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Zapier: Assigning contacts to workspaces based on language value

Select the right workspace for your contacts in Plezi, straight from Zapier

Naissa Dioumessy avatar
Written by Naissa Dioumessy
Updated over 2 months ago

You’re using Zapier to connect your tools to Plezi Star and have several workspaces set up (French, English, etc.)?

Good news: you can now automatically send your contacts to the right workspace based on their language.

A simple automation that helps you save time and ensures a better organization of your contacts.


🔧 Prerequisites

Here’s what you need to get started:

  • A Plezi Star account with multiple workspaces set up (e.g. French, English…)

  • You’ve already reviewed this guide on connecting Plezi to Zapier for the first time

  • You’re using Plezi as an Action in Zapier to create or update contacts


What to know about field mapping in Zapier

The “Spaces” field

When mapping fields in Zapier, the “Spaces” field allows you to define which workspace the contact should be created in within Plezi.

  • This field is a dropdown list showing all available workspaces from your Plezi account.

⚠️ Only one workspace can be selected per Zap.


🏷️ Workspace naming

The names you gave your workspaces in Plezi are exactly what you’ll see in Zapier.

For example:

  • You have a workspace called Français for French-speaking contacts

  • And a workspace called English for English-speaking contacts


🚀 Setting it up in Zapier – Key steps

Go to your Zapier account

  • Choose your Trigger

  • For the Action, select Plezi (Plus & Star)

  • Choose the “Create/Update Contact” event

In the configuration section:

  • Locate the Spaces field

  • Select the right workspace based on your contact’s language


💡 Good to know

If no workspace is selected, Plezi will create the contact in your default workspace, which is the first one created on your account.

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