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Setting up the Salesloft Conversations integration

Connect Salesloft to Brevity so every Salesloft conversation flows into Meeting Analyzer automatically. Once connected, Brevity ingests the audio and transcript of each conversation and runs the full analytics pipeline — coaching, compliance, risk scoring, and action items — with no manual uploads.

Overview

The Salesloft integration uses an API key to pull conversations from your Salesloft workspace into Brevity. After you connect, every new Salesloft conversation is delivered to Brevity in near real time via webhook, with a 6-hour polling fallback so nothing slips through. On first connection, Brevity backfills the last 90 days of your Salesloft conversation history so you have data from day one.

What gets ingested today: audio and transcript. Video is not currently included in the Salesloft sync.

Plan availability: included on all paid plans at no additional cost.

Before you start

To complete the connection you'll need:

  • A Salesloft Admin user. Only Salesloft Admins can generate the API key with the right access. If a non-admin attempts the connection, the key will either fail validation or sync partial data.
  • The required Salesloft API scopes. When you generate the key in Salesloft, enable each of these:
    • accounts:read — in the Buyers and companies section
    • people:read — in the Buyers and companies section
    • conversations:read — in the Sales activity section
    • team:read — in the Team administration section

Missing any of these scopes will cause the connection to fail or produce incomplete data.

Connect Salesloft to Brevity

  1. In Salesloft, generate a new API key with the four scopes listed above.
  2. In Brevity, go to Connections (or Integrations) and find the Salesloft tile.
  3. Click Connect.
  4. Paste the API key into the connection modal and submit.
  5. Brevity validates the key and confirms the connection. Once connected, the Salesloft tile shows a Connected state along with the last sync timestamp.

If the connection fails on submit, double-check that the key was generated by a Salesloft Admin and that all four scopes were enabled.

What gets ingested

When the integration is active, Brevity pulls:

  • Video recordings of Salesloft conversations
  • Audio recordings of Salesloft conversations
  • Transcripts of those conversations, with speaker identification where Salesloft provides it

Each ingested conversation runs through Brevity's standard Meeting Analyzer pipeline, so you'll see the same coaching, compliance, risk, and action-item reports you get from other connected sources.

How sync works

  • New conversations are delivered to Brevity in near real time via webhook when a Salesloft conversation completes.
  • A 6-hour polling fallback runs continuously to catch anything the webhook might have missed.
  • A 90-day historical backfill runs on first connect, bringing in your recent Salesloft conversation history. The backfill typically completes within a few hours; you'll see conversations appear in Brevity as they're processed.

Disconnecting or re-authenticating

To disconnect:

  1. Go to Connections in Brevity.
  2. Open the Salesloft tile and click Disconnect.
  3. Confirm. New conversations will stop syncing immediately. Conversations Brevity has already ingested remain available for review.

To re-authenticate (for example, if your Salesloft API key was rotated):

  1. Generate a new API key in Salesloft with the same scopes listed above.
  2. In Brevity, open the Salesloft tile and click Reconnect.
  3. Paste the new key and submit.

Troubleshooting

The connection fails immediately. The API key was either typed incorrectly, generated by a non-admin user, or is missing one or more required scopes. Regenerate the key in Salesloft as a Salesloft Admin with all four scopes enabled, then try again.

Conversations are syncing but some data is missing. Confirm that all four required scopes are enabled on the API key. Missing a scope can produce a partial connect — the integration shows Connected, but specific objects (people, teams, or conversations) won't be pulled.

Video isn't coming through. Video is not currently included in the Salesloft sync. Brevity ingests audio + transcript only.

Conversations aren't showing up. Check the last-sync timestamp on the Salesloft tile. If it's recent, the conversation may simply be processing — most conversations appear within minutes of completion. If the timestamp is stale, disconnect and reconnect with a fresh API key.

FAQ

Do I need a meeting bot in the call for Salesloft sync to work? No. Brevity pulls finished conversations directly from Salesloft's API. There's no bot to invite and no calendar connection required.

Will Brevity pull every Salesloft conversation, or just the ones I want? Once connected, Brevity ingests all conversations that the API key's user has access to. Use Salesloft's own access controls to scope what Brevity sees.

How long does the 90-day backfill take? Most organizations see backfill complete within a few hours of first connect. Larger histories may take longer; conversations become available in Brevity as they're processed.

Can I limit who in my org has the integration's data flow into Brevity? The integration follows the access granted by the Salesloft API key. Tighten or broaden the user/team scope on the Salesloft side as needed.

What happens if I rotate my Salesloft API key? The existing Brevity connection will start failing once the old key is invalidated. Generate a new key with the same four scopes and reconnect in Brevity to resume sync.

Need help? Reach out to your Customer Success Manager.