Connexions | Plezi Help Center

CRM Microsoft Dynamics

How to obtain my API key ?

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

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Written by Uy
Updated yesterday

Connect Plezi to my CRM: what should I choose, Zapier or the integrated Plezi connector?

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

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Written by Uy
Updated yesterday

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 yesterday

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 yesterday

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 yesterday

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 yesterday

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 yesterday

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 yesterday

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 yesterday

How do I synchronize my contacts between Plezi and my CRM via the integrated connector?

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

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Written by Uy
Updated yesterday

Integration between Plezi and Salesforce

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

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Written by Uy
Updated yesterday

Plezi and PipeDrive integration

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

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Written by Uy
Updated yesterday

Plezi and Hubspot CRM integration

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

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Written by Uy
Updated yesterday

Plezi and Zoho CRM integration

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

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Written by Uy
Updated yesterday

How do I create a contact using APIs?

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

Written by Lydie Lemaire
Updated yesterday