Introduction

Salesloft Frontend Integrations enable customers and developers to bring their application experience into Salesloft's application through iframe connection points. These integrations focus on functionality and experience, while remaining secure in how data is accessed.

An integration can include as many connection points as desired. Each connection point is a distinct iframe URL. The points that a Frontend Integration can connect into Salesloft's application are:

Full Page - The integration receives a full page of content. Users can access this integration via an integration navigation component.

Person Smart Panel - The integration will appear on the person detail page once installed. It can be reorganized by the user, like our other smart panels, or hidden for a particular user.

Account Smart Panel - The integration will appear on the account detail page once installed. It can be reorganized by the user, like our other smart panels, or hidden for a particular user.

Email & Template Editor - The integration receives a toolbar list entry on the email and template editor. This integration is accessed in app when sending an email, authoring an email signature, authoring snippets, and authoring templates. The integration can insert html into the editor.

Custom Steps - The integration contains a step that can be added into any cadence on the team. The custom step will appear in the user's list of steps to complete. Custom steps must utilize the REST API to complete the provided actions.

A Ruby demo integration is available at https://github.com/SalesLoft/public-demo-frontend-integration. This demo provides integration into each different connection point and goes over the authentication flow as well as API requests.