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

Edited Contact
Triggers when a contact is edited.
Trigger
Instant
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Message Incoming
Triggers when a visitor sends a message.
Trigger
Instant
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New Conversation
Triggers when a new conversation is created.
Trigger
Instant
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Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
Trigger
Instant
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- 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
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- Contact StatusRequired
- All Contacts
Trigger
Scheduled
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- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
Action
Write

Message Sent
Triggers when an operator sends a message
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Conversation Custom Data Updated
Triggers when custom data is added or removed in a conversation.
Trigger
Instant
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Conversation Status Change
Triggers when a conversation is (un)resolved.
Trigger
Instant
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- 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