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Salesforce

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Microsoft Dynamics 365

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Asana

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Google Sheets

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Monday

ConnectWise - Icon

ConnectWise

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Airtable

Pipedrive - Icon

Pipedrive

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Copper

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Streak

Smartsheet

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Mindbody

Canvas

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SugarCRM

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Workfront

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Zoho CRM

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Trello

Freshsale

Freshsales

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Pipeliner

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Virtuous CRM

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

Get user

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

List users

List users DDL

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)

Updates a course in the LMS specified by ID

Update course

Batch import catalogues

Updates the user subscription to a course.

Update user subscription

Update enrollment

Returns the number of records matching the specified filters.

Count report rows

Count enrolled users

List categories

Returns a list of rows extracted from a custom report and matching the specified filter.

List report rows

Returns a list of users enrolled in course.

List users enrolled in course

Create user subscription

Returns a list of e-commerce transactions.

List transactions

Delete the user subscription from a course.

Delete user subscription

Checks the status of a background report job and returns the data if it's ready.

Get users report status

List branches

Returns a catalogue with a given catalogue ID.


Get catalogue

Import courses (and courses only) into a catalog. 

Import courses into a catalogue

Returns the number of counted transactions by specified criteria.

Count transactions

Creates a new learning object with the type of HTML page.

Create learning objective (HTML page)

Deletes a course. Only "elearning" courses can be deleted.

Delete course

Create course

Get generic platform stat

Delete users from branches

Enroll user in course

Get generic user stat

Returns a course total enrollments count.

Get total users for course

Get user profile

Returns a special crafted array of data regarding a User's Summary Report.

Get user report

List courses

Returns a list of courses in the LMS that a user is enrolled to

List enrolled

List enrollments

Returns a list of reports created in the system.

List reports

Unused for now as it returns internal server error.

List topics

Returns the items list of a specified transaction.

List transaction items

Returns a list of all users in the platform

Starts a background report creation process and returns a unique JOB ID to track its progress.

Start users report

The user is enrolled in all courses having the provided registration code with the student level

Zendesk Sell and Docebo integration + automation

Popular Zendesk Sell and Docebo integrations

Zendesk Sell and Docebo Connector Details

Zendesk Sell

Docebo

Tray is the leading AI ready integration and automation platform

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