Summary
Learn how to enable the Plezzel API integration so buyer enquiries and digital marketing activity sync seamlessly into your CRM.
This article covers:
About the Plezzel integration
The integration between Plezzel and MRI Box and Dice enables automated syncing of buyer enquiries and digital marketing activity. This reduces manual admin and helps you maintain accurate, real-time customer data.
How the integration works
The Plezzel Platform connects with multiple digital channels and CRMs, sending enquiry data directly to your MRI Box and Dice account.
- Digital campaigns from Facebook, Instagram, Google, and more flow back into your CRM
- Buyer enquiries from marketing campaigns and portals are uploaded automatically
- Digital marketing order data triggers Plezzel’s automated campaign creation workflow
- Your CRM receives enriched lead information to support improved customer journeys
Enable the integration
To enable the integration:
- Go to: Settings > Integrations > Two-way Integrations
- Locate and click the Plezzel integration tile
- Click the Configure tab
- Select a default consultant
- Click Save
- Tick the checkbox next to each office you want to activate
A confirmation window will appear.
- Tick the checkbox acknowledging the data-sharing terms and conditions
- Tick the checkbox confirming that your subscription may attract additional fees
- Click I agree to continue
- Click Show token to view your token
- Click Copy to clipboard
- Provide this token to the Plezzel support team to complete the connection
Once enabled, Plezzel will automatically push buyer enquiries and digital marketing interactions into your CRM.
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