Plezi Integrations
Do More With Plezi
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Add leads in Salesforce when contact scores reach a certain points level in Plezi
Allow your sales team to find the leads that you've been nurturing with Plezi, straight into their CRM. Whenever a lead reaches a given score in Plezi, we'll create or update a lead within your Salesforce account.
Tip : Plezi's marketing team sends its leads to Salesforce when they reach 20 points.
Reminder : This is what your lead's score indicate : 0 --> 20 points : your lead is cold (awareness stage) 20 --> 40 points : your lead is lukewarm (evaluation stage) 40 points and above : your lead is hot ! (decision stage)
Create GoToWebinar registrants when contacts submit a Plezi form
Let GoToWebinar know when a contact submitted a Plezi form. Enjoy Plezi's smart form features and landing pages, while automatically registering form submitters to GoToWebinar.
Steps : 1. Create your GoToWebinar event 2. Create your content in Plezi (type : OFFER) + add a form to it 3. Run this zap
Tips : Remember to give points to Plezi form submission to measure your registrants' new engagement.
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Plezi Integration DetailsBeta
Launched on Zapier March 6, 2019
Zapier combines Triggers (like "Contact Changed") and Actions (like "Add Event to Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Plezi Triggers, Searches, and Actions are supported by Zapier:
Triggers when an existing contact is changed.
Triggers when the score of a contact is changed above a specific value.
Triggers when the status of a contact is changed.
Triggers when a content is downloaded.
Triggers when a new contact is created.
Adds event to contact.
Creates or updates a contact.
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