Adding users from Snowflake to Salesloft Cadence

UI demo video

Watch the same steps in the Polytomic admin console in this demo video.

Code

Set your Polytomic API key as an environment variable:

$ export POLYTOMIC_API_KEY=YOUR-API-TOKEN

This example covers six steps:

Create a Snowflake Connection.
Create a Salesloft Connection.
Create a Snowflake model over a custom SQL query.
List the available Salesloft cadences.
List the target fields on a specific cadence.
Sync users from Snowflake into a Salesloft cadence.

1. Create a Snowflake connection

The Snowflake instance must be reachable from Polytomic over the network. See the Polytomic IP allowlist for the source addresses to allow.

cURL

Python

Typescript

Go

$      curl --request POST \
>      --url https://app.polytomic.com/api/connections \
>      --header "accept: application/json" \
>      --header "content-type: application/json" \
>      --header "X-Polytomic-Version: 2024-02-08"  \
>      --header "Authorization: Bearer ${POLYTOMIC_API_KEY}" \
>      -d '{
>      "name": "Snowflake Connection",
>      "type": "snowflake",
>      "configuration": {
>         "account": "uc193736182",
>         "username": "user",
>         "password": "secret",
>         "dbname": "database"
>         }
>     }'

2. Create a Salesloft connection

The following request creates a Salesloft Connection that authenticates through Polytomic Connect’s embedded OAuth modal. You can also connect with a Salesloft API key or run OAuth yourself and pass the client credentials to Polytomic — see the Salesloft connection configuration for details.

cURL

Python

Typescript

Go

$ curl --request POST  \
>      --url https://app.polytomic.com/api/connections \
>      --header "accept: application/json"  \
>      --header "content-type: application/json"  \
>      --header "X-Polytomic-Version: 2024-02-08"   \
>      --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>      -d '{"name": "My Salesloft Connection","type": "salesloft", "configuration": {"auth_method": "oauth"}}'

If you authenticate to Salesloft with OAuth instead of an API key, open the URL returned in the auth_url field of the response to complete the flow.

OAuth redirection

By default, the API expects auth_url to open in a new browser window. Set the optional redirect_url parameter in the request body to change the redirect target.

3. Create a Snowflake model

The following request creates a model over a Snowflake query. Replace the query with your own:

cURL

Python

Typescript

Go

$ curl --request POST  \
>      --url https://app.polytomic.com/api/models \
>      --header "accept: application/json"  \
>      --header "content-type: application/json"  \
>      --header "X-Polytomic-Version: 2024-02-08"  \
>      --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>      -d '{
>            "name": "Active Users",
>             "configuration": {
>                "query": "SELECT MAX(last_activity_date) AS last_activity_date, plan, first_name, last_name, email FROM users GROUP BY plan, first_name, last_name, email",
>             },
>             "connection_id": "YOUR-SNOWFLAKE-CONNECTION-ID"
>           }'

4. List the Salesloft target objects

Polytomic can sync to Salesloft Accounts, People, and Cadences. Every Salesloft cadence appears as a target object alongside Accounts and People:

cURL

Python

Typescript

Go

$ curl --request POST  \
>      --url https://app.polytomic.com/api/connections/YOUR_SALESLOFT_CONNECTION_ID/modelsync/targetobjects \
>      --header "accept: application/json"  \
>      --header "content-type: application/json"  \
>      --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"

5. List the target fields on a Salesloft cadence

Call the Get Sync Target Fields endpoint to list the target fields available on the cadence you plan to sync to. The fields you map in Step 6 come from this set:

cURL

Python

Typescript

Go

$ curl -G  \
>      --url https://app.polytomic.com/api/connections/YOUR_SALESLOFT_CONNECTION_ID/modelsync/target/fields \
>      --header "accept: application/json"  \
>      --header "content-type: application/json"  \
>      --header "Authorization: Bearer ${POLYTOMIC_API_KEY}" \
>      --url-query "target=YOUR_SALESLOFT_CADENCE_ID"

6. Sync Snowflake users into a Salesloft cadence

This sync matches existing Salesloft Person records on email and also syncs first_name and last_name from Snowflake.

If a Person does not exist in Salesloft, Polytomic creates it before adding it to the cadence. If it does exist, Polytomic updates it with the mapped field values before adding it.

Specify the target cadence with target.object:

cURL

Python

Typescript

Go

$ curl --request POST  \
>      --url https://app.polytomic.com/api/syncs \
>      --header "accept: application/json"  \
>      --header "content-type: application/json"  \
>      --header "Authorization: Bearer ${POLYTOMIC_API_KEY}"  \
>      -d '{
>           "name": "Snowflake to Salesloft Cadence Sync",
>           "mode": "updateOrCreate",
>           "identity": {
>                "source": {
>                     "field": "email",
>                     "model_id": "YOUR_SNOWFLAKE_MODEL_ID"
>                },
>                "target": "Email",
>                "function": "equality"
>            },
>           "fields": [
>                {
>                     "source": {
>                          "field": "first_name",
>                          "model_id": "YOUR_SNOWFLAKE_MODEL_ID"
>                     },
>                     "target": "FirstName"
>                },
>                {
>                     "source": {
>                          "field": "last_name",
>                          "model_id": "YOUR_SNOWFLAKE_MODEL_ID"
>                     },
>                     "target": "LastName"
>                }
>           ],
>           "schedule": {
>                "frequency": "manual"
>           },
>           "target": {
>                "connection_id": "YOUR_SALESLOFT_CONNECTION_ID",
>                "object": "my-salesloft-cadence"
>           }
>      }'