People

Create, update, and query the available people in SalesLoft.

Select

The add-in will use the Salesloft API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the add-in.

Id supports the following operators: =,IN
AccountId supports the following operators: =,IN
CreatedAt supports the following operators: >, >=, <, <=
CrmId supports the following operators: =,IN
DoNotContact supports the following operator: =
EmailAddress supports the following operators: =,IN,IS NULL
ImportId supports the following operators: =, IN,IS NULL
JobSeniority supports the following operators: =,IN,IS NULL
LastContactedAt supports the following operators: >, >=, <, <=
PersonStageId supports the following operators: =,IN,IS NULL
Tags supports the following operator: =,IN
Title supports the following operator: =
UpdatedAt supports the following operators: >, >=, <, <=
OwnedByGuid supports the following operators: =,IN
CanEmail supports the following operator: =
CanCall supports the following operator: =
TagId supports the following operators: =,IN
OwnerIsActive supports the following operator: =
CadenceId supports the following operators: =,IN,IS NULL
CustomFields* supports the following operator: =. The customFields that are created by Salesloft Admin can be filtered by specifying the name as it is on the UI.

The following queries are processed server side:

    SELECT * FROM People WHERE Id = 123
    SELECT * FROM People WHERE AccountId IN (123, 1234)
    SELECT * FROM People WHERE EmailAddress IS NULL
    SELECT * FROM People WHERE MyCustomFiled = 'customValue'

Insert

To add a Person, at least the EmailAddress, FirstName and LastName need to be specified. Execute an insert in one of 2 ways.

  INSERT INTO People (EmailAddress, Phone, FirstName, LastName) VALUES ('[email protected]', '123456', 'FirstNameTest', 'LastNameTest')

Or using Bulk Insert:

INSERT INTO People#TEMP (EmailAddress, Phone, FirstName, LastName) VALUES ('[email protected]', '123456', 'FirstNameTest', 'LastNameTest')
INSERT INTO People#TEMP (EmailAddress, Phone, FirstName, LastName) VALUES ('[email protected]', '1234567', 'FirstNameTest1', 'LastNameTest1')

INSERT INTO People (EmailAddress, Phone, FirstName, LastName)
SELECT EmailAddress, Phone, FirstName, LastName FROM People#TEMP

Update

Similarly, to the Insert operation we can update a Person by specifying the field and the new value.

UPDATE People SET Phone = '123456', Tags = 'tag1,tag2', WorkCity = 'NewCity'
	WHERE Id = 123

Upsert

To perform an upsert operation, the upsert Key must be provided. Valid options are: ID, CrmId, EmailAddress. Additionally, the add-in can perform a batch Upsert for more than 1 record.

UPSERT INTO People (FirstName, Id, Phone)
		VALUES ('AccountN', 10917448, '123')

Delete

In order to delete a Person, the Id needs to be specified.

DELETE FROM People WHERE Id = 100

Columns


Name	Type	ReadOnly	Description
Id [KEY]	Integer	True	The Id property of the People table.
AccountId	Integer	False	The AccountId property of the People table.
Bouncing	Boolean	False	The Bouncing property of the People table.
City	String	False	The City property of the People table.
ContactRestrictions	String	False	The ContactRestrictions property of the People table.
Country	String	False	The Country property of the People table.
CountsCalls	Integer	False	The CountsCalls property of the People table.
CountsEmailsBounced	Integer	True	The CountsEmailsBounced property of the People table.
CountsEmailsClicked	Integer	False	The CountsEmailsClicked property of the People table.
CountsEmailsRepliedTo	Integer	False	The CountsEmailsRepliedTo property of the People table.
CountsEmailsSent	Integer	False	The CountsEmailsSent property of the People table.
CountsEmailsViewed	Integer	False	The CountsEmailsViewed property of the People table.
CreatedAt	Datetime	True	The CreatedAt property of the People table.
CrmId	String	False	The CrmId property of the People table.
CrmObjectType	String	False	The CrmObjectType property of the People table.
CrmUrl	String	False	The CrmUrl property of the People table.
DisplayName	String	False	The DisplayName property of the People table.
DoNotContact	Boolean	False	The DoNotContact property of the People table.
EmailAddress	String	False	The EmailAddress property of the People table.
FirstName	String	False	The FirstName property of the People table.
FullEmailAddress	String	False	The FullEmailAddress property of the People table.
HomePhone	String	False	The HomePhone property of the People table.
ImportId	Integer	False	The ImportId property of the People table.
JobSeniority	String	False	The JobSeniority property of the People table.
LastCompletedStepId	Integer	False	The LastCompletedStepId property of the People table.
LastCompletedStepCadenceId	Integer	False	The LastCompletedStepCadenceId property of the People table.
LastContactedAt	Datetime	True	The LastContactedAt property of the People table.
LastContactedById	Integer	False	The LastContactedById property of the People table.
LastContactedType	String	False	The LastContactedType property of the People table.
LastName	String	False	The LastName property of the People table.
LastRepliedAt	Datetime	True	The LastRepliedAt property of the People table.
LinkedinUrl	String	False	The LinkedinUrl property of the People table.
Locale	String	False	The Locale property of the People table.
MobilePhone	String	False	The MobilePhone property of the People table.
MostRecentCadenceId	Integer	False	The MostRecentCadenceId property of the People table.
OwnerId	Integer	False	The OwnerId property of the People table.
OwnerCrmId	String	False	The OwnerCrmId property of the People table.
PersonCompanyIndustry	String	False	The PersonCompanyIndustry property of the People table.
PersonCompanyName	String	False	The PersonCompanyName property of the People table.
PersonCompanyWebsite	String	False	The PersonCompanyWebsite property of the People table.
PersonStageId	Integer	False	The PersonStageId property of the People table.
PersonalEmailAddress	String	False	The PersonalEmailAddress property of the People table.
PersonalWebsite	String	False	The PersonalWebsite property of the People table.
Phone	String	False	The Phone property of the People table.
PhoneExtension	String	False	The PhoneExtension property of the People table.
SecondaryEmailAddress	String	False	The SecondaryEmailAddress property of the People table.
State	String	False	The State property of the People table.
Tags	String	False	The Tags property of the People table.
Title	String	False	The Title property of the People table.
TwitterHandle	String	False	The TwitterHandle property of the People table.
UpdatedAt	Datetime	True	The UpdatedAt property of the People table.
WorkCity	String	False	The WorkCity property of the People table.
WorkCountry	String	False	The WorkCountry property of the People table.
WorkState	String	False	The WorkState property of the People table.
AccountCRMId	String	False	Account CRM ID.
LocaleUTCOffset	Integer	False	The locale's timezone offset from UTC in minutes.
EUResident	Boolean	False	Whether this person is marked as a European Union Resident or not.
CustomFields	String	False	Custom fields are defined by the user's team. Only fields with values are presented in the API.
SuccessCount	Integer	False	The person's success count. 1 if person has any active successes, 0 otherwise.
Starred	Boolean	False	Whether this person is starred by the current user.
Untouched	Boolean	False	The person's untouched status.
HotLead	Boolean	False	Whether this person is marked as a hot lead.
CadenceIds	String	False	The list of active cadence ids (comma-separated) person is added to.
OwnedByGuid	String	False	The OwnedByGuid property of the People table.
CanEmail	Boolean	False	The CanEmail property of the People table.
CanCall	Boolean	False	The CanCall property of the People table.
TagId	String	False	The TagId property of the People table.
OwnerIsActive	Boolean	False	The OwnerIsActive property of the People table.
CadenceId	Integer	False	The cadenceid property of the People table.