> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getrilo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales & CRM Tools

> Customer relationship management and sales tools including Salesforce, Pipedrive, HubSpot CRM, Zendesk, and more.

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.    |

<Info>
  Use `get_tools_trigger_actions` to discover all available triggers for Salesforce.
</Info>

## 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. |

<Info>
  Use `get_tools_trigger_actions` to discover all available triggers for Pipedrive.
</Info>

## 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.  |

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

### 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.      |

<Info>
  Use `get_tools_trigger_actions` to discover all available triggers for Zendesk.
</Info>

## 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.       |

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

### 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.        |

<Info>
  Use `get_tools_trigger_actions` to discover all available triggers for Intercom.
</Info>

## 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

<Info>
  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.
</Info>

## 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:

1. Use Salesforce trigger for new leads
2. Enrich lead data with ZoomInfo
3. 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:

1. Use Zendesk trigger for new tickets
2. Filter by priority
3. Send notification to Slack
4. Create task in Asana

## Best Practices

<AccordionGroup>
  <Accordion title="Lead Management">
    Manage leads effectively:

    * Capture leads from multiple sources
    * Enrich lead data automatically
    * Score and qualify leads
    * Convert leads to opportunities
  </Accordion>

  <Accordion title="Pipeline Management">
    Track sales pipeline:

    * Update deal stages automatically
    * Set reminders for follow-ups
    * Generate pipeline reports
  </Accordion>

  <Accordion title="Customer Support">
    Automate support workflows:

    * Route tickets automatically
    * Escalate high-priority issues
    * Generate support reports
  </Accordion>
</AccordionGroup>

## 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

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