salesloft-core-workflow-b

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

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

// 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

// 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

// 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

• Email Activities
• Call Activities
• SalesLoft API Reference

Next Steps

For common errors, see salesloft-common-errors.