AI agents for Zendesk Sell

Find contacts

Lists contacts (people and organizations), filtered by exact email, phone, name, first or last name, organization, owner, or customer or prospect status.

Find deals

Lists deals, filtered by primary contact, organization, stage, owner, exact name or hot flag, sorted as asked.

Get a deal

Reads one deal by ID with its value, currency, stage, contacts, owner, source, loss reason, estimated close date, win likelihood, tags and custom fields.

Find leads

Lists leads (not yet qualified prospects), filtered by exact email, phone, first or last name, organization name, status or owner.

List pipelines

Lists the sales pipelines.

List pipeline stages

Lists the deal stages, optionally of one pipeline, in order.

List notes

Lists the notes on a lead, contact or deal, optionally only those whose text contains a phrase, newest first.

List users

Lists the account's users, optionally by exact email or name or only active ones, to find an owner ID.

Create a contact

Creates a person (last name required) or an organization (name required), with email, phones, title, website, description, industry, the organization a person belongs to, owner, statuses and tags.

Update a contact

Changes a contact by ID: names, email, phones, title, website, description, organization, owner or statuses.

Create a deal

Creates a deal for a primary contact with a name and optionally a value (a string with two decimals, like 1500.00), currency, stage.

Update a deal

Changes a deal by ID: move it to another stage (a won or lost stage closes it; give a loss reason for lost), or change its name, value, owner, hot flag, estimated close date or win likelihood.

Create a lead

Creates a lead, a person (last name required) or an organization (organization name required), with email, phones, title, website, description, status, source, owner and tags.

Add a note

Adds a note to a lead, contact or deal, optionally marked important.

Create a task

Creates a task, about a lead, contact or deal or floating, with its text, due time, reminder time and owner (the token's user by default).

Log a call

Records a call with a lead or contact: the phone number, whether it was incoming or missed, duration in seconds, when it was made, a summary, an outcome ID and the deals it concerned.