Zendesk Sell

Retrieve a single contact by ID from Zendesk Sell. Returns full contact details including addresses, status, and custom fields.

List contacts with optional filtering and pagination. Filter by owner, type (org/individual), name. Returns up to 100 per page.

Create a new contact in Zendesk Sell. Set is_organization=True for company, False for person. For orgs: name required. For individuals: last_name required.

Update an existing contact in Zendesk Sell. Note: is_organization cannot be changed after creation. Tags are replaced entirely.

Delete a contact from Zendesk Sell by ID. This action is permanent and cannot be undone.

Create or update a contact based on matching criteria. Returns 409 if multiple matches. Use email as filter for uniqueness.

Search contacts using filters like email, name, status, owner, type. Supports pagination and sorting.

Retrieve a single deal by ID from Zendesk Sell. Returns full deal details including value, stage, contact, and custom fields.

List deals with optional filtering and pagination. Filter by owner, contact, stage, hot status. Returns up to 100 deals per page.

Create a new deal in Zendesk Sell. Requires name and contact_id. Optionally set value, stage, owner, and custom fields.

Update an existing deal in Zendesk Sell. Specify deal_id and fields to update. Tags are replaced entirely on update.

Delete a deal from Zendesk Sell by ID. This action is permanent and cannot be undone.

Create or update a deal based on matching criteria. Returns 409 if multiple matches. Use name and contact_id as filters.

Search deals using filters like name, owner, contact, stage, hot status. Supports pagination and sorting.

Retrieve a single lead by ID from Zendesk Sell. Returns full lead details including contact info, status, and custom fields.

List leads with optional filtering and pagination. Filter by owner, status, source. Returns up to 100 leads per page.

Create a new lead in Zendesk Sell. Requires either last_name or organization_name. Optionally set owner, status, contact info.

Update an existing lead in Zendesk Sell. Specify lead_id and fields to update. Tags are replaced entirely on update.

Delete a lead from Zendesk Sell by ID. This action is permanent and cannot be undone.

Create or update a lead based on matching criteria. Returns 409 if multiple matches. Use email as filter for uniqueness.

Search leads using filters like email, name, organization, status, owner. Supports pagination and sorting.

Retrieve a single note by ID from Zendesk Sell. Returns full note details including content and associated resource.

List notes with optional filtering and pagination. Filter by resource type/ID to get notes for specific lead/contact/deal.

Create a new note in Zendesk Sell. Requires resource_type (lead/contact/deal), resource_id, and content.

Update an existing note in Zendesk Sell. Specify note_id and fields to update. Tags are replaced entirely.

Delete a note from Zendesk Sell by ID. This action is permanent and cannot be undone.

List all sales pipelines in Zendesk Sell. Pipelines organize deals through stages. Read-only endpoint.

List all stages in Zendesk Sell pipelines. Filter by pipeline_id to get stages for a specific pipeline. Read-only endpoint.

Retrieve a single task by ID from Zendesk Sell. Returns full task details including content, due date, and completion status.

List tasks with optional filtering and pagination. Filter by owner, resource type, completion status. Returns up to 100 per page.

Create a new task in Zendesk Sell. Requires content. Optionally link to lead/contact/deal via resource_type and resource_id.

Update an existing task in Zendesk Sell. Specify task_id and fields to update. Note: remind_at must be before due_date.

Delete a task from Zendesk Sell by ID. This action is permanent and cannot be undone.

Retrieve a single user by ID from Zendesk Sell. Returns user details including name, email, role, and team info.

List users in Zendesk Sell with optional filtering. Filter by status, role, or confirmation. Use to find owners for assignment.