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People.ai Integration Guide
Connect People.ai revenue and activity intelligence with CRM, communication, analytics, and operational systems through authenticated APIs and orchestrated synchronization workflows.
People.ai integration options at a glance
People.ai is designed for API-oriented exchange of revenue and customer-activity data, with REST APIs as the primary custom integration mechanism. Martini can consume People.ai REST endpoints, retrieve Accounts, People, Activities, Opportunities, Users, and Engagements, and map them into CRM, database, analytics, or operational models. Authentication may use API keys or tenant-issued credentials, although the exact header format, scopes, and OAuth support must be confirmed for each environment. General-purpose webhooks, callbacks, bulk APIs, file interfaces, and direct database access were not verified, so scheduled polling with pagination and incremental filters is the conservative synchronization pattern.
| Integration point | Supported by People.ai? | Common use cases | How Martini supports it |
|---|---|---|---|
| REST APIs | Yes | Retrieve or exchange People.ai Accounts, People, Activities, Opportunities, Users, and Engagements for CRM enrichment, analytics, and operational workflows. Available resources, write operations, pagination, filtering, and limits require tenant-level confirmation. | Martini can consume authenticated REST endpoints, transform responses, apply validation and business rules, and expose controlled APIs for downstream consumers. |
| Webhooks / outbound callbacks | Not confirmed | People.ai outbound event delivery for changes to Activities, Accounts, People, Opportunities, or Engagements was not verified. Tenant-specific callbacks may exist but must be confirmed. | If supported by the deployment, Martini can receive callbacks through an API endpoint or webhook-triggered workflow; otherwise it can use scheduled polling. |
| Bulk / async / batch APIs | Not confirmed | No definitive dedicated bulk or asynchronous People.ai API was verified. Large transfers may require paginated REST reads and scheduled processing. | Martini can partition scheduled retrievals, persist progress, throttle requests, and process pages incrementally when the API exposes suitable filters or cursors. |
| Authentication | Limited | API keys or tenant-issued credentials may be used, while OAuth support, header format, token lifecycle, and scopes require confirmation from People.ai documentation or the tenant. | Martini can externalize credentials in secrets and environment configuration and use the confirmed authentication model in workflows and APIs. |
| File / attachment APIs | Not confirmed | No official People.ai file or attachment API was verified, and connected activity metadata does not establish arbitrary file transfer support. | Martini can process files from separately supported endpoints, but should not assume People.ai can upload or download arbitrary attachments. |
| Database / analytics access | No | No direct People.ai customer database, JDBC, SQL, or warehouse interface was verified. | Martini should use supported People.ai APIs or exports and can write normalized results to approved databases or analytics destinations. |
| Scheduled synchronization | Yes | Scheduled retrieval is the conservative fallback when outbound callbacks are unavailable or unverified. It supports incremental activity, relationship, and engagement synchronization. | Martini scheduler-triggered workflows can retrieve time windows or cursors, paginate results, checkpoint progress, and retry transient failures. |
How People.ai exposes data and business events
People.ai REST APIs
People.ai REST APIs are the primary confirmed mechanism for custom application integration. They can support exchange of revenue- and activity-related objects, but the applicable resources, operations, filtering, pagination, rate limits, and tenant entitlements must be confirmed against the customer’s API contract.
Martini implementation pattern
Martini implementation pattern: a scheduled or API-triggered workflow authenticates with tenant-approved credentials, retrieves People.ai resources incrementally, follows pagination, maps the response into a canonical model, applies validation and business rules, and writes to the target system or database. The workflow stores checkpoints and separates retryable transport failures from data-quality errors.
Implementation sequence
Scheduled synchronization
Because general-purpose People.ai webhooks and callbacks were not verified, scheduled synchronization is the conservative integration approach. A scheduler can periodically retrieve changed Activities, Accounts, People, Opportunities, Users, or Engagements if the API supports timestamps, cursors, or other incremental filters.
