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

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

contact_id

contact_id

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

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

The date and time when the record was created or last updated in Zendesk Sell. This field is used for time-based filtering.

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

fax

fax

The fax number for a contact or lead.

dimension

first_name

first_name

The first name of a contact or lead.

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

The timestamp indicating the most recent activity on an object, such as a deal or contact. This includes actions like tasks completed, notes added, calls logged, emails sent, text messages sent, or visits logged. It does not update for task creation, object editing, or tagging.

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

The unique identifier of the user who was responsible for the last change to the stage of an entity, such as a deal.

metric

loss_reason_id

loss_reason_id

The unique identifier of the reason a deal was lost.

metric

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

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

prospect_status

prospect_status

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

dimension

source_id

source_id

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

metric

stage_id

stage_id

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

metric

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

unqualified_reason_id

unqualified_reason_id

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

metric

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