Plezi integration with Salesforce
How to Add leads in Salesforce when contact scores reach a certain points level in Plezi
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add leads in Salesforce when contact scores reach a certain points level in Plezi" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Plezi integrations
Plezi actions
Nekton can use any feature that is available in Plezi API.
Using our advanced AI, you can easily create custom automations for Plezi.
Here are some typical actions you can do in your automated workflows.
Create or Update Contact
Creates or updates a contact.
Add Event to Contact
Adds event to contact.
Contacts by Content Downloaded
Triggers when a content is downloaded.
Contact Score Changed
Triggers when the score of a contact is changed above a specific value.
New Contact
Triggers when a new contact is created.
Contact Changed
Triggers when an existing contact is changed.
About Plezi
Plezi helps fast growing B2B companies to generate more leads thanks to their content.