Crisp + Plezi

Create and update Plezi contacts when new Crisp contacts are added

Effortlessly manage your contacts between Crisp and Plezi with this workflow. When a new contact is added in Crisp, this automation creates or updates the contact in Plezi, ensuring your contact information stays up-to-date and organized across both platforms. Save time, reduce errors, and keep your contact list consistent with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or updates a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

Edited Contact
Triggers when a contact is edited.
Trigger
Instant
Try It
Message Incoming
Triggers when a visitor sends a message.
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is created.
Trigger
Instant
Try It
Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
Trigger
Instant
Try It
- Conversation ID (session_id)Required
- SegmentsRequired
Action
Write

- User EmailRequired
- User NameRequired
- User MessageRequired
Action
Write
- Conversation ID (session_id)Required
- Note message contentRequired
Action
Write

- Conversation ID (session_id)Required
- StateRequired
Action
Write
- EmailRequired
Action
Search
- Attribute
Trigger
Scheduled
Try It
- Contact StatusRequired
- All Contacts
Trigger
Scheduled
Try It
- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
Action
Write

Message Sent
Triggers when an operator sends a message
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Conversation Custom Data Updated
Triggers when custom data is added or removed in a conversation.
Trigger
Instant
Try It
Conversation Status Change
Triggers when a conversation is (un)resolved.
Trigger
Instant
Try It
- EmailRequired
- NameRequired
- Phone Number
- Address
- Website
- Company
- Position
- Segments
- Notepad
- Custom Data
Action
Write
- EmailRequired
- Event nameRequired
Action
Write
- Conversation ID (session_id)Required
- Message contentRequired
Action
Write
- QueryRequired
Action
Search
- ContentRequired
Trigger
Scheduled
Try It
- Score ThresholdRequired
- Attribute Value Format
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Option: Keep multiple select values
- Initial Source
- Source
Action
Write

About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform

Learn more Help

Related categories

Customer Support

About Plezi

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Crisp + Plezi

Create and update Plezi contacts when new Crisp contacts are added

Edited Contact

Message Incoming

New Conversation

Conversation Segments Updated

Add Segments to Conversation

Create Conversation

Send Note Message

Change Conversation State

Search for a Profile

Contact Changed

Attribute

Contact Status Changed

All Contacts

Add Event to Contact

Message Sent

New Contact

Conversation Custom Data Updated

Conversation Status Change

Create/Update Contact

Phone Number

Address

Website

Company

Position

Segments

Notepad

Custom Data

Add a User Event

Send Text Message

Search for Conversation

Contacts by Content Downloaded

Contact Score Changed

Attribute Value Format

New Contact

Create or Update Contact

Option: Keep multiple select values

Initial Source

Source

About Crisp

Related categories

About Plezi

Related categories

Similar apps

Zapier Interfaces