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How can you connect Plezi to your tools?
18 articles in this collection
Written by
Lydie Lemaire
and
Uy
CRM Microsoft Dynamics
Written by
Uy
Updated over a week ago
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...)
Written by
Uy
Updated over a week ago
Connect Plezi to my CRM: what should I choose, Zapier or the integrated Plezi connector?
This article summarises the two options for connecting Plezi and your CRM.
Written by
Uy
Updated over a week ago
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?
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;)
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.
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).
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).
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
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
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 ++)
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.
Written by
Uy
Updated over a week ago
How do I synchronize my contacts between Plezi and my CRM via the integrated connector?
Configure the dedicated interface in order to send contacts between Plezi and your CRM
Written by
Uy
Updated over a week ago
Integration between Plezi and Salesforce
Connect Plezi to your CRM & export your leads
Written by
Uy
Updated over a week ago
Plezi and PipeDrive integration
Connect your CRM to Plezi to synchronise all your contact information!
Written by
Uy
Updated over a week ago
Plezi and Hubspot CRM integration
Connect your CRM to Plezi to synchronise all your contact information!
Written by
Uy
Updated over a week ago
Plezi and Zoho CRM integration
Connect and synchronise your contacts between your CRM and Plezi
Written by
Uy
Updated over a week ago
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 this week