Connexions

Want to get Plezi to communicate with your favorite tools (CRM, Zapier, API) and having trouble? We can help you.

Lydie Lemaire avatar U
16 articles in this collection
Written by Lydie Lemaire and Uy

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. Define the direction of your zap!
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Written by Uy
Updated this week

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).
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Written by Uy
Updated over a week ago

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

Understanding how to send my Plezi leads to my CRM via Zapier. Steps of an example: forwarding my hot leads to SalesForce
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Written by Uy
Updated this week

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).
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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 drive your marketing efforts. Here's how to link Plezi to your webinar tool.
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Written by Uy
Updated this week

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 ++)
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Written by Uy
Updated over a week ago

How do I connect a SumoMe form to Plezi?

How do you use a SumoMe form and make sure the information goes back into Plezi? Here is the trigger and the actions to take.
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Written by Uy
Updated this week