Plezi

Learn how to synchronize Plezi with your Microsoft Dynamics CRM.

CRM Microsoft Dynamics

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

Connexions

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

How to obtain my API key ?

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

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

Prerequisite

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

How do I make sure that a zap exists between Plezi and my other tool?

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

How do I send Plezi content requests to other tools with Zapier?

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

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

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

How do I add an event to a Plezi contact record with Zapier?

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

How do you bring up contacts that have requested content via a form external to Plezi?

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

How do I manage my webinar registrations / participations via Zapier?

Connexion availables with Zapier

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

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

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

Integration between Plezi and Salesforce

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

Plezi and PipeDrive integration

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

Plezi and Hubspot CRM integration

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

Plezi and Zoho CRM integration

CRM connexion integrated in Plezi

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

How do I create a contact using APIs?

Connexion with APIs (for developers)

Find answers and get help from Intercom Support and Community Experts

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