Sales & CRM Tools - Rilo Documentation

Rilo provides comprehensive sales and CRM tools for managing customer relationships, sales pipelines, support tickets, and customer engagement.

Available Tools

Salesforce - Leading CRM platform
Pipedrive - Sales management tool
HubSpot CRM - Inbound marketing and sales platform
Zendesk - Customer support platform
Intercom - Customer engagement platform
Zoho CRM - Comprehensive CRM platform
Zoho Bigin - Simplified CRM for small businesses
Attio - Customizable workspace CRM
Affinity - Private capital deal management
Close - CRM platform with calling
Capsule CRM - Simple, powerful CRM
Folk - Next-gen team CRM
Freshdesk - Customer support platform
Freshservice - Cloud-based ITSM solution
Gorgias - E-commerce helpdesk
Helpdesk - Customer support management
Insighto AI - AI-powered communication platform
Pipeline CRM - Sales-focused CRM
Reply - Sales engagement automation
Salesmate - AI-powered CRM platform
ServiceNow - IT Service Management
ZoomInfo - B2B contact database

Salesforce

Leading CRM platform for integrating sales, service, marketing, and analytics to manage customer relationships.

Authentication

Requires authentication with salesforce integration.

Available Functions

Salesforce provides functions for CRM management:

Function	Description
`create_lead`	Create a new lead.
`get_lead`	Get lead details.
`list_leads`	List leads.
`convert_lead`	Convert a lead to an account and contact.
`create_account`	Create a new account.
`get_account`	Get account details.
`list_accounts`	List accounts.
`create_contact`	Create a new contact.
`get_contact`	Get contact details.
`list_contacts`	List contacts.
`create_opportunity`	Create a new opportunity.
`get_opportunity`	Get opportunity details.
`list_opportunities`	List opportunities.
`update_opportunity`	Update opportunity stage.
`create_case`	Create a support case.
`get_case`	Get case details.
`list_cases`	List cases.

Available Triggers

Salesforce supports app event triggers:

Trigger Slug	Description
`SALESFORCE_LEAD_CREATED`	Triggered when a new lead is created.
`SALESFORCE_OPPORTUNITY_CREATED`	Triggered when a new opportunity is created.
`SALESFORCE_CASE_CREATED`	Triggered when a new case is created.
`SALESFORCE_OPPORTUNITY_UPDATED`	Triggered when an opportunity is updated.

Use get_tools_trigger_actions to discover all available triggers for Salesforce.

Pipedrive

Sales management tool with pipeline visualization, lead tracking, activity reminders, and automation for deal progression.

Authentication

Requires authentication with pipedrive integration.

Available Functions

Pipedrive provides functions for sales pipeline management:

Function	Description
`create_deal`	Create a new deal.
`get_deal`	Get deal details.
`list_deals`	List deals.
`update_deal`	Update deal properties.
`move_deal`	Move a deal to a different stage.
`create_person`	Create a new person (contact).
`get_person`	Get person details.
`list_persons`	List persons.
`create_organization`	Create a new organization.
`create_activity`	Create an activity (call, meeting, etc.).
`list_activities`	List activities.

Available Triggers

Pipedrive supports app event triggers:

Trigger Slug	Description
`PIPEDRIVE_DEAL_CREATED`	Triggered when a new deal is created.
`PIPEDRIVE_DEAL_UPDATED`	Triggered when a deal is updated.
`PIPEDRIVE_DEAL_MOVED`	Triggered when a deal moves to a new stage.

Use get_tools_trigger_actions to discover all available triggers for Pipedrive.

Zendesk

Customer support platform with ticketing system, live chat, knowledge base management, helpdesk automation, and customer engagement tools.

Authentication

Requires authentication with zendesk integration.

Capabilities

Zendesk provides comprehensive customer support capabilities:

Ticket management and routing
Multi-channel support (email, chat, phone)
Knowledge base management
User and organization management
Analytics and reporting
Automation and workflows

Available Functions

Zendesk provides functions for support ticket management:

Function	Description
`create_ticket`	Create a new support ticket.
`get_ticket`	Get ticket details.
`list_tickets`	List tickets with filtering.
`update_ticket`	Update ticket properties.
`add_comment`	Add a comment to a ticket.
`get_comments`	Get comments for a ticket.
`assign_ticket`	Assign a ticket to an agent.
`create_user`	Create a new user.
`get_user`	Get user details.
`list_users`	List users.
`create_article`	Create a knowledge base article.
`search_articles`	Search knowledge base articles.

Zendesk provides many more functions for ticket management, user management, analytics, and automation. Use get_tools_capabilities to see the complete list.

Available Triggers

Zendesk supports app event triggers:

Trigger Slug	Description
`ZENDESK_TICKET_CREATED`	Triggered when a new ticket is created.
`ZENDESK_TICKET_UPDATED`	Triggered when a ticket is updated.
`ZENDESK_TICKET_SOLVED`	Triggered when a ticket is solved.

