Plezi + Skalin

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 Changed
Trigger when a new customer stage changed.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or updates a contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Contact tagRequired
Trigger
Instant
Try It
- Contact tagRequired
- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- Touch typeRequired
- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
CSM Owner Changed
Trigger when a CSM Owner changed.
Trigger
Instant
Try It

- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
- EventRequired
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 IDRequired
- Agreement typeRequired
- Agreement plan
- Agreement start dateRequired
- Agreement autoRenew
- Agreement engagementRequired
- Agreement engagement periodRequired
- Agreement noticeRequired
- Agreement engagement periodRequired
- Agreement mrr
- Agreement fee
Action
Write
- Customer domain or IDRequired
- Agreement typeRequired
- Agreement plan
- Agreement start dateRequired
- Agreement autoRenew
- Agreement engagementRequired
- Agreement engagement periodRequired
- Agreement noticeRequired
- Agreement engagement periodRequired
- Agreement mrr
- Agreement fee
Action
Write
- Customer ID
- Customer NameRequired
- Customer domainRequired
- Customer description
- Customer stage
- Customer CsmScore
- Csm owner email
- List of commat separed tags
- Interaction goal
- Customer heatlhscore profile
Action
Write
- Email ts
- Interation IDRequired
- Customer domain or IDRequired
- 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 IDRequired
- Customer domain or IDRequired
- 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 StatusRequired
- All Contacts
Trigger
Polling
Try It
- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
Action
Write

- Contact tagRequired
- Touch typeRequired
- Trigger delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
- Contact tagRequired
Trigger
Instant
Try It
Customer Became Ghost
Trigger when a new customer became ghost.
Trigger
Instant
Try It
- Trigger delayRequired
- Trigger delay periodRequired
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 delayRequired
- Trigger delay periodRequired
Trigger
Instant
Try It
New Task Project
Trigger when a new task project is added.
Trigger
Instant
Try It
- Customer domain or IDRequired
- Agreement typeRequired
- Agreement plan
- Agreement start dateRequired
- Agreement autoRenew
- Agreement engagementRequired
- Agreement engagement periodRequired
- Agreement noticeRequired
- Agreement engagement periodRequired
- Agreement mrr
- Agreement fee
Action
Write
- Contact ID
- Contact emailRequired
- Customer domain or IDRequired
- 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 IDRequired
- Customer domain or IDRequired
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
Action
Write
- Meet ts
- Interation IDRequired
- Customer domain or IDRequired
- 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 typeRequired
- Task status
- Task titleRequired
- Task description
- Task due date
- Task priority
- Task reminder
- Task recurring
- Task recurring period
- Task owner ID
Action
Write
- ContentRequired
Trigger
Polling
Try It
- Score ThresholdRequired
- 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.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Skalin

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

Related categories

Sales & CRM

Plezi + Skalin

Manage and update Plezi contacts when Skalin customer stages change

New Contact

Contact No Usage

New Customer

Customer No Touch

CSM Owner Changed

Customer Renewal Coming

Healthscore Changed

New Task

Task Project Completed

Create New Agreement

Update Last Agreement

Create / Update a Customer

Create Interaction Email

Create Interaction Note

Create New Task Project From Template

Contact Changed

Contact Status Changed

Add Event to Contact

Contact No Touch

Contact NPS Changed

Customer Became Ghost

Customer No Usage

Customer CSM Pulse Changed

Customer Stage Changed

Task Completed

Task Duedate Coming

New Task Project

Update Current Agreement

Create / Update a Contact

Create Interaction Call

Create Interaction Meet

Create New Task

Contacts by Content Downloaded

Contact Score Changed

New Contact

Create or Update Contact

About Plezi

Related categories

Similar apps

Zapier Interfaces

About Skalin

Related categories