Martini implementation pattern
Martini implementation pattern: a scheduler invokes a workflow for a bounded time window, reads pages from People.ai, persists progress after successful processing, and repeats safely after failure. If People.ai later confirms outbound callbacks, the same mapping and business-rule stages can be reused behind a webhook-triggered entry point.
Implementation sequence
People.ai callbacks or event notifications
General-purpose outbound callbacks for People.ai object changes were not confirmed. Any real-time design must first verify available event types, payloads, delivery authentication, retry behavior, and replay semantics for the customer’s deployment.
Martini implementation pattern
Martini implementation pattern: if People.ai provides supported callbacks, Martini can expose an authenticated API endpoint and trigger a workflow from the notification. The workflow should treat the notification as a signal, retrieve the current resource when necessary, apply idempotency checks, and retain scheduled reconciliation as a recovery path.
Implementation sequence
Common People.ai integration patterns
Pattern 1: Sync People.ai activities to a data warehouse
When to use this pattern
Use this pattern when analytics teams need a normalized history of customer-facing interactions and their revenue relationships. A scheduled process retrieves changed Activities and related Accounts, People, and Opportunities, then writes a durable analytical model.
Integration direction
Example Mapping
| People.ai Field | Canonical Field | Target Field |
|---|---|---|
| activityId | sourceActivityId | activity_id |
| activityType | interactionType | activity_type |
| activityTimestamp | occurredAtUtc | occurred_at_utc |
| opportunityId | sourceOpportunityId | opportunity_id |
Martini implementation pattern
A scheduler starts a Martini workflow that loads its checkpoint, retrieves paginated People.ai data, normalizes timestamps and identifiers, resolves related objects, and writes idempotently to warehouse tables. Validation failures are isolated, transient errors are retried, and the checkpoint advances only after successful writes.
Martini capabilities used
- workflow scheduling
- API consumption
- pagination and checkpointing
- data mapping
- data transformation
- validation
- error handling
Pattern 2: Enrich CRM opportunities with People.ai engagement data
When to use this pattern
Use this pattern when Salesforce or Microsoft Dynamics 365 users need relationship and engagement context on Accounts, Contacts, Leads, or Opportunities. People.ai remains the source for selected activity or engagement measures while CRM ownership rules control updates.
Integration direction
Example Mapping
| People.ai Field | Canonical Field | Target Field |
|---|---|---|
| accountId | customerAccountKey | Account.Id |
| personId | contactKey | Contact.Id |
| engagementScore | relationshipEngagement | Opportunity.Engagement__c |
| lastActivityTimestamp | lastCustomerInteractionAt | Opportunity.Last_Activity__c |
Martini implementation pattern
Martini retrieves People.ai data, matches CRM identifiers or approved email keys, applies field ownership and freshness rules, and updates only permitted CRM fields. Missing matches and ambiguous identities are routed to an exception path, while retries use deterministic keys to avoid duplicate updates.
Martini capabilities used
- API consumption
- data mapping
- identity matching
- business rules
- idempotent writes
- exception handling
Pattern 3: Reconcile CRM opportunities with People.ai activities
When to use this pattern
Use this pattern when revenue operations needs to identify Opportunities with insufficient recent engagement. Martini compares CRM pipeline data with People.ai Activities, applies a time-window rule, and publishes exceptions to an operational system or controlled API.
Integration direction
Example Mapping
| People.ai Field | Canonical Field | Target Field |
|---|---|---|
| Opportunity.Id | opportunityKey | exception.opportunity_id |
| Activity.activityTimestamp | lastEngagementAt | exception.last_engagement_at |
| Opportunity.stage | pipelineStage | exception.stage |
| Opportunity.ownerId | ownerKey | exception.owner_id |
Martini implementation pattern
A Martini workflow retrieves the relevant CRM Opportunities and People.ai Activities, normalizes time zones, joins by approved identifiers, and applies configurable engagement thresholds. It creates or updates an exception using an idempotency key and retries target delivery without duplicating alerts.
