UnifiedCRM Integrations

Triggers when a notification rule is triggered.

Create a new Contact using external data. Returns the id of the new contact created in a field called "recordId". Email address and linkedIn must be globally unique inside SalesDesk.

Create a Workspace with a Lead

Whether the Customer User (Lead or Contact) has been invited to log-in to SalesDesk.

Get the details for a Record by passing in the unique record id. If the record is found, returns "recordFound" as true and the record data as "record". If the record is not found, throws "Record not found" exception.

Add a note to a record. Pass in recordId and the note as plain text. If the record is not found, an exception is thrown.

Create a new Lead using external data. Returns the id of the new lead created in a field called "recordId". Email address and linkedIn must be globally unique inside SalesDesk.

Identifies if the Customer User (Lead or Contact) exists inside SalesDesk. Email ("email") is passed a look-up value. Returns "customerUserExists" with a value of true or false.

Find a customer user (Lead or Contact) by their email address. If no user is found, an error is thrown. If a user is found, their unique recordId value is returned and a recordFound value equal to true. It also provides a user type value equal to either "lead" or "contact".

Get a specific field value for a Record. Returns a value called "fieldValue".