What QuoteCloud with Zendesk Sell can and can't do
Plain answers before you build: what the Zaps do with a deal, where they stop, how Zapier and Make differ, and what we still have to confirm.
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The Zaps can draft a quote when a Zendesk Sell deal or lead appears or changes stage, and turn views, signatures, expiry and losses into tasks, notes, hot flags and stage changes. They can't copy a deal's products into the price table, attach files to a deal, tick options or keep both apps in sync: each Zap runs one way.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Harrowfield's proposal HF-SP-0436 with data items filled from the Zendesk Sell deal and the template's price table. In front, an illustration of the deal at Won.
Data items filled by the Zap
Prepared for- Priya Desai, Orchard Lane ChildcareFrom Zendesk Sell · Contact name
Zendesk Sell deal ID- 48213From Zendesk Sell · Deal ID
Site address- 14 Orchard LaneFrom Zendesk Sell · Site address
Designer- Marcus TeoFrom Zendesk Sell · Owner
Your system, priced
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Cameras, doors & installation | $11,194 | ||
8 IP cameras, turret & domeEntry, car park, play yard and halls · supplied & fitted
|
1 lot | $3,360 | $3,360.00 |
16-channel network video recorder, 30 days storageIn the office comms cupboard
|
1 ea | $1,450 | $1,450.00 |
3 access-control readers, locks & exit buttonsFront gate, foyer and staff door
|
1 lot | $1,920 | $1,920.00 |
Cabling, 420 m installedFrom Monday's site walk
|
1 lot | $1,764 | $1,764.00 |
Installation, programming & commissioningTwo technicians, two days, outside opening hours
|
1 lot | $2,400 | $2,400.00 |
Handover & staff trainingPhone app set-up for the centre director
|
1 job | $300 | $300.00 |
| Add if you'd like Tick to add | |||
Video intercom at the front gateAnswer the gate from the office or the phone app
|
1 ea | $890 | $890.00 |
- Subtotal
- $11,194.00
- Tax (10%)
- $1,119.40
- Total
- $12,313.40
- Plus, monthly
- $0.00/mo
Deal · ID 48213Orchard Lane Childcare · CCTV & access controlContact: Priya Desai · Orchard Lane Childcare
- Qualified
- Site visit
- Quote
- Won
- Value
- $11,194.00
- Owner
- Marcus Teo
- Contact
- Priya Desai
- Site address
- 14 Orchard Lane
Illustration with sample data: a generic CRM record, not Zendesk Sell’s screen.
What can the Zendesk Sell Zaps do?
Draft quotes from deals and leads
Deal Enters New Stage, New Deal or New Lead can start Create Document from your template, with the deal's details in data items. Quotes on the move.
Write tasks and notes
First views, signatures, comments, expiry and losses can become Zendesk Sell tasks with a due date and an alert, or notes on the deal. Tasks for the rep.
Move the deal
Update Deal can change the stage, mark the deal hot, change its value or add tags, once Find Deal has found it. Sign on site.
Hand off to Zendesk Support
The signing Zap can open a Zendesk Support ticket with the signed PDF attached. Hand-off to support.
Match people
Find Contact and QuoteCloud's Find or Create Contact keep the quote's recipient the same person as the deal's contact.
Add price-table rows you map
Create Document takes row fields (label, notes, price, quantity, term, tax, discount) from values you map, such as a fixed call-out fee.
Zapier or Make: which route suits you?
There's no direct or native Zendesk Sell connection on any plan. Both routes reach the same QuoteCloud events and actions.
Zapier
QuoteCloud's Zapier app with ready-made triggers, actions and searches, beside Zendesk Sell's and Zendesk Support's Zapier apps. No code. Essentials and up; documents a Zap creates carry US$2.00, $1.80 or $1.60 each by volume.
Connect it in ZapierMake
Bring your own: Make's built-in OAuth connection to QuoteCloud, then QuoteCloud's API or Zapier endpoints called from a scenario, beside Make's own Zendesk Sell modules. You design each step; no ready-made QuoteCloud app on Make.
