Plezi (Plus & Star) + Zendesk Sell

Plezi (Plus & Star) + Zendesk Sell integrations

Create leads in Zendesk Sell from new mql contacts in Plezi (Plus & Star)

If you're dealing with marketing qualified leads within Plezi (Plus & Star) and want to swiftly convert them into leads in Zendesk Sell, this workflow is for you. The moment a new MQL contact emerges in Plezi, the automation instantly creates a lead in Zendesk Sell, enabling you to streamline your sales process. This seamless workflow saves you time and ensures no potential client slips through the cracks.

When this happens...
MQL ContactsTriggers when a contact become a MQL so has the score defined by MQL threshold.
TriggerPolling
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Plezi (Plus & Star) and Zendesk Sell

Discover other triggers and actions you can use with Plezi (Plus & Star) and Zendesk Sell

- Content
  Required
Trigger
Polling
Try It
Contacts Recently Changed
Triggers when a contact is updated.
Trigger
Polling
Try It
- Contact email
  Required
- Description
  Required
- Points
  Required
Action
Write
- 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

Contacts Created
Triggers when a contact is created.
Trigger
Polling
Try It
MQL Contacts
Triggers when a contact become a MQL so has the score defined by MQL threshold.
Trigger
Polling
Try It
- Source
  Required
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

About Plezi (Plus & Star)

Plezi is the perfect marketing automation software for overwhelmed marketers to launch and develop your B2B marketing strategy.

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Related categories

Marketing

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

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CRM (Customer Relationship Management)

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