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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

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Asana

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Zoho CRM

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Yodiz

Google Sheets - Icon

Google Sheets

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Monday

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Airtable

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ConnectWise

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Pipedrive

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Copper

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Mindbody

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Koncert

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SugarCRM

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Streak

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Trello

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Salesloft

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Pipeliner

Smartsheet

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Virtuous CRM

Create lead

Retrieves the basic details on an account.

Get account

List lead statuses DDL

Create a new user associated with your account.

Create user

Download lead file attachment

Get lead

Retrieves a single organization's information.

Get org

Get flattened (or nested) information on the given org units and the hierarchical structure.

Get organization structure

Get a webhook subscription for your SalesRabbit forms, given the subscription ID.

Get subscription

Get multiple users associated with your account.

List users

Get details of an existing user associated with your account.

Get user

List forms DDL

Get available lead custom fields. Additional lead custom fields can be defined in your SalesRabbit settings.

List lead custom fields

List lead custom fields DDL

List lead files DDL

List lead status IDs DDL

Get available lead statuses. Additional lead statuses can be defined in your SalesRabbit settings.

List lead statuses

List leads

List leads DDL

List org units DDL

Get the webhook subscriptions for your SalesRabbit forms.

List subscriptions

List subscriptions DDL

List user role names DDL

List user roles with permissions

List users DDL

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

Raw HTTP request (advanced)

Update lead

Create custom form response

Delete lead

Get lead status

Get a list of your published SalesRabbit forms.

List forms

List org units

Update details of an existing user associated with your account.

Update user

Upload file to lead

A sales enablement service and mobile CRM designed specifically for outside sales, including field sales and door-to-door sales teams.

List model IDs DDL

Trigger this workflow when the selected form is submitted via a webhook. Use the main Webhook operation to subscribe to all forms ("catch-all") or multiple forms. 

Single form webhook

Trigger this workflow when a user submits a form via a webhook.

Webhook

SalesRabbit Trigger

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

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SalesRabbit

Sales Enablement

Delete contact

Get order

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

Create contact

Delete deal

Delete product

List deal associated contacts

Create call

Create deal

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

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

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.

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

Search resources

Update call

Update contact

Update deal

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

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

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MAIN SITEWIDE CTA | Trial Landing Page

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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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

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

Resources - Learn & Evaluate

Resources - Success

Resources - Company

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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Similar connectors to SalesRabbit and Zendesk Sell

Tray is the leading AI ready integration and automation platform

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SalesRabbit and Zendesk Sell integrations couldn’t be easier with the Tray platform’s robust SalesRabbit and Zendesk Sell connector, which connects any services without the need for separate integration tools.

SalesRabbit and Zendesk Sell integrations couldn’t be easier with the Tray platform’s robust SalesRabbit and Zendesk Sell connectors, which can connect to any service without the need for separate integration tools.

Integrate SalesRabbit and Zendesk Sell with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to SalesRabbit and Zendesk Sell and any other API, database, webhook, and more.

SalesRabbit and Zendesk Sell integration + automation

SalesRabbit and Zendesk Sell Connector Details

Popular SalesRabbit and Zendesk Sell integrations

SalesRabbit and Zendesk Sell templates