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Salesforce

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Microsoft Dynamics 365

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Asana

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Zoho CRM

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Yodiz

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Google Sheets

Google Calendar - Icon

Google Calendar

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Monday

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Airtable

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ConnectWise

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Calendly

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Pipedrive

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Copper

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Mindbody

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SugarCRM

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Streak

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Trello

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Pipeliner

Smartsheet

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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

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How to Automate Lead-to-Account Matching

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

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Sales

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Project Management

Customer Relationship Management (CRM)

Assign task to project

Assign user to project

Create client

Create project

Create task

Create a time entry.You should only use this method to create time entries when your account is configured to track time via duration.

Create time entry via duration

You should only use this method to create time entries when your account is configured to track time via start and end time.

Create time entry via start and end time

Get client

Get logged in user

Get project

Get task

Get time entry

Updates the specific project by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Update project

Updates the specific time entry by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Update time entry

Get a list of all the clients in your account.

List all clients

Get a list of all the projects in your account, and filter it if required.

List all projects

Get a list of all the tasks in your account, and filter it if required.

List all tasks

List all time entries

List all users

List all users DDL

Get a list of all users of a project by its ID.

List all users of a project

Updates the specific client by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

Update client

List all projects DDL

List all tasks DDL

List all clients DDL

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Harvest

Scheduling and Time Tracking

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Experiences

Capabilities

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

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Zendesk Sell and Harvest integration + automation

Popular Zendesk Sell and Harvest integrations

Zendesk Sell and Harvest Connector Details

Zendesk Sell

Harvest

Tray is the leading AI ready integration and automation platform

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