Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Asana-icon-color

Asana

Google Sheets - Icon

Google Sheets

Zendesk-icon-color

Zendesk

Monday-icon-color

Monday

ConnectWise - Icon

ConnectWise

Airtable-icon-color

Airtable

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Streak-icon-color

Streak

Smartsheet

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

Workfront-icon-color

Workfront

Zoho CRM - Icon

Zoho CRM

Trello - Icon

Trello

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Pipeliner

Freshsale

Freshsales

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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

sales marketing mix

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

Connector Department - Sales - Cards

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Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Archive contact

Assigns a conversation to an admin or team. It also can be automatically assigned following assignment rules.

Assign conversation

Attach contact to company

Add participants who are contacts to a conversation, on behalf of either another contact or an admin.

Attach contact to conversation

Attach tag to contact

Close conversation

Creates in-app conversation initiated by a contact (ie. user or lead).

Create conversation

Creates a message that has been initiated by an admin. The conversation can be either an in-app message or an email.

Create message as admin

Get a list of all the admins in Intercom.

List admins

Create/update company

Detaches a single contact from a company.

Detach contact from company

Detach contact from conversation

Detach tag from contact

Get admin

Retrieves a company by their Intercom internal ID, company ID, or their name in Intercom.

Get company

Retrieves the details of a single contact.

Retrives the details of a single conversation.

Get conversation

Get current user

Get note

Get team

List admins DDL

Retrieves a list of companies that are associated to a contact.

List attached companies

Retrieves a list of tags that are associated to a contact.

List attached tags

List companies

List companies DDL

List companies IDs DDL

List company segments DDL

List contacts DDL

Retrieves a list of all contacts that belong to a company.

List contacts attached to company

List conversations

List conversations DDL

Retrieves a list of available data attributes.

List data attributes

Retrieves a list of all data events that are less than 90 days old.

List data events

List notes

List segments

List tags

List teams

Merges a contact with a role of lead into a contact with a role of user. The contact that's specified as from will be deleted after being merged into the contact specified as into. Attributes that don't exist on the contact specified as into will be copied over.

Merge contacts

Open conversation

Replies to a conversation with a message from an admin or on behalf of a contact, or with a note for admins.

Reply to conversation

Searches for contacts by the value of their attributes.

Search contacts

Searches for conversations by the value of their attributes.

Search conversations

Updates an existing contact (user or lead).

List custom data attributes for contact DDL

List custom data attributes for company DDL

List tags DDL

List teams DDL

List user segments DDL

Submit data event

Unarchive contact

Intercom is a customer messaging tool for sales, marketing, and support, connected in a single unified platform.

Receive a feed of specific events tracked into Intercom in real-time.

Event webhook

You can use webhooks to receive notifications, such as conversation replies, and users being created. Notifications are grouped into topics which can be subscribed to.

Zendesk Sell and Intercom integration + automation

Popular Zendesk Sell and Intercom integrations

Zendesk Sell and Intercom Connector Details

Zendesk Sell

Intercom

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