There are 2 types of connection between Plezi & your CRM:
Use one of our connectors: bi-directional connection
Using Zapier: uni-directional connection
I use a Plezi connector
There are 3 types of synchronizations
Automatic: every 2 hours (managed by Plezi, without any action on your part).
This synchronization takes place in both directions > Plezi updates itself with your CRM data every 2 hours and sends it the new information within the same time frame.
After submission of a form by your contact: immediate.
Plezi sends the information to your CRM faster than lightning ⚡️
The shares circulate in both directions. A real 8-lane American-style highway!
I use Zapier
Zapier transmits the information with a speed that depends on your plan, and which ranges from 1 to 15 minutes.
Please note: we are currently connecting with SalesForces, Zoho, Pipedrive, MD 365, Hubspot, VTiger and SAS C4C.