There are several ways to synchronize your contact lists between Plezi and your CRM.
1. Uni-directional interface with Zapier (Plezi --> CRM)
You can pull up contact information generated in Plezi, in your CRM. In this sense, simply create what’s called a “Zap”, which you can configure directly in Zapier.
The list of CRMs offering a Zapier connector is available here.
For more information on this approach, read this article.
2. Bi-directional Interface (Plezi CRM)
You also have the option to synchronize Plezi and your CRM in both directions, thanks to the integration of a bi-directional connector.
This option is available at an additional cost. Contact us on chat if you're interested ;)
If you have subscribed to this option, you need to ask our happiness factory to enable this feature in your account.
Our connector is available for the following CRMs:
To find out more about the installation, read the following article: the connector interface.