Plezi + Sellsy

Create new opportunities in Sellsy when contact scores change in Plezi

Elevate your sales game with this workflow. When a contact's score changes in Plezi, it will create a new opportunity in Sellsy. This process allows you to save time while ensuring that no potential sales opportunities are missed. Stay ahead of the curve by turning your prospects into solid business opportunities.

When this happens...
Contact Score Changed
Triggers when the score of a contact is changed above a specific value.
TriggerPolling
automatically do this!
Create Opportunity
Triggers when a new opportunity is created.
ActionWrite

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Supported triggers and actions

- ContentRequired
Trigger
Polling
Try It
- Score ThresholdRequired
- Attribute Value Format
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Option: Keep multiple select values
- Initial Source
- Source
Action
Write
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Updated Task
Triggers when a task is updated.
Trigger
Instant
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- Linked Object TypeRequired
- Linked IdRequired
- ContentRequired
- Date
Action
Write
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- LabelRequired
- Description
- DateRequired
- Confidentiality
- Guests
Action
Write
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or PhoneRequired
Action
Search
- Name, Email or PhoneRequired
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Search or write

- Attribute
Trigger
Polling
Try It
- Contact StatusRequired
- All Contacts
Trigger
Polling
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- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Company TypeRequired
Trigger
Instant
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Updated Opportunity Status
Triggers when the status is changed on an opportunity.
Trigger
Instant
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Deleted Task
Triggers when a task is deleted.
Trigger
Instant
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- Company TypeRequired
Trigger
Instant
Try It
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- FunnelRequired
- StepRequired
- Company TypeRequired
- CompanyRequired
- NameRequired
- SourceRequired
- Brief
- Due Date
- Opportunity #
- Owner
- Potential Amount
- Probability
- Linked Staffs
Action
Write
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or PhoneRequired
- Prospect or ClientRequired
Action
Search
- Name, Email or PhoneRequired
- Prospect or ClientRequired
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Search or write