Create Person
Creates a new person record with name, email, phone, job title, owner, and custom fields.
ify is an AI support agent that seamlessly integrates with Salesloft [Beta] to understand customer context, use approved tools, and complete resolutions across your support stack.
Resolution flow
The point is not another integration badge. ify uses Salesloft [Beta] as part of the work required to resolve a customer request, then carries the result back into the support conversation.
ify understands what the customer needs and whether Salesloft [Beta] is the right system to check.
It looks up the relevant sales & crm context directly from Salesloft [Beta], not a stale copy.
With 80 supported tools, ify can complete approved steps inside Salesloft [Beta].
The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.
ify calls these 80 tools inside Salesloft [Beta] to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.
Creates a new person record with name, email, phone, job title, owner, and custom fields.
Updates one or more fields on an existing person record by Salesloft ID.
Creates a new person or updates an existing one matched by email address to prevent duplicates.
Permanently removes a person record. Irreversible without contacting support.
Fetches the complete details of a single person record by Salesloft ID.
Searches for an existing person using filter criteria such as email address or name.
Creates a new company/account with name, domain, industry, owner, tags, and custom fields.
Updates fields on an existing account — name, domain, owner, account stage, or tags.
Permanently deletes an account. All connected people will be unlinked.
Resolution paths
Each path starts with one customer need, uses the right Salesloft [Beta] tool, and ends with a verified answer or action inside the support conversation.
Path 01
Creates a new person record with name, email, phone, job title, owner, and custom fields.
Path 02
Updates one or more fields on an existing person record by Salesloft ID.
Path 03
Creates a new person or updates an existing one matched by email address to prevent duplicates.
Connected stack
Customer requests rarely live in one system. ify can use Salesloft [Beta]alongside the apps your support team already checks to verify context, take action, and close the loop.
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Stop losing customers to slow support. ify resolves, remembers, and escalates, so your team only handles what actually needs them.
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