magicplan + Zendesk Sell

magicplan + Zendesk Sell integrations

Create magicplan projects when deals enter new stages in Zendesk Sell

This zap creates a new magicplan project when a deal in Zendesk Sell enters a specific deal stage. Deal and customer data is automatically transferred to magicplan--no more double work and less room for error!

When this happens...
Deal Enters New StageTriggers when a deal enters a new stage.
TriggerPolling
automatically do this...
Find CompanyFinds a company by Company ID, name or email address.
ActionSearch
then do this!
Create New ProjectCreate a new magicplan project assigned to a workspace member.
ActionWrite

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More things you can do with Zendesk Sell and magicplan

Discover other triggers and actions you can use with Zendesk Sell and magicplan

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

- Name
  Required
- 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 Name
  Required
- 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

- Name
  Required
- Primary Contact
  Required
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Resource ID
  Required
- Resource Type
  Required
- 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
- Content
  Required
- Related to
  Required
Action
Write
- Product
  Required
- Name
  Required
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
  Required
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 Name
  Required
- 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
Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
Try It
- Project Name
  Required
- User Email Address
  Required
- Project Type
  Required
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
Action
Write

- Is Company?
Trigger
Polling
Try It
- Pipeline
- Stage
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- Related to
Trigger
Polling
Try It
- Related to
Trigger
Polling
Try It
- Company
  Required
- 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
- Person
  Required
- 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
- Deal
  Required
- Name
- Primary Contact
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Sequence
  Required
- Resource ID
  Required
- Resource Type
  Required
- Sequence Owner ID
Action
Write
- Lead
  Required
- 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
- Name
  Required
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
  Required
Action
Write
- Task Content
  Required
- Owner
- Due Date
- Alert
- Related to
Action
Write
- Contact ID
- Name
- First Name
- Last Name
- Email
- Phone
- 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
- Name
  Required
- 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
- Name
  Required
- Primary Contact
  Required
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Search or write
- Product ID
- Product Name
- Product SKU
- Name
  Required
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
  Required
Action
Search or write
File Generated
Triggers for every file that has been generated.
Trigger
Instant
Try It
- Project ID
  Required
- File Category
Action
Search

About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.

Learn moreLearn moreHelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Update Zendesk Sell deals with new projects exported in magicplan

Create Zendesk Sell notes from newly-exported magicplan files

Create magicplan projects when deals enter new stages in Zendesk Sell