CompanyCam + Zendesk Sell

Create new projects in CompanyCam for new leads in Zendesk Sell

Enhance your sales process with this efficient automation. This workflow gets activated when there's a new lead in Zendesk Sell. The new lead then prompts the creation of a new project in CompanyCam. This not only saves time and effort but also ensures that every lead is systematically followed up, each given equal importance within your business operations.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Add Project
Creates a new project in your account.
ActionWrite

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Supported triggers and actions

What does this mean?

- Is Company?
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Scheduled
Try It
Updated Lead
Triggers when an existing lead is updated.
Trigger
Scheduled
Try It
New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Trigger
Scheduled
Try It

- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- First Name
- Last NameRequired
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write

- NameRequired
- Primary ContactRequired
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Resource IDRequired
- Resource TypeRequired
- Sequence ID
Action
Write
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- ContentRequired
- Related toRequired
Action
Write
- ProductRequired
- NameRequired
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Company ID
- Company Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
Action
Search
- Source ID
- Source Name
Action
Search
- Source ID
- Source Name
Action
Search
- Sequence ID
- Sequence Name
Action
Search
- User ID
- Full Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
- First Name
- Last NameRequired
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Lead ID
- Company Name
- First Name
- Last Name
- Email
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- LabelsRequired
Trigger
Instant
Try It
- Project IDRequired
- Image URLRequired
Action
Write
- Project NameRequired
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Write
- Overwrite Existing Note?Required
- Project IDRequired
- Project NoteRequired
Action
Write
- Search ByRequired
- Project NameRequired
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Search or write

- Is Company?
Trigger
Scheduled
Try It
- Pipeline
- Stage
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- CompanyRequired
- Name
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- PersonRequired
- First Name
- Last Name
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- DealRequired
- Name
- Primary Contact
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- SequenceRequired
- Resource IDRequired
- Resource TypeRequired
- Sequence Owner ID
Action
Write
- LeadRequired
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- NameRequired
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Task ContentRequired
- Owner
- Due Date
- Alert
- Related to
Action
Write
- Contact ID
- Name
- First Name
- Last Name
- Email
- Is Company?
Action
Search
- Deal ID
- Deal Name
Action
Search
- Lead ID
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Product ID
- Product Name
- Product SKU
Action
Search
- Stage ID
- Stage Name
- Pipeline Name
Action
Search
- Company ID
- Company Name
- Email
- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Deal ID
- Deal Name
- NameRequired
- Primary ContactRequired
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Search or write
- Product ID
- Product Name
- Product SKU
- NameRequired
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- CurrencyRequired
Action
Search or write
New Document
Triggers when a document is added to a project.
Trigger
Instant
Try It
New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
Try It
New Project
Triggers when you add a new project.
Trigger
Instant
Try It
- Project IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write
- Search ByRequired
Action
Search

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

Learn more

Related categories

Images & Design

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

CompanyCam + Zendesk Sell

Create new projects in CompanyCam for new leads in Zendesk Sell

New Contact

Is Company?

New Deal

Updated Deal

Updated Lead

New Product in Catalog

Create Company

Parent Company

Email

Work Number

Mobile Number

Industry

Tags

Street

City

Zip/Post Code

State or Region

Country

Owner

Website

Skype

Facebook

Twitter

LinkedIn

Fax

Description

Create Person

First Name

Last NameRequired

Title

Company

Email

Work Number

Mobile Number

Industry

Tags

Street

City

Zip/Post Code

State or Region

Country

Owner

Website

Skype

Facebook

Twitter

LinkedIn

Fax

Description

Create Deal

NameRequired

Primary ContactRequired

Value

Currency

Hot

Owner

Pipeline

Stage

Source

Tags

Stop Sequence Enrollments

Resource IDRequired

Resource TypeRequired

Sequence ID

Create Lead

First Name

Last Name

Company Name

Email

Work Number

Mobile Number

Title

Source

Industry

Tags