Connexions

How can you connect Plezi to your tools?

Gabrièle de Lamaze avatar Lydie Lemaire avatar Uy avatar
18 articles in this collection
Written by Gabrièle de Lamaze, Lydie Lemaire, and Uy

What is Zapier and what links are possible with Plezi?

I want to link Plezi to my other tools via Zapier (CRMs, events, webinars, etc.). What actions will I be able to set up?
Uy avatar
Written by Uy
Updated over a week ago

How do I make sure that a zap exists between Plezi and my other tool?

More than 1000 zaps are possible with Plezi!! Check that YOUR zap will be, following these steps;)
Uy avatar
Written by Uy
Updated over a week ago

How do I send my Plezi leads to my CRM via Zapier

A complete step-by-step with an example: sending my warm leads to Salesforce.
Uy avatar
Written by Uy
Updated over a week ago

How do I send Plezi content requests to other tools with Zapier?

I want each new contact requesting content A to be recorded in a Google Spreadsheet (or another tool).
Uy avatar
Written by Uy
Updated over a week ago

How do I add an event to a Plezi contact record with Zapier?

I want to add a event to my contact’s history following an external action (that I can benefit from to allocate points).
Uy avatar
Written by Uy
Updated over a week ago

How do I manage my webinar registrations / participations via Zapier?

Connect Plezi to your webinar platform to manage your marketing actions
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Written by Uy
Updated over a week ago

How do I connect an Eventbrite form to Plezi with Zapier?

Create your event on Eventbrite and send the subscribed-contact information to Plezi
Uy avatar
Written by Uy
Updated over a week ago

How do you bring up contacts that have requested content via a form external to Plezi?

This can be done by setting up a Zap between Google SpreadSheet and the WebHooks action (Nerd alert ++)
Uy avatar
Written by Uy
Updated over a week ago

How do I connect a SumoMe form to Plezi?

Use a SumoMe form and make sure the information loads in Plezi.
Uy avatar
Written by Uy
Updated over a week ago