Plezi (Plus & Star) + Zendesk Sell

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 Contacts
Triggers when a contact become a MQL so has the score defined by MQL threshold.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- ContentRequired
Trigger
Polling
Try It
Contacts Recently Changed
Triggers when a contact is updated.
Trigger
Polling
Try It
- Contact emailRequired
- DescriptionRequired
- PointsRequired
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
- 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

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
- SourceRequired
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
- 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
- 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
- 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

About Plezi (Plus & Star)

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

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 more

Related categories

CRM (Customer Relationship Management)

Plezi (Plus & Star) + Zendesk Sell

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

Contacts That Asked for Content

Contacts Recently Changed

Create Contact Event

New Contact

New Deal

Updated Deal

Updated Lead

New Product in Catalog

Create Company

Create Person

Create Deal

Stop Sequence Enrollments

Create Lead

Create Note

Update Product in Catalog

Find Company

Find Person

Find Deal Source

Find Lead Source

Find Sequence

Find User

Find or Create Person

Find or Create Lead

Contacts Created

MQL Contacts

Create or Update Contact

Updated Contact

Deal Enters New Stage

New Lead

New Note

New Task

Update Company

Update Person

Update Deal

Create Sequence Enrollment

Update Lead

Create Product in Catalog

Create Task

Find Contact

Find Deal

Find Lead

Find Product in Catalog

Find Deal Stage

Find or Create Company

Find or Create Deal

Find or Create Product in Catalog

About Plezi (Plus & Star)

Related categories

About Zendesk Sell

Related categories

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