> ## Documentation Index
> Fetch the complete documentation index at: https://docs.momentum.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrating Salesloft with Momentum AI

Momentum connects to your Salesloft account to automatically ingest Dialer/Cold-call recordings and metadata into Momentum's Call Library. These calls are processed like any other source in Momentum: summarized, analyzed, and made searchable.

## Prerequisites

<Note>
  You'll need Salesloft administrator access and a Momentum admin account.
  Ensure users exist in both systems with matching work emails.
</Note>

* Salesloft account with API access to Call Activities and recordings.
* Momentum workspace permissions to install and manage integrations.
* Calls must have a recording available and accessible in Salesloft for audio processing.

## 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.

<Warning>
  If your organization restricts app installs, your Salesloft admin may need to
  approve the Momentum app.
</Warning>

## What Gets Synced

* Source: Salesloft Activities > Calls ([API docs](https://developers.salesloft.com/docs/api/activities-calls-index))
* Frequency: every 15 minutes
* Filters: excludes calls with dispositions “No Answer”, “Not in Service”, “Voicemail Full”, and “Wrong Number”
* Content: call recording (if available) and metadata (e.g., call ID, timestamps, disposition, user/owner, and related references)

## Where to Find Calls

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

## Sync Timing and Limitations

* Allow up to 15 minutes from availability in Salesloft to appearance in Momentum.
* Recording must exist and be accessible in Salesloft for audio to process.
* Only supported dispositions are ingested; other dispositions are ignored.
* Salesloft permissions limit what Momentum can retrieve; restricted users/calls are not synced.

## Assign AI License Seats

1. Log in to the [Momentum admin](https://app.momentum.io/admin/team) page.
2. In Team, invite or locate users to license.
3. Click **Assign AI License** for each user.

   <img src="https://mintcdn.com/momentum/yXftDVSA9sTQ9RCF/images/assign-ai-license-to-user.png?fit=max&auto=format&n=yXftDVSA9sTQ9RCF&q=85&s=13618accba73a02316e9ae7d8335d23d" alt="assign-ai-license-to-user" width="2664" height="548" data-path="images/assign-ai-license-to-user.png" />

   <img src="https://mintcdn.com/momentum/WF-lGLNBRMBGKcxn/images/momentum-ai-salesloft-integration/salesloft-assign-dialer-call-import-license.png?fit=max&auto=format&n=WF-lGLNBRMBGKcxn&q=85&s=72654577c22be3ed6c63ed1cdb58b89d" alt="salesloft-assign-dialer-call-import-license" width="1152" height="974" data-path="images/momentum-ai-salesloft-integration/salesloft-assign-dialer-call-import-license.png" />

## Security and Access

* Read-only: Momentum retrieves Salesloft Call Activities and recordings; it does not write back to Salesloft.
* To ingest Salesloft Call Activities, Momentum requires the `calls:read` scope and appropriate permissions to import corresponding audio recordings.
* Access is governed by your Salesloft and Momentum permissions.
* You can disconnect anytime in Momentum Settings > Integrations; you may also revoke access in Salesloft.

## Troubleshooting

* **A call isn't showing up:**

  * Confirm the call's disposition is NOT one of: “No Answer”, “Not in Service”, “Voicemail Full”, or “Wrong Number”.
  * Verify a recording exists and is accessible in Salesloft.
  * Allow up to 15 minutes for the next sync cycle.
  * Check that the Salesloft connection is Active in Momentum.

* **Audio won't play:**

  * Ensure the recording link in Salesloft is valid and not restricted.

* **Still stuck?**
  Contact support via your shared Slack channel or email [support@momentum.io](mailto:support@momentum.io) with the Salesloft call ID and timestamp so we can investigate.

## FAQs

* **Does Momentum write to Salesloft?**
  No, the integration is read-only.

* **Can we change which dispositions are ingested?**
  We exclude calls with the following dispositions: “No Answer”, “Not in Service”, “Voicemail Full” and “Wrong Number”.

* **Do you support historical backfill?**
  By default, ingestion starts after connection. For backfill, contact Momentum.

* **How often are calls imported?**
  Every 15 minutes.

## Disconnecting the Integration

* In Slack: type `/configure`, select the Momentum app, and click **Log Out** next to Salesloft.
* Optionally contact Momentum to confirm the disconnect completed as expected.

## Need Help?

If you have questions about setup, permissions, or backfills, contact Momentum Support and include:

* Your workspace name
* The Salesloft Call ID(s)
* A brief description of the issue and when it occurred