This article is designed to help you review and resolve issues with the Flowbuilder - Salesloft integration.
Stage | Problem | Details | Solution |
Node | Error created when a Lead enters the Salesloft node in a Lead router graph |
Occurs when a Lead is routed to someone that does not yet exist in Salesforce "Error: person id no person with crm id found" |
Option 1. Confirm Automation rules to create new record are complete (Salesloft Document) Option 2. Sync Salesforce and Salesloft timing via a set-up Option 3. Increase the number of minutes before retrying |
Node | Unable to load cadence in Node |
Occurs when trying to select a specific cadance in the node |
Option 1. Confirm that the specific cadence is set to Team Cadence and Public Option 2. Check to see if the cadence has any missing criteria Option 3. Re-load the authorization key and client secret Option 4. Contact Salesloft support for further help. |
The attachment is Salesloft's Automation Rules Guide.