Martini capabilities used
- workflow orchestration
- API consumption
- data joining
- time normalization
- business rules
- idempotency
- retry handling
Pattern 4: Produce scheduled People.ai operational reports
When to use this pattern
Use this pattern when operations teams need recurring activity or engagement extracts for reporting consumers. The workflow partitions date windows, retrieves People.ai data, transforms it into a reporting model, and delivers it to a database, file destination, or internal API.
Integration direction
Example Mapping
| People.ai Field | Canonical Field | Target Field |
|---|---|---|
| activityType | interactionCategory | report.interaction_category |
| accountId | accountKey | report.account_key |
| userId | attributedUserKey | report.user_key |
| updatedAt | sourceUpdatedAtUtc | report.source_updated_at |
Martini implementation pattern
Martini schedules bounded extraction windows, throttles API calls, transforms JSON responses into the reporting schema, and writes results to the selected consumer. Late-arriving updates are covered by overlap windows or reconciliation, and failures are logged with enough context for replay without exposing unnecessary communication content.
Martini capabilities used
- scheduler triggers
- REST API consumption
- JSON handling
- mapping and transformation
- file or database delivery
- monitoring
- error handling
Applications commonly integrated with People.ai
People.ai commonly sits alongside CRM, communication, and sales-engagement systems that provide or consume customer-facing activity. The exact integration scope and authorization model should be confirmed for the customer’s People.ai deployment.
| Application | Scenario | Direction | Martini Pattern |
|---|---|---|---|
| Salesforce | Synchronize Accounts, Contacts, Leads, Opportunities, and sales activity so engagement can be evaluated in the context of revenue execution. | Salesforce → Martini → People.ai | Martini can retrieve or receive selected Salesforce data, map identifiers and relationship fields, and orchestrate authenticated People.ai API calls. Separate workflows can retrieve People.ai Activities or Engagements and apply controlled updates back to Salesforce. |
| Microsoft Dynamics 365 | Connect CRM accounts, contacts, and opportunities with captured communication and meeting activity. | Microsoft Dynamics 365 → Martini → People.ai | Use Martini workflows to synchronize approved CRM objects and People.ai activity data, resolve cross-system identifiers, validate field ownership, and retry transient API failures without overwriting CRM-authoritative fields. |
| Microsoft 365 | Provide email and calendar activity that contributes to relationship and engagement analysis where the deployment supports it. | Microsoft 365 → People.ai | Where People.ai exposes the relevant connected-system capability, Martini can orchestrate supporting data exchanges or downstream synchronization using authenticated APIs and environment-managed credentials. |
| Google Workspace | Capture customer-facing email and calendar activity for relationship analytics where supported by the People.ai environment. | Google Workspace → People.ai | Martini can mediate approved data flows, normalize timestamps and participant identifiers, and route selected activity data to downstream systems while limiting sensitive content. |
| Slack | Provide collaboration context where the customer’s People.ai deployment supports that integration. | Slack → Martini → People.ai | Treat Slack as an environment-specific source rather than an assumed People.ai capability. If supported endpoints are available, Martini can authenticate, filter approved data, transform it, and orchestrate delivery. |
| Outreach | Combine sales-engagement sequence activity with CRM and relationship intelligence where supported. | Outreach → People.ai | Martini can synchronize approved sequence or activity data through documented APIs, apply source-precedence rules, deduplicate interactions, and publish a normalized model for reporting or CRM enrichment. |
| Salesloft | Consolidate cadence, call, email, and task activity with account and opportunity engagement data where supported. | Salesloft → People.ai | Use scheduled or API-triggered Martini workflows to retrieve permitted activity data, map it to People.ai or downstream identifiers, and handle pagination, throttling, and replay safely. |
| Zoom | Associate meeting activity and participation with customer relationships and opportunities where supported. | Zoom → People.ai | If the tenant provides the required supported endpoints, Martini can normalize meeting metadata, resolve People.ai relationships, and deliver only the fields required by analytics or operational processes. |
How to build a People.ai integration in Martini
Objective
Confirm People.ai API access, endpoint details, tenant entitlements, and the authentication model before building the workflow.
