Zero + Foqal puts your CRM of record where the conversation is happening. From a ticket, workflow or chat, the AI assistant can look up companies, contacts and deals, create and update them with the workspace's own custom properties, and merge duplicates it finds along the way.
Write meeting follow-ups as notes in plain Markdown and Foqal converts them to Zero's rich text for you — and back to Markdown when reading, so summaries stay legible. Manage tasks with owners and deadlines, organise records into lists, and log custom activities against the timeline.
On the outreach side, enroll and unenroll contacts in sequences, advance or re-enroll them, and review enrollment status and steps. Meetings and their transcripts are readable too, so an agent can answer "what did we agree on that call?" without leaving the ticket.
Connect with a Zero API token from Workspace Settings.
Automate these workflows and actions through the Foqal + Zero integration.
Activates a sequence so enrolled contacts start receiving steps. Zero currently rejects this call unless it carries an activation plan that only the Zero app can produce, so activate the sequence in Zero until they expose a plan endpoint.
Adds a Markdown note to a company, contact or deal.
Adds a company, contact or deal to lists and removes it from others.
Forces enrolled contacts on to the next step of a sequence.
Clones a sequence, including its steps.
Other integrations that work great with Foqal.
Look up and update people, track events, manage subscriptions and send messages in Customer.io from Foqal and AI.
Integrates with Jira or JSM to create tickets and synchronize comments and status bi-directionally.
Integrating Foqal with Github Issues streamlines ticket management for customer support and software engineering teams, enabling seamless collaboration and real-time synchronization of tickets.
Get started with Foqal and set up your Zero integration in minutes.
Creates a company record.
Creates a contact record.
Creates a deal.
Creates a list of contacts, companies or deals.
Creates a draft sequence.
Creates a task, optionally assigned and linked to records.
Archives or permanently deletes a company.
Archives or permanently deletes a contact.
Archives or permanently deletes a custom activity.
Archives or permanently deletes a deal.
Archives or permanently deletes a list.
Archives or permanently deletes a note.
Deletes a sequence.
Archives or permanently deletes a task.
Enrolls a contact by adding them to the list that feeds the sequence.
Finds a contact by exact email address.
Finds the Zero user with the given email address.
Lists or searches the Zero users in the account.
Retrieves one company by id.
Retrieves one contact by id.
Retrieves one custom activity by id.
Retrieves one deal by id.
Retrieves one list by id.
Retrieves one meeting, including attendees, links and the AI summary.
Retrieves one note, including its Markdown body.
Retrieves one sequence, including the list that drives enrollment.
Returns enrollment and response metrics for one or all sequences.
Retrieves one task by id.
Retrieves one Zero user by id.
Lists or searches companies.
Lists or searches contacts.
Lists custom activities, optionally for one record.
Lists the custom activity types and the custom fields they define.
Lists custom property definitions with their key, type and options.
Lists or searches deals.
Lists the record lists in the workspace.
Lists the transcript segments recorded for a meeting.
Lists meetings, optionally for a company, contact or deal.
Lists notes, optionally for one record. Each note also comes back as Markdown.
Lists the stages a deal can move through.
Lists contact enrollments with their status and current step.
Lists the ordered steps of a sequence.
Lists sequences and their status.
Lists or searches tasks.
Lists which users belong to the workspace and their role.
Lists the workspaces this API key can access.
Logs a custom activity against companies, contacts or deals.
Merges duplicate companies into a primary company.
Merges duplicate contacts into a primary contact.
Merges duplicate deals into a primary deal.
Pauses a sequence and its enrolled contacts.
Re-enrolls contacts that already finished or stopped in a sequence.
Unenrolls a contact by removing them from the list that feeds the sequence.
Renames a sequence.
Updates an existing company.
Updates an existing contact.
Updates a logged custom activity.
Updates an existing deal, including moving it to a new stage.
Renames or restyles a list.
Replaces the title, body or attachment of a note.
Updates an existing task.