Create or update a person

Create or update a person

Creates a Salesloft person, or updates the one matched by id, CRM id or email address, and says which it did.

Note: Set upsert_key to id, crm_id or email_address; without it an existing person is never updated, and a key matching more than one person fails. Needs the people:write scope.

Set up

Use the first option your agent supports.

API (official)

• Base URL: https://api.salesloft.com
• Endpoint: POST /v2/person_upserts
• Auth: send the header Authorization: Bearer $SALESLOFT_API_KEY
• Docs: https://developers.salesloft.com/docs/platform/api-basics/api-key-authentication/

Before anything else, confirm access with the cheapest read-only call, like a list or a search. Never send or change anything to test access.

Rules

• Ask the user before anything that sends messages, costs money, or changes data, and say how many records it touches. One approval covers a batch the user has seen.
• Never print API keys.