Connexions

CRM Microsoft Dynamics

Learn how to synchronize Plezi with your Microsoft Dynamics CRM.

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 over a week ago