Convert an existing lead to contact and account

Update existing entry in the selected module

Finds an entry in a module

Create module entry if entry does not exist

Triggers when an existing contact is updated.

Triggers when a deal enters a new stage.

Triggers when a new note is created.

Triggers when a new task is created.

Updates an existing company.

Updates an existing person.

Updates an existing deal.

Creates a sequence enrollment for a given lead. Requires Reach add-on.

Updates an existing lead.

Creates a new product in catalog. Requires Sell Enterprise Plan or higher.

Creates a new task.

Finds a contact by Contact ID, name or email address.

Finds a deal by Deal ID or name.

Finds a lead by ID, company name, name or email address.

Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.

Finds a deal stage by ID or name.

Finds a company by Company ID, name or email address. Optionally, create one if none are found.

Finds a deal by Deal ID or name. Optionally, create one if none are found.

Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.

Creates a new entry in a module

Relates an entry in this module with an entry in another module

Finds multiple entries in a module (with line item support)

Triggers when a new contact is created.

Creates a new company.

Creates a new person.

Creates a new deal.

Stops sequence enrollments for a given lead.

Creates a new lead.

Creates a new note for an existing lead, contact or deal.

Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.

Finds a company by Company ID, name or email address.

Finds a person by Person ID, name or email address.

Finds a deal source by ID or name.

Finds a lead source by ID or name.

Finds a sequence by Sequence ID or name. Requires Reach add-on.

Finds a user by ID, email or name.

Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.

Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.