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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

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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

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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Streamline strategic sales with an automated deal desk

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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)

Delete a stage in your Outreach account, using their unique ID.

Delete stage

Gets a prospect from your Outreach account, using their unique ID.

Get prospect

Add a prospect to a sequence in your Outreach account.

Add prospect to sequence

Create an account in your Outreach account.

Create account

Create a new call in your outreach account.

Create a new call disposition in your outreach account.

Create call disposition

Create a call purpose in your Outreach account.

Create call purpose

Create a new compliance request in your Outreach account.

Create compliance request

Create a new mailing in your outreach account.

Create mailing

Create an opportunity in your Outreach account.

Create opportunity

Create an opportunity prospect role in your Outreach account.

Create opportunity prospect role

Create an opportunity stage in your Outreach account.

Create opportunity stage

Create a prospect in your Outreach account.

Create prospect

Create a sequence in your Outreach account.

Create sequence

Create a sequence state in your Outreach account.

Create sequence state

Create stage

Create task

Delete an account from your Outreach account, using their unique ID.

Delete account

Deletes a call from your Outreach account, using their unique ID.

Delete an call disposition from your Outreach account, using their unique ID.

Delete call disposition

Delete an call purpose from your Outreach account, using their unique ID.

Delete call purpose

Delete an opportunity from your Outreach account, using their unique ID.

Delete opportunity

Delete an opportunity prospect role from your Outreach account, using their unique ID.

Delete opportunity prospect role

Delete an opportunity stage from your Outreach account, using their unique ID.

Delete opportunity stage

Deletes a prospect from your Outreach account, using their unique ID.

Delete prospect

Delete a sequence in your Outreach account, using their unique ID.

Delete sequence

Delete a sequence state in your Outreach account, using it's unique ID.

Delete sequence state

Delete a task from your Outreach account, using their unique ID.

Delete task

Execute a link provided by the Outreach API and return it's results. Note: only 'GET' requests will be performed.

Execute link

Gets an account from your Outreach account, using their unique ID.

Get account

Gets a call from your Outreach account, using their unique ID.

Gets a call disposition from your Outreach account, using their unique ID.

Get call disposition

Gets a call purpose from your Outreach account, using their unique ID.

Get call purpose

Retrieve the details for a specific compliance request.

Get compliance request

Gets an event from your Outreach account, using their unique ID.

Get event

Gets a mailbox from your Outreach account, using its unique ID.

Get mailbox

Gets a mailing from your Outreach account, using its unique ID.

Get mailing

Gets an opportunity from your Outreach account, using their unique ID.

Get opportunity

Gets an opportunity prospect role from your Outreach account, using their unique ID.

Get opportunity prospect role

Gets an opportunity stage from your Outreach account, using their unique ID.

Get opportunity stage

Gets a phone number of a prospect from your Outreach account, using the phone number ID.

Zendesk Sell and Outreach integration + automation

Popular Zendesk Sell and Outreach integrations

Zendesk Sell and Outreach Connector Details

Zendesk Sell

Outreach

Tray is the leading AI ready integration and automation platform

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