settings.

  3. In the left sidebar, locate the Integrations section and click API or navigate to Your Applications > OAuth Applications.

  4. Click Create New to begin creating a new OAuth application.

  5. Fill in the application details:

    • Application Name: Enter a descriptive name for the integration, such as Nexla Integration.

    • Redirect URI: Enter https://app.nexla.io/oauth/callback as the redirect URI. This is the URL Salesloft will redirect users to after they authorize access.

    • Scopes: Select the scopes (permissions) appropriate for your use case. Common scopes include:

      • accounts:read — Read account information
      • accounts:write — Create and update accounts
      • people:read — Read contact/people data
      • people:write — Create and update contacts
      • cadences:read — Read cadence data
      • activities:read — View activity logs and history
      • bulk_jobs:read / bulk_jobs:write — Manage bulk operations
      • opportunities:read — Read opportunity data

  6. Click Create or Save to create the application.

  7. After the application is created, you will be shown your Application ID (Client ID) and Secret (Client Secret). Copy both values immediately and store them securely, as the secret may not be displayed again.

For more information about available OAuth scopes and application configuration, see the Salesloft OAuth documentation.

Note the API Base URL​

The Salesloft REST API base URL is https://api.salesloft.com/v2. This is the default value used when configuring Nexla credentials and generally does not need to be changed.

Create a Salesloft Credential​

  • To create a new Salesloft credential, after selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

Credential Name & Description​

  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

    Resource descriptions are recommended but are not required. They should be used to provide information about the resource purpose, data freshness, etc. that can help the owner and other users efficiently understand and utilize the resource.

OAuth 2.0 (3-Legged) Authentication​

Salesloft uses a 3-legged OAuth 2.0 flow, where users authorize Nexla to access Salesloft data by logging in to Salesloft and granting permission. Nexla then exchanges the authorization code for an access token automatically.

  1. Enter the Client ID obtained from your Salesloft OAuth application in the Client ID field. This is the unique public identifier assigned to your Salesloft OAuth application.

  2. Enter the Client Secret from your Salesloft OAuth application in the Client Secret field. This private key authenticates Nexla's requests to Salesloft when exchanging authorization codes for access tokens.

    Important

    The Client Secret should be kept confidential and never shared. It authenticates your application with Salesloft during the token exchange process.

  3. In the Access Scope field, enter a space-separated list of OAuth scopes that match the permissions your application requires. For example: accounts:read accounts:write people:read cadences:read activities:read. The scopes you enter must match or be a subset of the scopes configured in your Salesloft OAuth application.

    Salesloft uses scopes to control access to specific data and actions. Request only the scopes necessary for your integration. For a full list of available scopes, see the Salesloft Scopes documentation.

  4. The API Base URL field defaults to https://api.salesloft.com/v2, which is the standard Salesloft REST API base URL. This value should remain unchanged for most integrations.

  5. After entering the required settings, click the Authorize button to begin the OAuth authorization flow. You will be redirected to the Salesloft login page.

  6. Sign in to Salesloft with your account credentials and review the requested permissions. Click Authorize to grant Nexla access to your Salesloft account.

  7. After authorization is complete, you will be redirected back to Nexla and the credential will be populated with an access token automatically.

Salesloft access tokens expire periodically. Nexla automatically handles token refresh using the refresh token obtained during the initial authorization, so you do not need to manually re-authorize the credential under normal circumstances.

Save the Credential​

  1. Once all of the relevant steps in the above sections have been completed, click the Save button at the bottom of the overlay to save the configured credential.

  2. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.