Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Asana-icon-color

Asana

HubSpot - Icon

HubSpot

Salesforce Pardot - Icon

Salesforce Pardot

Google Sheets - Icon

Google Sheets

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

Ometria

SugarCRM - Icon

SugarCRM

Workfront-icon-color

Workfront

Zoho CRM - Icon

Zoho CRM

Opal

Trello - Icon

Trello

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

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Add leads to static list

Delete static list

Approves the current draft of the type, and makes it the live version. This will delete the current live version of the type.

Approve custom activity type

Checks if leads are members of a given static list

Check lead list membership

Clone program

Creates and queues a bulk export activities job. Once completed, you can download the file as a CSV using the "Download Bulk Export Activities Job File" operation.

Create bulk export activities job

Get static lists DDL

Creates and queues a bulk export leads job. Once completed, you can download the file as a CSV using the "Download Bulk Export Leads Job File" operation.

Create bulk export leads job

Creates and queues a bulk export program members job. Once completed, you can download the file as a CSV using the "Download Bulk Export Program Members Job File" operation.

Create bulk export program members job

Creates and queues a bulk import custom object job.

Create bulk import custom object job

Creates and queues a bulk import leads job. You can poll the status of the import using the Get import lead status operation.

Create bulk import leads job

List custom object filter types DDL

This API is used to add custom activity for multiple leads. A maximum of 300 activity records can be submitted at a time.

Create custom activities

Creates a new custom activity type draft in the target instance.

Create custom activity type

Adds activity attributes to the target type. These are added to the draft version of the type.

Create custom activity type attributes

Create static list

List custom object type fields DDL

Create or update a list of companies in Marketo.

Create/update multiple companies

Create or update custom object data in Marketo.

Create/update multiple custom objects

Create or update a list of leads in Marketo.

Create/update multiple leads

Create or update a list of opportunities in Marketo.

Create/update multiple opportunities

Create or update a list of opportunity roles in Marketo.

Create/update multiple opportunity roles

Create or update a list of sales persons in Marketo.

Create/update multiple sales persons

Creates or updates a token in the parent folder.

Create/update token

Delete multiple companies for a given criteria.

Delete companies

Deletes the target custom activity type. The type must first be removed from use by any assets, such as triggers or filters.

Delete custom activity type

Delete a pending user. A pending user is a user that has not yet accepted an invitation.

Delete invited user

Delete leads

Removes a given set of person records from a target static list.

Delete leads from static list

Delete multiple opportunities for a given criteria.

Delete opportunities

Delete multiple opportunity roles for a given criteria.

Delete opportunity roles

Delete multiple sales persons for a given criteria.

Delete sales persons

List programs DDL

Returns metadata for a specific custom activity type.

Describe custom activity type

Get full details about an object type in Marketo.

Describe object

Downloads the CSV file that was exported as part of a bulk activities export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export activities job file

Downloads the CSV file that was exported as part of a bulk lead export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export leads job file

Downloads the CSV file that was exported as part of a bulk program member export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export program members job file

Gets the current status of a bulk activities export job.

Get activities bulk export job status

Get activity type attributes DDL

This API returns meta data about activity types (except change data value) available in Marketo.

Get activity types

Get activity types DDL

Get a lead in Marketo by their ID. If the lead does not exist, create a new lead. If the lead does exist, update the lead.

Get and Create/Update lead

This API returns meta data about custom activity types (except change data value) available in Marketo.

Zendesk Sell and Marketo integration + automation

Popular Zendesk Sell and Marketo integrations

Zendesk Sell and Marketo Connector Details

Zendesk Sell

Marketo

Tray is the leading AI ready integration and automation platform

Similar connectors to Zendesk Sell and Marketo