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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

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Asana

Google Sheets - Icon

Google Sheets

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Monday

ConnectWise - Icon

ConnectWise

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Airtable

Copper - Icon

Copper

Pipedrive - Icon

Pipedrive

Koncert - Icon

Koncert

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Workfront

Smartsheet

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

Trello - Icon

Trello

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Streak

Zoho CRM - Icon

Zoho CRM

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Virtuous CRM

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Salesloft

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Outreach

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

Connector Department - Sales - Cards

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Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Get a version of a file

Get asset by ID

Generate information about the Asset model and available APIs.

Get assets description

Retrieve information the division permission model and available APIs.

Get division permissions description

Retrieve information about the division model and available APIs.

Get divisions description

Get tag

Retrieve information about the user group model and available APIs.

Get user groups description

Retrieve information about the user model and available APIs.

Get user permissions description

Retrieve information about the user permission model and available APIs.

Get users description

List asset fields DDL

List assets

List assets DDL

List division fields DDL

List division permission fields DDL

List division permissions

List divisions

List divisions DDL

List file libraries

List file libraries DDL

List file versions

List library files

List tag categories DDL

List tags

List tags DDL

List user fields DDL

List user groups

List user groups fields DDL

List user permission fields DDL

List user permissions

Update a file

Update asset

Update tag

Upload a file

Delete asset

Delete tag

Create asset

Create division

Create division permissions

Create tag

Create user

Create user group

Delete a file

Retrieve a single file based on an external ID

Get a file

Showpad

Sales Enablement

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

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

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

Zendesk Sell and Showpad integration + automation

Popular Zendesk Sell and Showpad integrations

Zendesk Sell and Showpad Connector Details

Zendesk Sell

Showpad

Tray is the leading AI ready integration and automation platform

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