Instructions in Martini
- Confirm the applicable People.ai API contract and permitted resources
- Store API keys or tenant credentials in Martini secrets
- Separate development, test, and production configuration
- Confirm scopes, rate limits, and write permissions where applicable
Objective
Select a schedule as the default trigger unless People.ai confirms a supported callback or event notification for the required use case.
Instructions in Martini
- Use a scheduler for incremental synchronization
- Use an API or webhook-triggered workflow only when the delivery contract is confirmed
- Define bounded time windows or cursor-based retrieval
- Provide a reconciliation schedule for missed or corrected data
Objective
Retrieve the required People.ai objects while preserving progress and controlling request volume.
Instructions in Martini
- Call the confirmed REST resources
- Follow pagination or continuation information
- Persist the last successful cursor or timestamp
- Throttle requests and handle HTTP 429 responses
Objective
Coordinate retrieval, relationship resolution, transformation, target writes, and recovery behavior in one maintainable Martini workflow.
Instructions in Martini
- Sequence related Account, People, Activity, Opportunity, User, and Engagement processing
- Separate transient, authentication, validation, and business-data failures
- Route unresolved relationships to an exception path
- Use reusable mappings and services where appropriate
Objective
Convert People.ai payloads into a canonical model and then into the target system’s schema without passing unvalidated fields through blindly.
Instructions in Martini
- Normalize timestamps to UTC while retaining source context when needed
- Map stable source and target identifiers
- Apply explicit defaults and field-length or type validation
- Filter sensitive communication content to the required fields
Objective
Apply business rules for ownership, deduplication, source precedence, relationship matching, and freshness before writing data.
Instructions in Martini
- Use deterministic keys for idempotent processing
- Define source precedence for duplicate Activities
- Avoid overwriting CRM-authoritative fields
- Handle records that arrive before related objects
Common People.ai data objects used in integrations
| Object | Typical Use | Common target systems | Martini handling |
|---|---|---|---|
| Accounts | Organizations or customer accounts associated with revenue activity and relationship analysis. | Salesforce, Microsoft Dynamics 365, data warehouses, analytics platforms | Martini maps stable identifiers and account attributes, resolves relationships, validates required fields, and applies source-authority rules before writing targets. |
| People | Individuals, contacts, or participants associated with customer engagement. | Salesforce, Microsoft Dynamics 365, identity or analytics data stores | Martini matches People using approved CRM identifiers or email addresses, normalizes fields, and protects sensitive communication-related data. |
| Activities | Captured emails, meetings, calls, and other customer-facing interactions. | Salesforce, Microsoft Dynamics 365, data warehouses, reporting systems | Martini retrieves Activities incrementally, normalizes timestamps, deduplicates cross-source interactions, and maps relationship identifiers. |
| Opportunities | Sales opportunities or revenue motions associated with Accounts and Activities. | Salesforce, Microsoft Dynamics 365, revenue reporting platforms | Martini correlates Opportunities with Accounts and Activities, applies field ownership rules, and performs idempotent updates where permitted. |
| Users | Internal sales or go-to-market users whose activity is captured and attributed. | CRM platforms, identity directories, analytics stores | Martini maps user identifiers and attribution fields, validates references, and handles unmatched users through an exception path. |
| Engagements | Aggregated relationship or interaction data associated with an Account, Person, or Opportunity. | CRM platforms, data warehouses, operational reporting systems | Martini transforms Engagements into a canonical relationship model, preserves source identifiers, and routes incomplete relationships for review. |
Authentication and security considerations
Tenant-specific authentication
People.ai authentication details were not verified against a definitive public API reference. API keys or tenant-issued credentials may be required, while OAuth support, token lifecycle, headers, and scopes must be confirmed for the deployment.