Use get_tools_trigger_actions to discover all available triggers for Zendesk.

Intercom

Customer engagement platform for messaging, support, and marketing automation.

Authentication

Requires authentication with intercom integration.

Capabilities

Intercom provides customer engagement capabilities:

Live chat and messaging
Help center management
User and contact management
Conversation management
Automation and workflows
Analytics and reporting

Available Functions

Intercom provides functions for customer engagement:

Function	Description
`create_conversation`	Create a new conversation.
`get_conversation`	Get conversation details.
`list_conversations`	List conversations with filtering.
`reply_to_conversation`	Reply to a conversation.
`create_contact`	Create a new contact.
`get_contact`	Get contact details.
`update_contact`	Update contact information.
`create_article`	Create a help center article.
`get_articles`	List help center articles.
`send_message`	Send a message to a contact.

Intercom provides many more functions for conversation management, user management, and automation. Use get_tools_capabilities to see the complete list.

Available Triggers

Intercom supports app event triggers:

Trigger Slug	Description
`INTERCOM_CONVERSATION_CREATED`	Triggered when a new conversation is created.
`INTERCOM_CONVERSATION_REPLIED`	Triggered when a conversation receives a reply.
`INTERCOM_CONTACT_CREATED`	Triggered when a new contact is created.

Use get_tools_trigger_actions to discover all available triggers for Intercom.

Additional Sales & CRM Tools

The following tools are also available for sales and CRM management:

CRM Platforms

Zoho CRM - Comprehensive CRM platform with sales pipeline, contact management, and automation
Zoho Bigin - Simplified CRM for small businesses with essential sales features
Attio - Customizable workspace CRM with flexible data models
Affinity - Private capital deal management and relationship tracking
Close - CRM platform with built-in calling and email automation
Capsule CRM - Simple, powerful CRM for small businesses
Folk - Next-gen team CRM with relationship intelligence
Pipeline CRM - Sales-focused CRM with pipeline management
Salesmate - AI-powered CRM platform with automation

Support & Helpdesk Platforms

Freshdesk - Customer support platform with ticketing and knowledge base
Freshservice - Cloud-based ITSM solution for IT service management
Gorgias - E-commerce helpdesk with order and customer context
Helpdesk - Customer support management platform
ServiceNow - IT Service Management platform for enterprise IT operations

Sales Engagement

Reply - Sales engagement automation with email sequences
ZoomInfo - B2B contact database and lead generation platform
Insighto AI - AI-powered communication platform for sales

For detailed function lists and trigger information for these tools, use get_tools_capabilities and get_tools_trigger_actions respectively. Each tool provides comprehensive functions for CRM, sales pipeline management, customer support, and lead generation.

Using Sales & CRM Tools in Workflows

Example: Lead Management

"Start workflow when a new lead is created in Salesforce, enrich with data from ZoomInfo, and create deal in Pipedrive"

The workflow will:

Use Salesforce trigger for new leads
Enrich lead data with ZoomInfo
Create corresponding deal in Pipedrive

Example: Support Automation

"Monitor Zendesk for high-priority tickets and notify team via Slack, then create task in Asana"

The workflow will:

Use Zendesk trigger for new tickets
Filter by priority
Send notification to Slack
Create task in Asana

Best Practices

Lead Management

Manage leads effectively:

Capture leads from multiple sources
Enrich lead data automatically
Score and qualify leads
Convert leads to opportunities

Pipeline Management

Track sales pipeline:

Update deal stages automatically
Set reminders for follow-ups
Generate pipeline reports

Customer Support

Automate support workflows:

Route tickets automatically
Escalate high-priority issues
Generate support reports

Limitations

All Tools: Each tool connects to a single authenticated account per workflow
All Tools: Subject to service rate limits and API quotas
Some Tools: Limited by organization permissions and data access

Each sales & CRM tool integration connects to a single authenticated account. To use multiple accounts, create separate workflows.

​Available Tools

​Salesforce

​Authentication

​Available Functions

​Available Triggers

​Pipedrive

​Authentication

​Available Functions

​Available Triggers

​Zendesk

​Authentication

​Capabilities

​Available Functions

​Available Triggers

​Intercom

​Authentication

​Capabilities

​Available Functions

​Available Triggers

​Additional Sales & CRM Tools

​CRM Platforms

​Support & Helpdesk Platforms

​Sales Engagement

​Using Sales & CRM Tools in Workflows

​Example: Lead Management

​Example: Support Automation

​Best Practices

​Limitations

Available Tools

Salesforce

Authentication

Available Functions

Available Triggers

Pipedrive

Authentication

Available Functions

Available Triggers

Zendesk

Authentication

Capabilities

Available Functions

Available Triggers

Intercom

Authentication

Capabilities

Available Functions

Available Triggers

Additional Sales & CRM Tools

CRM Platforms

Support & Helpdesk Platforms

Sales Engagement

Using Sales & CRM Tools in Workflows

Example: Lead Management

Example: Support Automation

Best Practices

Limitations