?>

pipelinedeals + Zendesk Sell Integrations

Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and Zendesk Sell

  • No code
  • No Credit Card
  • Lightning Fast Setup
About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

Zendesk Sell Integrations

Best ways to Integrate pipelinedeals + Zendesk Sell

  • pipelinedeals Zendesk Sell

    pipelinedeals + Zendesk Sell

    Create Note from Zendesk Sell from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Zendesk Sell Create Note
  • pipelinedeals Zendesk Sell

    pipelinedeals + Zendesk Sell

    Create Product in catalog from Zendesk Sell from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Zendesk Sell Create Product in catalog
  • pipelinedeals Zendesk Sell

    pipelinedeals + Zendesk Sell

    Create task from Zendesk Sell from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Zendesk Sell Create task
  • pipelinedeals Zendesk Sell

    pipelinedeals + Zendesk Sell

    Update Company in Zendesk Sell when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Zendesk Sell Update Company
  • pipelinedeals Zendesk Sell

    pipelinedeals + Zendesk Sell

    Create Lead from Zendesk Sell from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Zendesk Sell Create Lead
  • pipelinedeals {{item.actionAppName}}

    pipelinedeals + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect pipelinedeals + Zendesk Sell in easier way

It's easy to connect pipelinedeals + Zendesk Sell without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

    Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

How pipelinedeals & Zendesk Sell Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zendesk Sell as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from pipelinedeals to Zendesk Sell.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of pipelinedeals and Zendesk Sell

According to the website, pipelinedeals is “a platform that allows you to create and manage your own sales pipeline”. It means that customers can have a pipeline created for them and in each step of the pipeline, they will be receiving updates on their status. This way, customers will stay informed about the process until completion.

Zendesk Sell is an online top for managing customer support and sales. The main idea is to integrate pipelinedeals with Zendesk Sell so that users will be able to see the status of the sales pipeline right on their dashboard. This is supposed to help them in managing their leads and sales, as well as serve as a reminder which will allow them to fplow up on the leads.

Integration of pipelinedeals and Zendesk Sell

To integrate pipelinedeals with Zendesk Sell, first create a new line item in the Pipelinedeals account. However, it must be done through the API. Go to Pipelinedeals app on Zendesk and add a new API key. Then go to Pipelinedeals API documentation and find out more about creating a new line item. After creating a new line item, find out how to assign it to the contact in the next section (B.

There are three types of Pipelinedeals queued actions. open, closed and completed. Each type has different meaning. For example, when creating a new contact record in Zendesk, you can assign it to one of these groups. A contact opened in Pipelinedeals equals to a new lead in Zendesk, a contact closed equals to a closed lead and a contact completed equals to an account. However, there are two more types of opened and closed contacts in Pipedeals than there are in Zendesk. In Zendesk, there’s only one type of opened and closed contacts, but in Pipedeals there are three. opened (opened or closed), closed (closed or open. and both (opened and closed. Having all three types allows you to assign a contact both opened and closed which means that this contact is in the process of being opened.

In the second part of this section, we will talk about how to assign a contact from Zendesk to a line item in Pipedeals. First of all, let’s create a new pipeline in Pipedeals by sending the fplowing request:

POST /api/v2/lineitems HTTP/1.1 Accept. application/json Content-Type. application/json Authorization. Bearer eyJ0e... Content-Length. 63 { "name". "First pipeline", "description". "It's my first pipeline.", "active". true }

After creating a new pipeline, you can check its status via the Get Pipeline Details endpoint:

GET /api/v2/pipelines/{PIPELINE_ID} HTTP/1.1 Accept. application/json Authorization. Bearer eyJ0e... Content-Length. 0 Host. api.pipelinedeals.com Connection. close

The response will look like this:

HTTP/1.1 200 OK Content-Type. application/json Content-Length. 342 { "_links". { "self". { "href". "/api/v2/pipelines/13" }, "lineitems". { "href". "/api/v2/lineitems?page=1&per_page=20&sort=created&order=asc" } }, "_embedded". { "lineitems". [ { "_links". { "self". { "href". "/api/v2/lineitems/18" }, "pipeline". { "href". "/api/v2/pipelines/13" }, "queues". { "href". "/api/v2/pipelines/13/queues" } }, "_embedded". { "open_actions". [ { "_links". { "self". { "href". "/api/v2/pipelines/13/open_actions/18" }, "pipeline". { "href". "/api/v2/pipelines/13" }, "contact". { "href". "/api/v2/contacts/1" } }, "_embedded". { "_links". { "self". { "href". "/api/v2/pipelines/13/open_actions/18" }, "pipeline". { "href". "/api/v2/pipelines/13" } }, "status_link". { "title". null, "href". "/api/v2/pipelines/13/open_actions/18?edit" }, "label_id". 1, "status_text". null } } ], "_links" . { "self" . { "href" . "/api/v2/pipelines/13/open_actions" } } }, "_links" . { "self" . { "href" . "/api/v2/lineitems/18" }, "pipeline" . { "href" . "/api/v2/pipelines/13" }, "queues" . { "href" . "/api/v2/pipelines/13/queues" } } } ] }, "_links" . { "self" . { "href" . "/api/v2/lineitems?page=1&per_page=20&sort=created&order=asc" } } }

As you can see here, an open action appears under the _embedded object. Moreover, the request returns many other objects such as pipelines, queues and contacts. Let’s add a new contact record in Zendesk and assign it to this newly created pipeline (which is still not assigned to any contact):

GET /api?method=ContactManager.createContact&service_id=3&object_id=19&account_id=1&attributes[][name]=First+Name&attributes[][value]=John&attributes[][relationship]=customer&attributes[][assignee_id]=28&attributes%5B%5D[%5B%5D]=pipelinedeals_001&attributes[][position]=14 HTTP/1.1 Accept. application/json Content-Type. application/json Authorization. Bearer eyJ0e... Content-Length. 595 Host. api.zendesk.com Connection. close

You can see that we added another variable named attributes[][assignee_id] and assigned it pipelinedeals_001 value which is an ID of our line item in Pipedeals. Now if you check your pipeline again, you will see that there’s also a new line item associated with it:

Now let’s try adding another contact record with another assigned line item from Zendesk to our pipeline with the same method as above (only change some parameters):

After adding the second contact record, we will get two lines under the _embedded object. one line containing two open actions and another line containing two closed actions. You can see that each action contains an ID variable which points to our line items in Pipedeals:

Benefits of Integration of pipelinedeals and Zendesk Sell

Besides assigning contacts in Zendesk to your existing pipeline in Pipedeals via API requests, you can also do it directly inside Zendesk interface. When creating an account or a contact record in Zendesk, you have an option called “Assign To…” which allows you to choose one of your existing pipelines from Pipedeals or add a new one by sending an API request through Zendesk interface directly. This is really convenient because you don’t have to switch between different interfaces anymore just to assign a new lead from Zendesk to your existing pipeline in Pipedeals; it can all be done within Zendesk interface.

The process to integrate pipelinedeals and Zendesk Sell may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.