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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

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Asana

Google Sheets - Icon

Google Sheets

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Snowflake

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Monday

Google BigQuery - Icon

Google BigQuery

ConnectWise - Icon

ConnectWise

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Airtable

SQL-Server

Microsoft SQL Server

Amazon Athena - Icon

Amazon Athena

MySQL - Icon

MySQL

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PostgreSQL

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Copper

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Pipedrive

MongoDB - Icon

MongoDB

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Zoho CRM

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Mindbody

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SugarCRM

PagerDuty - Full

PagerDuty

Creates tasks for tickets, problems, changes and releases in your service desk.

Create task

Creates a new ticket in your service desk.

Create ticket

Delete user

List users Email DDL

Deletes a particular task from the modules in your service desk.



Delete task

Allows you to make changes to the parameters of a problem from updating statuses to changing problem type.

Update problem

Returns all the problems in your service desk.

List problems

Returns a specific problem and all conversations related to it in your service desk.

Get problem

List users

Returns a list of the tickets in your service desk.

List tickets

Delete ticket

Allows you to make changes to the parameters of a ticket from updating statuses to changing ticket type.



Update ticket

Retrieves and view a specific ticket and all conversations related to it in your service desk.

Get ticket

Creates a new problem in your service desk.

Create problem

Delete problem

Returns all the tasks of the user currently logged in.

List tasks

Returns a specific task within a particular module.



Get task

Updates a particular task from the modules in your service desk.

Update task

List users DDL

Get user

Create user

Update user

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How to integrate MongoDB

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How to integrate PostgresSQL

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How to integrate Amazon Redshift

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Learn How to Automate Your CSV and Flat File Management

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Developers

FreshService

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Database

Delete contact

Get order

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Delete deal

Delete lead

Delete product

List deal associated contacts

Create call

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete call

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

List call outcomes

List call outcomes DDL

List calls

Return all static and custom fields for the Contact resource.

List contact fields

List contact fields DDL

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Return all static and custom fields for the Lead resource.

List lead fields

List lead fields DDL

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Search resources

Update call

Update contact

Update deal

Update lead

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Resources - Success

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Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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Freshservice and Zendesk Sell integration + automation

Popular Freshservice and Zendesk Sell integrations

Freshservice and Zendesk Sell Connector Details

Freshservice

Zendesk Sell

Tray is the leading AI ready integration and automation platform

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