Zendesk Sell: Most-used fields

Zendesk Sell: Most-used fields#

The table below gives information about most-used fields that you can import from Zendesk Sell. Other fields might also be available in Adverity.

The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.

API name

Adverity UI name

Description

Use in Adverity

Active

active

A boolean indicator showing if a product or stage is currently active and can be used.

dimension

Disabled

disabled

A boolean indicator showing if a pipeline is disabled, preventing new deals from being added to it.

dimension

added_at

added_at

The date and time (UTC) when a deal was initiated or added to the system.

dimension

address

address

General address details for a contact or organization, including street, city, state, country, and postal code.

dimension

billing_address

billing_address

The address used for billing purposes, typically associated with orders or contacts.

dimension

contact_id

contact_id

The unique identifier of a contact, used to associate contacts with deals or organizations.

dimension

cost_currency

cost_currency

The 3-character ISO 4217 currency code used for the cost of a product.

dimension

created_at

created_at

The date and time (UTC) when the record was created.

dimension

creator_id

creator_id

The unique identifier of the user who created the record.

dimension

currency

currency

The 3-character ISO 4217 currency code for a deal’s value or line item’s price.

dimension

custom_fields

custom_fields

A collection of key-value pairs representing custom, user-defined fields for leads, contacts, or deals.

dimension

customer_status

customer_status

The current relationship status of a contact with the business, such as ‘Current Customer’ or ‘Past Customer’.

dimension

date

date

dimension

deal_id

deal_id

The unique identifier of a deal, used to link associated contacts, orders, or line items to a specific deal.

dimension

description

description

A textual description for a product or lead.

dimension

email

email

The email address for a contact or lead.

dimension

estimated_close_date

estimated_close_date

The projected date by which a deal is expected to close.

dimension

facebook

facebook

dimension

fax

fax

The fax number for a contact or lead.

dimension

first_name

first_name

The first name of a contact or lead.

dimension

hot

hot

A boolean indicator specifying whether a deal is marked as ‘hot’ or high priority.

dimension

id

id

The unique identifier for the record.

dimension

industry

industry

The industry classification for a contact’s or lead’s organization.

dimension

is_organization

is_organization

A boolean indicator specifying whether a contact represents an organization (true) or an individual (false).

dimension

last_activity_at

last_activity_at

Date and time of the last activity on the deal in UTC (ISO8601 format).

dimension

last_name

last_name

The last name of a contact or lead.

dimension

last_stage_change_at

last_stage_change_at

The date and time (UTC) when a deal last moved into its current pipeline stage.

dimension

last_stage_change_by_id

last_stage_change_by_id

Unique identifier of the user who moved the deal into the current stage.

dimension

likelihood

likelihood

The user-provided percentage (0-100) indicating the probability of a deal being won, or the default likelihood set for a stage.

metric

linkedin

linkedin

dimension

loss_reason_id

loss_reason_id

The unique identifier of the reason a deal was lost.

dimension

mobile

mobile

The mobile phone number for a contact or lead.

dimension

name

name

The human-friendly name of the record, such as a contact name, deal name, product name, pipeline name, or stage name.

dimension

order_id

order_id

The unique identifier of an order, used to associate line items with a specific order.

dimension

organization_id

organization_id

The unique identifier of the organization associated with a contact or deal.

dimension

organization_name

organization_name

The name of the organization associated with a lead.

dimension

owner_id

owner_id

The unique identifier of the user who currently owns or is assigned to the record (e.g., contact, deal, lead).

dimension

parent_organization_id

parent_organization_id

The unique identifier of a parent organization contact in a hierarchical structure.

dimension

phone

phone

The primary phone number for a contact or lead.

dimension

pipeline_id

pipeline_id

The unique identifier of the sales pipeline to which a deal or stage belongs.

dimension

position

position

The job title or position of a contact or lead.

metric

price

price

The unit price of a product or line item.

metric

product_id

product_id

The unique identifier of a product, used in line items to reference specific products.

dimension

prospect_status

prospect_status

The current prospect status of a contact with the business, such as ‘Current Prospect’ or ‘Lost Prospect’.

dimension

quantity

quantity

The number of units of a product included in a line item.

metric

resource_type

resource_type

The type of resource a tag is associated with, such as a lead, contact, or deal.

dimension

shipping_address

shipping_address

The address used for shipping purposes, typically associated with orders or contacts.

dimension

skype

skype

dimension

source_id

source_id

The unique identifier of the source from which a lead or deal originated.

dimension

stage_id

stage_id

The unique identifier of the current stage a deal is in within a pipeline.

dimension

status

status

The general status of a lead, indicating its current state in the sales process.

dimension

tags

tags

A list of labels or keywords assigned to a lead, contact, or deal for categorization and filtering.

dimension

title

title

The job title of a contact or lead.

dimension

twitter

twitter

The Twitter handle associated with a lead.

dimension

unqualified_reason_id

unqualified_reason_id

The unique identifier of the reason a deal was marked as unqualified.

dimension

updated_at

updated_at

The date and time (UTC) when the record was last updated.

dimension

value

value

The monetary value of a deal or the unit value of a product in a line item.

metric

website

website

The website URL for a contact’s or lead’s organization.

dimension