rocketkind
CRM

Zendesk Sell

Zendesk Sell is Zendesk's CRM: leads that have not been qualified yet, contacts (people and companies) that have, deals attached to those contacts, and notes hanging off any of them.

Authentication

  • API token

Actions

Generic API request. Call any Zendesk Sell API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Create contactCreate a contact — a person or an organization (POST /contacts).
  • Create dealCreate a deal — Zendesk Sell's term for a sales opportunity — so revenue can be tracked against a contact.
  • Create leadCreate a lead — a person (lastname) or a company (organizationname) (POST /leads).
  • Create noteCreate a note attached to a lead, contact, or deal (POST /notes).
  • Delete contactDestructiveDelete a contact by id (DELETE /contacts/{id}).
  • Get contactRead one Zendesk Sell contact by its numeric id to confirm whether it is a person or an organization and what contact details are on file, before updating it or attaching a deal.
  • List contactsList contacts (people and organizations) with optional pagination and sort (GET /contacts).
  • List dealsList deals (opportunities) with optional pagination (GET /deals).
  • List leadsList leads (unqualified prospects) with optional pagination (GET /leads).
  • List notesList notes attached to a parent record, filtered by resource type and id (GET /notes).
  • Update contactDestructiveUpdate an existing contact by id (PUT /contacts/{id}).

Triggers

  • New or updated contactStarts when a contact is created or its properties change in the connected Zendesk Sell account.
  • New or updated dealStarts when a deal is created or its stage, value, or other properties change in the connected Zendesk Sell account.
  • New or updated leadStarts when a lead is created or its properties change in the connected Zendesk Sell account.
  • New or updated noteStarts when a note is added or edited on a contact, lead, or deal in the connected Zendesk Sell account.

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