Plezi

Learn how to synchronize Plezi with your Microsoft Dynamics CRM.

CRM Microsoft Dynamics

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

Your API key is unique, here's how to get it ! You'll need it for your integrations (Zapier, API, specific and technical stuff...)

The two options for connecting Plezi and your CRM. Both uni-directional interface with Zapier and bi-directional Interface.

More than 1000 zaps are possible with Plezi! Check that YOUR zap will be, following these steps. Define the direction of your zap!

I want each new contact requesting content A to be recorded in a Google Spreadsheet (or another tool).

Understanding how to send my Plezi leads to my CRM via Zapier. Steps of an example: forwarding my hot leads to SalesForce

I want to add a event to my contact’s history following an external action (that I can benefit from to allocate points).

This can be done by setting up a Zap between Google SpreadSheet and the WebHooks action (Nerd alert ++)

Connect Plezi to your webinar platform to drive your marketing efforts. Here's how to link Plezi to your webinar tool.

Learn about the two options for connecting Plezi and your CRM via a one-way interface with Zapier or a two-way interface.

To connect Plezi to your CRM and bring up your leads, what are the steps to follow? We explain everything you need to know.

Connect your CRM to Plezi to synchronize all your contact information! We reveal you all the steps to follow with Pipedrive.

Steps to connect your Hubspot CRM to Plezi to streamline your contact information and get the API key easily!

Connect and synchronize your contacts between your CRM & Plezi! Read our instructions to understand synchronization with Zoho CRM.

This article describes how to maintain your forms and use our APIs to create a contact in Plezi