What each route costs
Where does it stop?
No sync
Each Zap runs one way when its trigger fires. Editing the deal after the quote is drafted doesn't change the quote; revise it in QuoteCloud.
No deal products in the price table
Zendesk Sell's Zapier app has no search that returns a deal's products, so the price table comes from your template and the rep's edits.
No files on the deal
Zendesk Sell's Zapier app can't attach a file to a deal. Put the signed PDF on a Zendesk Support ticket or in OneDrive or Google Drive, and a note on the deal.
No choices made for the client
A Zap never ticks optional items or chooses content blocks. The client ticks options; the rep edits and sends.
No saved PDF links
Generate or Fetch Document PDF Link gives a short-lived link: upload the file in the same Zap, never store the link on the deal.
No signing inside Zendesk Sell
Signing, in person or online, happens in QuoteCloud. Zendesk Sell hears about it only through a Zap.
Try it with your own pipeline
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and see what the Zaps do with a test deal.
What we haven't confirmed yet
We describe only what QuoteCloud's and Zendesk Sell's Zapier apps list and what QuoteCloud's User Guide documents. A few details depend on the data your account sends, so check them in each Zap's test data:
- Whether QuoteCloud's triggers carry your template's data items, such as the Zendesk Sell deal ID. Until you see it, find the deal on its name.
- Which fields Deal Enters New Stage passes, such as the contact ID, the owner and your custom deal fields.
- Whether a quote signed in person fires the signing triggers exactly like one signed online. Test it once.
- Whether Recipient First Viewed Document fires once per recipient or once per document.
- For Make: which of Make's Zendesk Sell modules suit your scenario, and whether documents a scenario creates carry the per-document fee. Ask us.
Questions about the limits
Does QuoteCloud sync with Zendesk Sell?
No. Nothing is kept in sync, and there's no direct connection. Each Zap is a one-way automation that runs when its trigger fires: a deal can start a quote, and a quote event can update the deal, but these are separate Zaps. Changes made later in one app don't flow to the other by themselves.
Can the Zap put a Zendesk Sell deal's products on the quote?
No. Zendesk Sell's Zapier app has no search that returns a deal's products, so a Zap can't copy them into a price table. Use a template with your standard lines, add products from QuoteCloud's product catalogue, or map fixed rows into Create Document.
Can a Zap tick options or pick content for the client?
No. A Zap creates the document from your template and fills data items and any price-table rows you map. Optional items stay for the client to tick when they review the quote, and the rep edits the draft before sending.
Is Make or Zapier better for Zendesk Sell?
Zapier is quicker to start: QuoteCloud has a ready-made Zapier app and every recipe on this site is a Zap. Make suits teams that already run Make and want to design each step, using Make's OAuth connection and QuoteCloud's API. Both need QuoteCloud's Essentials plan or higher.
More on QuoteCloud and Zendesk Sell
Four use cases with the exact Zapier steps, then how to connect and test, and the cost.
- Quote from a Zendesk Sell deal on the moveMove a deal to your quote stage from the site and a Zap drafts the quote, with a task waiting for the rep.
- Sign on site, won in Zendesk SellThe client signs in person on the rep's device; a Zap moves the Zendesk Sell deal to won and books the next step.
- Zendesk Sell tasks from quote activityFirst views, expired quotes and lost quotes become tasks, notes and stage changes in the rep's Zendesk Sell list.
- Hand a signed deal from Zendesk Sell to supportWhen the quote is signed, one Zap marks the deal won and opens a Zendesk Support ticket with the signed PDF.
- Connect Zendesk Sell to QuoteCloud and test itThe plan, the two connections in Zapier, the field map, how a Zap finds the deal again, Make, and a test run.
- What the Zendesk Sell connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions sales teams ask before connecting QuoteCloud and Zendesk Sell.
Know the limits, then build.
Start a free 14-day trial of QuoteCloud and test each Zendesk Sell Zap with sample data before your reps rely on it.
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