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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

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Airtable

RUUM-icon-color

ruum by SAP

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SalesforceIQ

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ConnectWise

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Mindbody

Copper - Icon

Copper

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SugarCRM

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Trello

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Pipedrive

Smartsheet

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Zoho CRM

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Streak

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Workfront

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Agile CRM

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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

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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)

Create group

Create task

Delete attachment

Move folder or projects and all descendant folders and tasks to the recycle bin unless they have parents outside of deletion scope.

Delete folder/project

Moves a task with the given ID to recycle bin.

Delete task

Download attachment

Returns information about contact with the given email.

Find contact by email

Returns information about the current account.

Get account

Returns information about the specified attachments.

Get attachments by ID

Returns complete information about the specified custom fields.

Get custom fields by ID

Returns complete information about specified folders and projects.

Get folders/projects by ID

Returns information about the group with the given ID.

Get group

Retrieves complete information about specified multiple select or dropdown custom fields.

Get multiple select or dropdown custom fields

Returns complete information about single task.

Get task

Returns information about the given user.

List attachments

Returns contacts of all users and user groups in all accessible account.

Returns a list of custom fields in current account.

List custom fields

Returns up to 100 contacts of specified users and user groups.

List users contacts

Update group

Update task

List tasks in folder/project

Copy folder or project to a specified parent folder or project. Any sub-folder or sub-project will be copied too.

Copy folder/project

Create an attachment in either a folder or task.

Create attachment

Create a custom field in authenticated account.

Create custom field

Create a folder or project within a folder.

Create folder/project

List sub-folders or sub-projects for the given folder.

List folder sub-folders/sub-projects

List folders or projects for the current account.

List folders/projects

Returns all groups in the current account.

List groups

List tasks

Raw HTTP Request (Advanced)

Update account

Update an attachment in either a folder or task.

Update attachment

Update information about a folder or a project.

Update folder/project

Creates a webhook for a target folder/project.

Create folder/project webhook

Create account webhook

Create space webhook

Wrike

Wrike 1

Integrations

Wrike integrations with your software stack

Wrike 2

Automation

Connect Wrike with anything

Wrike 3

Use cases

Next-level Wrike automation

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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

Vox Media is on the Tray platform

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

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Zendesk Sell and Wrike integration + automation

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