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Plezi + Sellsy

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.

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.

  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!
    SellsySellsy
    Create Opportunity

    Triggers when a new opportunity is created.

    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
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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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sellsy logo
sellsy logo

About Sellsy

Sellsy is a single tool that tracks all your customer cycles.

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