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Plezi + Salesforce

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.

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.

  1. When this happens...
    PleziPlezi
    Contact Score Changed

    Triggers when the score of a contact is changed above a specific value.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ContentRequired

    Trigger
    Scheduled
    Try It
    • Score ThresholdRequired

    • Attribute Value Format

    Trigger
    Scheduled
    Try It
  • Plezi triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Option: Keep multiple select values

    • Initial Source

    • Source

    Action
    Write
    • Contact StatusRequired

    • All Contacts

    Trigger
    Scheduled
    Try It
    • Contact EmailRequired

    • Event DescriptionRequired

    • Behaviour PointRequired

    Action
    Write
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About Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.
Learn moreHelp

Related categories

  • Marketing Automation

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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