Plezi + Sellsy

Plezi + Sellsy integrations

Create new opportunities in Sellsy when contact scores change in Plezi

Elevate your sales game with this workflow. When a contact's score changes in Plezi, it will create a new opportunity in Sellsy. This process allows you to save time while ensuring that no potential sales opportunities are missed. Stay ahead of the curve by turning your prospects into solid business opportunities.

When this happens...
Contact Score ChangedTriggers when the score of a contact is changed above a specific value.
TriggerPolling
automatically do this!
Create OpportunityTriggers when a new opportunity is created.
ActionWrite

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More things you can do with Plezi and Sellsy

Discover other triggers and actions you can use with Plezi and Sellsy

- Content
  Required
Trigger
Polling
Try It
- Score Threshold
  Required
- Attribute Value Format
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Option: Keep multiple select values
- Initial Source
- Source
Action
Write
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It

New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
- Linked Object Type
  Required
- Linked Id
  Required
- Content
  Required
- Date
Action
Write
- Last Name
  Required
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- Label
  Required
- Description
- Date
  Required
- Confidentiality
- Guests
Action
Write
- Prospect or Client
  Required
- Company Type
  Required
- Name
  Required
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or Phone
  Required
Action
Search
- Name, Email or Phone
  Required
- Last Name
  Required
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Search or write

- Attribute
Trigger
Polling
Try It
- Contact Status
  Required
- All Contacts
Trigger
Polling
Try It
- Contact Email
  Required
- Event Description
  Required
- Behaviour Point
  Required
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Company Type
  Required
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when the status is changed on an opportunity.
Trigger
Instant
Try It
Deleted Task
Triggers when a task is deleted.
Trigger
Instant
Try It
- Company Type
  Required
Trigger
Instant
Try It
- Last Name
  Required
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- Funnel
  Required
- Step
  Required
- Company Type
  Required
- Company
  Required
- Name
  Required
- Source
  Required
- Brief
- Due Date
- Opportunity #
- Owner
- Potential Amount
- Probability
- Linked Staffs
Action
Write
- Prospect or Client
  Required
- Company Type
  Required
- Name
  Required
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or Phone
  Required
- Prospect or Client
  Required
Action
Search
- Name, Email or Phone
  Required
- Prospect or Client
  Required
- Prospect or Client
  Required
- Company Type
  Required
- Name
  Required
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Search or write

About Plezi

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

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About Sellsy

Sellsy is a French SaaS that helps SMBs and VBEs manage sales, invoicing, marketing, and cash flow in one integrated, easy-to-use platform.

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