Are you a Plezi Plus and Star user and want to connect your Plezi account to Zapier to automate your marketing tasks? Zapier is an automation platform that allows you to connect different applications together.
Prerequisites
You have a Zapier account.
You only want to connect Plezi to Zapier
Step 1: Find the invitation link
In order to link Plezi to Zapier:
- RDV settings (1) > technical configuration (2) > API > Add API key (3)
- Copy your two keys and paste them in a note
- Click on Zapier > Close
👉🏽 You will find a Zapier hyperlink (4), press on it and then on the new homepage locate and click on the short text "Accept invitation and create a zap".
Once on your Zapier interface, click on Create Zap.
Step 2: Define the direction of your Zap
When you create a new zap, you always arrive at the same modular interface. The screen is divided into two parts, allowing you to have an overview on the left, and more detailed on the right.
First, you have to define your TRIGGER, that is, the triggering element, and then the ACTIONS you want to see performed.
A-Used as a TRIGGER, Plezi will allow you to transmit the following information:
(Plezi to an external tool)
The creation of a contact
The update of a contact, which occurs when the information of an existing contact is modified
MQL event, which occurs when a contact reaches the MQL threshold.
Select the version below of Plezi on the trigger interface
B-The use of Plezi as an ACTION enables you to:
Create a contact
Update a contact, which happens when the information of an existing contact is updated.
Once on your Zapier interface, proceed to authenticate your Plezi account; to do so
- GO to the Account section of your Trigger; then click on New Account.
- In the pop-up that appears, paste your two Zapier API keys.
If you don't have the keys anymore, don't panic, go to the API section > generate key.
What's next?
Tips and Tricks
- On Plezi Plus, Zapier is currently in private version, which means that an invitation link is required to access it when creating your Zap.
- In order to get the most out of zapier, we advise you to test it before launching your Zap.