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Everything Zendesk Sell exposes, modeled and queryable.
Zendesk Sell is a sales CRM. This tap syncs the full sales pipeline: leads, contacts, deals, the activities (notes, tasks, calls, texts, visits) logged against them, and the configuration objects (pipelines, stages, sources, reasons) that frame how deals move and close.
Tables & streams
Unqualified prospects not yet converted to contacts or deals. Analyze lead volume, source mix, and conversion rates to measure top-of-funnel pipeline health and marketing effectiveness.
People and companies in the CRM, including qualified accounts and individuals. Used to analyze account coverage, segment the customer base, and tie sales activity back to specific organizations.
Sales opportunities with value, stage, and pipeline assignment. Core object for pipeline reporting, forecasting, win-rate analysis, and revenue attribution across stages and owners.
Confirmed purchases tied to deals, composed of line items priced from the product catalog. Used to analyze closed-won revenue, deal-to-order conversion, product mix, and average order value.
The product/service catalog with pricing used to build deals and orders. Used to analyze which offerings drive pipeline and revenue, and to normalize line-item reporting.
Named sales pipelines and the ordered stages a deal moves through within each. Used for stage-by-stage conversion analysis, funnel reporting, sales-cycle measurement, and comparing deal flow across pipelines.
Free-text notes logged against leads, contacts, and deals. Used to measure rep engagement activity and enrich qualitative context for accounts.
To-do items and follow-ups assigned to reps against CRM records. Used to track sales activity cadence, follow-up discipline, and overdue work.
Logged in-person or field visits to contacts and deals, including their outcomes. Used to analyze field-sales activity and the impact of visits on deal progression.
SMS communications logged against CRM records. Used to measure messaging engagement and include texts in multichannel sales-activity analysis.
Configurable source labels indicating where leads and deals originated. Used for source-attribution analysis and comparing pipeline quality across acquisition channels.
Configurable reasons for losing a deal or disqualifying a lead/deal. Used in win/loss analysis to understand why opportunities fail and where the funnel leaks.
Sales reps and team members in the Zendesk Sell account. Used to attribute deals and activities to owners and build per-rep and per-team performance reporting.
Labels applied to leads, contacts, and deals for segmentation. Used to slice pipeline and account reporting by custom categorizations.
Change-event stream from the Zendesk Sell Sync API capturing incremental updates across CRM objects. Used for change-data-capture, audit trails, and keeping downstream models current.
Three steps. One afternoon.
Authenticate Zendesk Sell in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Zendesk Sell data lives next to every other source — ready to join.
We'll set up a live sync and answer your first questions — on the call.
Build your own with the Definite SDK, or request it. Most go live in days.
Pair Zendesk Sell with the rest of your data.
Join Zendesk Sell with the rest of your data, then ask Fi questions across all of it.
