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# Zendesk Sell

**Authentication:** OAuth or access token. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app.

## Sample use cases

* Show me deals in `Negotiation` with no activity in the last 14 days.
* Update the close date on every open deal past its expected close.
* Find contacts at our top-50 ICP I haven't emailed in 60 days.

## Available Tools

#### get\_contact

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

#### list\_contacts

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

#### create\_contact

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\_contact

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

#### delete\_contact

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

#### upsert\_contact

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

#### search\_contacts

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

#### get\_deal

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

#### list\_deals

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

#### create\_deal

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

#### update\_deal

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

#### delete\_deal

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

#### upsert\_deal

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

#### search\_deals

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

#### get\_lead

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

#### list\_leads

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

#### create\_lead

Create a new lead in Zendesk Sell. Requires either last\_name or organization\_name. Optionally set owner, status, contact info.

#### update\_lead

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

#### delete\_lead

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

#### upsert\_lead

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

#### search\_leads

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

#### get\_note

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

#### list\_notes

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

#### create\_note

Create a new note in Zendesk Sell. Requires resource\_type (lead/contact/deal), resource\_id, and content.

#### update\_note

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

#### delete\_note

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

#### list\_pipelines

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

#### list\_stages

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

#### get\_task

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

#### list\_tasks

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

#### create\_task

Create a new task in Zendesk Sell. Requires content. Optionally link to lead/contact/deal via resource\_type and resource\_id.

#### update\_task

Update an existing task in Zendesk Sell. Specify task\_id and fields to update. Note: remind\_at must be before due\_date.

#### delete\_task

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

#### get\_user

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

#### list\_users

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