Exelement SyncCloud

Deal Properties

• Create Deal Property: Create a deal property.
• Delete Deal Property: Delete a deal property.
• Get Deal Property: Get a deal property.
• Update Deal Property: Update a deal property.
• List Deal Custom Properties: List deal custom properties.
• List Deal Property Groups: Returns all of the deal property groups for a given portal.
• List Deal Properties: List deal properties.

Contacts

• Get Contact By ID: Gets a Contact by ID.
• Search Contacts: Gets all the Contacts matching the search term. Searches on email address, first and last name, phone number, or company.
• List New Contacts By Owner ID: Gets a list of newly created Contacts specific to an Owner ID.
• Upsert Contacts: Batch create or update a contact inside HubSpot. If email or visitor ID match then the Contact will be updated.
• Upsert Contact: Creates or updates a Contact. If the email address supplied is a duplicate it will update the Contact, otherwise it will create a new one.
• List Contacts: Gets a list of all Contacts.
• Delete Contact: Deletes an existing contact from a particular HubSpot portal.
• Update Contact: Updates a Contact.
• Create Contact: Creates a new Contact.
• List New Contacts: Gets a list of newly created Contacts.
• List Updated Contacts: Gets a list of recently updated or created Contacts.
• Get Contact By Email: Gets a Contact by email address.
• Get Contact By User Token: Get a contact by its user token.
• List Contacts By Owner ID: Gets a list of Contacts specific to an Owner ID.

Custom Objects

• Create Custom Object: Create a custom object.
• Create Custom Object Schema: Create a custom object schema.
• Get Custom Object Schema: Get a custom object schema.

Pipelines

• List Deal Pipelines: Get deal pipelines from HubSpot.
• List Deal Pipeline Stages: List the Stages of a particular Deal Pipeline
• List Ticket Pipelines: Get ticket Pipelines from HubSpot.

Webhooks

• Contact Created: Webhook that listens for when a contact is created in Hubspot.
• Contact Deleted: Webhook that listens for when a contact is deleted in Hubspot.

Deals

• Get Deal: Get the details of the specified Deal.
• List Updated Deals: List modified deals from HubSpot since last successful run.
• Delete Deal: Delete a Deal.
• Search Deals: Returns a list of Deals that match the name.
• List Company's Associated Deals: Lists all deals associated with the specified company. Only the Deal ID's are returned, use the Get Deal method to retrieve the full deal details.
• Associate Deal With Company: Associate a Deal with a Company.
• Update Deal: Update the details of a Deal.
• Create Deal: Create a deal inside HubSpot.
• List New Deals: List all deals that have been created since last run.
• List Deals: Returns a list of Deals.
• Search Deals V3: Search through deals.
• Associate Deal With Contact: Associate a Deal with a Contact.

Contact Properties

• List Contact Properties: Lists contact properties.
• Delete Contact Property: Deletes a contact property.
• Create Contact Property: Creates a contact property.
• Update Contact Property: Updates a contact property.
• List Contact Custom Properties: Lists contact customproperties.
• Get Contact Property: Gets a contact property.

Tickets

• Get Ticket: Get the details of a Ticket.
• Delete Ticket: Delete a Ticket.
• Create Ticket: Create a new Ticket.
• List Tickets: Returns a list of all Tickets.
• Update Ticket: Update a Ticket.

Engagements

• List New Engagements: List newly created engagements.
• Update Note Engagement: Update Note engagement in this HubSpot portal.
• Create Meeting Engagement: Create Meeting engagement in this HubSpot portal.
• Get Engagement: Get the engagement from this HubSpot portal.
• Create Call Engagement: Create Call engagement in this HubSpot portal.
• Update Call Engagement: Update Call engagement in this HubSpot portal.
• Create Email Engagement: Create Email engagement in this HubSpot portal.
• List Updated Engagements: Get updated Engagements.
• Update Task Engagement: Update Task engagement in this HubSpot portal.
• Update Email Engagement: Update Email engagement in this HubSpot portal.
• Create Note Engagement: Create Note engagement in this HubSpot portal.
• Delete Engagement: Delete an existing Engagement from a particular HubSpot portal.
• List Engagements: List all the Engagements from this HubSpot portal.
• List Call Dispositions: List the possible dispositions (outcomes) for engagements (sales calls).
• Update Meeting Engagement: Update Meeting engagement in this HubSpot portal.
• Create Task Engagement: Create Task engagement in this HubSpot portal.

Campaigns

• List Campaigns With Recent Activity: For a given portal, return all email campaign IDs sorted by recent activity associated with the portal.
• List Campaigns: For a given portal, return all email campaign IDs associated with the portal.
• Get Campaign: Gets the details of the specified Campaign.

