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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

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Pipedrive

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Copper

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Streak

Smartsheet

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Mindbody

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SugarCRM

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Workfront

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Zoho CRM

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Trello

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Pipeliner

Freshsale

Freshsales

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Virtuous CRM

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Agile 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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Streamline strategic sales with an automated deal desk

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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

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Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Delete project

Delete a holiday for a user

Get project

Delete comment

List tasks

Get task

Create task

Delete task

List all comments for a todo

Update comment

Returns all the meetings for the specified user.

List all meetings for a user

Delete meeting

Get todo list

Update todo list

Delete todo list

Returns a list of all the comments in a project.

List all comments for a project

Get meeting

Returns the details of the specified todo.

Get todo

Create todo

Returns a list of all the todos that are not linked to a project.

List all todos without a project

Delete todo

Returns a list of all the scheduled holidays for the team.

List team holidays

Update a team holiday

Create a team holiday

Delete a team holiday

Returns all the scheduled holidays of a user.

List holidays for a user

Schedules a holiday for the specified user.

Create a holiday for a user

List projects

Create project

Update project

Update task

Returns a list of all the comments for a user.

List all comments for a user

List meetings

Update meeting

Update a holiday for a user

List projects DDL

Create a comment

Create meeting

Create todo list

Update todo

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How Automation is Changing the Face of Business

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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Workstack

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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

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Zendesk Sell and Workstack integration + automation

Popular Zendesk Sell and Workstack integrations

Zendesk Sell and Workstack Connector Details

Zendesk Sell

Workstack

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