Credential protection
Store People.ai credentials and endpoint configuration in Martini secrets and environment configuration rather than embedding them in workflows. Use separate credentials for development, testing, and production.
Data minimization
Activities may contain sensitive email, meeting, or communication content. Synchronize only the fields required for the business process and apply access controls, filtering, encryption, and appropriate logging policies.
Operational considerations for People.ai integrations
Rate limits and pagination
Confirm tenant-specific limits and pagination behavior. Use bounded concurrency, throttling, retry delays, and handling for HTTP 429 responses.
Checkpoints and idempotency
Persist cursors or synchronization timestamps externally and use stable People.ai or source-system identifiers to make retries safe. Consider overlap windows for late-arriving updates.
Relationship and activity quality
Resolve Accounts, People, Users, and Opportunities in a controlled order. Define source precedence and deduplication rules because the same interaction may originate in CRM, email, calendar, or sales-engagement systems.
Schema and testing
Use explicit, version-controlled mappings and validation because payloads may vary by connected source or product configuration. Test authentication, pagination, throttling, corrections, missing relationships, and sensitive-content handling.
Why use Martini instead of scripts or point-to-point integrations?
Reusable orchestration
Martini centralizes People.ai API calls, scheduling, relationship resolution, transformations, target writes, and recovery logic in maintainable workflows instead of duplicating behavior across scripts.
Controlled integration surface
Martini can expose APIs that provide downstream applications with governed access to People.ai data without exposing tenant credentials or raw vendor endpoints.
Reliable data movement
Checkpointing, validation, idempotency, retries, exception routing, and monitoring provide a stronger operational model than isolated point-to-point code.
Adaptable implementation
When People.ai resources, authentication, or callback capabilities differ by tenant, Martini can keep environment configuration separate from reusable mappings and business rules.
Frequently asked questions
People.ai can be integrated primarily through authenticated REST APIs that exchange revenue- and activity-related data such as Accounts, People, Activities, Opportunities, Users, and Engagements. Scheduled incremental retrieval is the conservative approach when outbound callbacks are unavailable or unverified.
Yes. Martini can consume People.ai REST APIs, map and transform People.ai data, orchestrate synchronization with CRM and analytics systems, and expose controlled APIs for downstream applications. Callback support can be used only if confirmed for the customer’s deployment.
No. A dedicated People.ai connector is not required. Martini can integrate using People.ai’s confirmed native integration mechanisms, principally authenticated REST APIs, with scheduled workflows and tenant-specific callbacks where those capabilities are available.
Lonti does not charge an additional per-connector or per-vendor fee to integrate People.ai. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from People.ai, cloud infrastructure, or other third-party systems based on subscription, usage, and deployment model.
REST APIs are the primary confirmed method. Authentication details, resources, filtering, pagination, write operations, and rate limits must be confirmed for the tenant. GraphQL and SOAP APIs were not verified, and direct database access is not supported.
General-purpose webhook coverage was not verified. A tenant or product edition may provide callbacks or event notifications, but event types, authentication, retries, payloads, and replay behavior must be confirmed before using a real-time design. Scheduled polling should be the fallback.
Martini can run scheduled workflows that retrieve changed data using supported timestamps, cursors, or time windows, follow pagination, normalize relationships, and write idempotently to CRM, databases, analytics platforms, or operational systems. Checkpoints and overlap windows help recover from failures and late updates.
Martini maps People.ai objects into canonical and target schemas, applies validation and business rules, and uses stable source or composite keys for idempotency. Workflows can distinguish transient, authentication, validation, and permanent business errors, retry transient failures, and route unresolved or invalid data for replay.
Related Martini documentation
Workflows
Data
Connect People.ai with Martini
Use Martini to build maintainable People.ai integrations that synchronize revenue and activity data, apply enterprise business rules, and provide controlled access to downstream systems.