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Momentum AI’s Salesloft integration also supports Salesloft Conversation Intelligence(CI). With this integration, you can allow Momentum to access all your Salesloft Conversations, including video recordings. There’s no need to alter how your team’s calls are recorded or reconfigure Zoom or other video callers to incorporate Momentum.

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Prerequisites

You’ll need Salesloft administrator access and a Momentum admin account. Ensure users exist in both systems with matching work emails.
  • Salesloft account with API access to Conversations and recordings (where applicable).
  • Momentum workspace permissions to install and manage integrations.

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Connect Salesloft

  1. In Slack, type /configure to open Momentum’s Integrations menu.
  2. Select Salesloft and click Authorize.
  3. Sign in to Salesloft and approve the requested scopes.
  4. When connected, the status will show as Active.
If your organization restricts app installs, your Salesloft admin may need to approve the Momentum app.

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What Gets Synced

  • Source: Salesloft Conversations (API docs)
  • Frequency: every 15 minutes
  • Content: call recording (if available) and metadata (e.g., call ID, timestamps, user/owner, and related references)

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Where to Find Calls

  • Open the Call Library in Momentum to browse, search, and play Salesloft CI calls.
  • Standard processing applies: AI summaries, key moments, trackers/extractions, and full-text search.

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Sync Timing and Limitations

  • Allow up to 15 minutes from availability in Salesloft to appearance in Momentum.
  • Salesloft permissions limit what Momentum can retrieve; restricted users/calls are not synced.

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Assign AI License Seats

  1. Log in to the Momentum admin page.
  2. In Team, invite or locate users to license.
  3. Click Assign AI License for each user. assign-ai-license-to-user salesloft-ci-assign-video-source-license

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Security and Access

  • Read-only: Momentum retrieves Salesloft Conversations and recordings; it does not write back to Salesloft.
  • To ingest Salesloft Conversations, Momentum requires the conversations:read scope and appropriate permissions to import corresponding recordings (where applicable).
  • Access is governed by your Salesloft and Momentum permissions.
  • You can disconnect anytime in Momentum Settings > Integrations; you may also revoke access in Salesloft.

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Need Help?

If you have questions about setup, permissions, or backfills, contact Momentum Support and include:
  • Your workspace name
  • The Salesloft Conversation ID(s)
  • A brief description of the issue and when it occurred