Watch the same steps in the Polytomic admin console in this demo video.
Set your Polytomic API key as an environment variable:
This example covers six steps:
The Snowflake instance must be reachable from Polytomic over the network. See the Polytomic IP allowlist for the source addresses to allow.
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.
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.
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.
The following request creates a model over a Snowflake query. Replace the query with your own:
Polytomic can sync to Salesloft Accounts, People, and Cadences. Every Salesloft cadence appears as a target object alongside Accounts and People:
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:
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: