Plezi + Skalin

Plezi + Skalin integrations

Manage and update Plezi contacts when Skalin customer stages change

Keep your Plezi contact lists up to date with this Skalin to Plezi workflow. Whenever a customer stage is adjusted in Skalin, all relevant information will be promptly reflected in Plezi, allowing you to create or update a contact as needed. This seamless coordination saves you time while ensuring that your contact management remains precise, up-to-date, and free of inconsistencies.

When this happens...
Customer Stage ChangedTrigger when a new customer stage changed.
TriggerInstant
automatically do this!
Create or Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with Skalin and Plezi

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

- Contact tag
  Required
Trigger
Instant
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- Contact tag
  Required
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
New Customer
Trigger when a new customer is added.
Trigger
Instant
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- Touch type
  Required
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
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CSM Owner Changed
Trigger when a CSM Owner changed.
Trigger
Instant
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- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Trigger when a new task is added.
Trigger
Instant
Try It
Task Project Completed
Trigger when all task project's tasks are marked has completed.
Trigger
Instant
Try It
- Customer domain or ID
  Required
- Agreement type
  Required
- Agreement plan
- Agreement start date
  Required
- Agreement autoRenew
- Agreement engagement
  Required
- Agreement engagement period
  Required
- Agreement notice
  Required
- Agreement engagement period
  Required
- Agreement mrr
- Agreement fee
Action
Write
- Customer domain or ID
  Required
- Agreement type
  Required
- Agreement plan
- Agreement start date
  Required
- Agreement autoRenew
- Agreement engagement
  Required
- Agreement engagement period
  Required
- Agreement notice
  Required
- Agreement engagement period
  Required
- Agreement mrr
- Agreement fee
Action
Write
- Customer ID
- Customer Name
  Required
- Customer domain
  Required
- Customer description
- Customer stage
- Customer CsmScore
- Csm owner email
- List of commat separed tags
- Interaction goal
- Customer heatlhscore profile
Action
Write
- Email ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Subject
- Html body
- From email
- Commat separed list of emails targeted by email
- Commat separed list of cc emails targeted by email
- Commat separed list of bcc emails targeted by email
- Score
- Source identifier
Action
Write
- Note ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
Action
Write
Create New Task Project From Template
Create a new task project from template.
Action
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

- Contact tag
  Required
- Touch type
  Required
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
- Contact tag
  Required
Trigger
Instant
Try It
Customer Became Ghost
Trigger when a new customer became ghost.
Trigger
Instant
Try It
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
Customer CSM Pulse Changed
Trigger when a customer CSM Pulse changed.
Trigger
Instant
Try It
Customer Stage Changed
Trigger when a new customer stage changed.
Trigger
Instant
Try It
Task Completed
Trigger when a task is marked as completed.
Trigger
Instant
Try It
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
New Task Project
Trigger when a new task project is added.
Trigger
Instant
Try It
- Customer domain or ID
  Required
- Agreement type
  Required
- Agreement plan
- Agreement start date
  Required
- Agreement autoRenew
- Agreement engagement
  Required
- Agreement engagement period
  Required
- Agreement notice
  Required
- Agreement engagement period
  Required
- Agreement mrr
- Agreement fee
Action
Write
- Contact ID
- Contact email
  Required
- Customer domain or ID
  Required
- Contact description
- Phone
- List of commat separed contact's additional emails
- List of commat separed tags
- Firstname
- Lastname
- Contact role
- Contact job title
Action
Write
- Call ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
Action
Write
- Meet ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Metting subject
- Metting description
- Organizer email
- Commat separed list of attendees emails
- Score
- Source identifier
Action
Write
- Customer domain or ID
- Skalin customer ID
- Task type
  Required
- Task status
- Task title
  Required
- Task description
- Task due date
- Task priority
- Task reminder
- Task recurring
- Task recurring period
- Task owner ID
Action
Write
- 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

About Plezi

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

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About Skalin

Skalin is a Customer Success platform for Startups who want to scale faster.

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Related categories

Sales & CRM