Line Items

• Associate Line Item With Deal: Associate a Line Item with a Deal.
• List Line Items: Returns a list of line items.
• Create Line Item: Create a Line Item.
• List Line Items For Deal: Returns a list Line Items for the specified Deal.
• Get Line Item: Returns details of the specified Line Item.

Company Members

• Get Company Association For Contact: Checks which Company (if any) is associated with a Contact.
• Associate Contact With Company: Associates a Contact with a Company. If a Contact is already associated with a different Company, the Contact will be added to the new Company. A Contact can only be associated with one Company.
• Disassociate Contact From Company: Removes the association between a Contact and a Company.

Associations

• Create Batch Association: Create a batch association.

Contact Lists

• Create Static Contact List: Creates a new Static Contact List.
• Delete Contact List: Delete a list in a given HubSpot account, identified by its unique ID.
• Add Filters To List: Adds filters to a Contact List, used to define which Contacts are included in the list.
• Add Contacts To List: Adds one or more Contacts to a Contact List.
• Remove Contacts From List: Removes one or more Contacts from a Contact List.
• Create Dynamic Contact List: Creates a new Dynamic Contact List.
• List Contact Lists: Gets all Contact Lists from this HubSpot portal.
• List Contact List Members: Gets the members of a Contact List.
• List New Contact List Members: Gets the members of a Contact List added since the last run.
• Get Contact List: Gets the details of a single Contact List from the supplied ID.

Companies

• List Companies: Returns a list of all Companies.
• List New Companies: List companies created since last run.
• List Updated Companies: List all companies created or modified since last run.
• Delete Company: Deletes a Company.
• Get Company Contacts: Returns a list of contacts from the specified Company.
• Update Company: Updates a company in HubSpot.
• Create Company: Creates a new Company.
• Search Companies: Returns companies that matches the search name.
• Get Company By Domain: Gets a company by domain.
• Get Company: Returns details of the specifed Company.

Product Properties

• List Product Property Groups: Lists product property groups.
• Get Product Property: Gets a product property.
• Delete Product Property: Deletes a product property.
• List Product Properties: Lists product properties.
• Create Product Property: Creates a product property.
• List Product Custom Properties: Lists product custom properties.
• Create Product Property Group: Creates a product property group.
• Update Product Property: Updates a product property.

Products

• Get Product For Deal: Get a product from HubSpot as it existed when added to deal.
• Create Product: Create a new Product.
• Update Product: Update the details of a Product.
• Get Product: Get the details of a Product.
• List Products: Lists all Products.

Account

• Get Account: Gets the details for the current HubSpot account.

Blogs

• List Blog Posts: Lists all blog posts for a HubSpot account.
• Get Blog Post By ID: Gets a blog post by ID.
• List Blogs: Lists all of the blogs for an account.
• Get Blog By ID: Gets a blog by ID.

Owners

• Get Owner by Email: Get an owner by Email.
• Get New Owners: Get all the owners from this HubSpot portal since last ran.
• Get Owner: Get an owner by ID.
• Get Updated Owners: Get all the owners from this HubSpot portal since last ran.
• List Owners: List all the owners from this HubSpot portal.

Forms

• List Form Submissions Since Last Run: Returns a list of submissions for the specified form since the last successful run.
• List Form Fields: Returns a list of fields for the specified form.
• List Form Submissions: Returns a list of submissions for the specified form.
• List Forms: Returns a list of all forms.

Company Properties

• List Company Properties: Lists company properties.
• Create Company Property: Creates a company property.
• Update Company Property: Updates a company property.
• List Company Custom Properties: Lists company custom properties.
• List Company Property Groups: Lists company property groups.
• Get Company Property: Gets a company property.
• Delete Company Property: Deletes a company property.

Timeline

• UPSERT Event: Create a new event, or update an existing event.

Email Marketing

• Trigger messages based on deal stages and the products/services customers are interested in
• Sync contact data between systems
• Automatically notify team members when a follow up message is due
• When a new contact is added or updated add/update email subscriber
• Create an opportunity when a link is clicked

Support

• Add notes to CRM company/deal records from unresolved/resolved support tickets
• Create new leads in your CRM from support tickets
• Update support tickets when deals move through your CRM pipeline
• Create a record in CRM when there is new action on a pre-existing ticket
• Add lead to campaign when a new user is created

Chats

• Get Chat: Get chat by ID.
• List Chats: Lists all the chats for the account.
• List New Chats (Ended): Lists all the chats for the account that ended since last run. (Filtered on [chats].end_timestamp).

Visitors

• Get Visitor:

Webhooks

• Message Created: In order to use this webhook, Zendesk Events Connector for Amazon EventBridge must be set up, please follow the steps found here: https://support.zendesk.com/hc/en-us/articles/4408824521114

Customer Experience

• Initiate a chat when a customer has left a customer experience review rating less than 3 stars
• After a customer has received chat support send an invitation to review their customer experience with the service