Platform.ly and Salesflare
How to connect Platform.ly
- Via Zapier — 9 operations available. Set it up ↗
- Via Make — 10 modules available. Set it up ↗
What you can automate
- When new Contact in Platform.ly, find or create contact in Salesflare.
About Platform.ly
Platformly is your marketing automation platform that empowers you to engage your audience at every step of their journey.
Platform.ly operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Contact — Triggers when a new contact is created.
- New Custom Field — Triggers when a new custom field is created.
- New Segment — Triggers when a new segment is created.
- New Tag — Triggers when a new tag is created.
Actions (5)
Things Salesflare can make it do
- Add Segment to Contact — Add segment to contact.
- Add Tag to Contact — Add tag to contact.
- Create Contact — Creates a new contact.
- Remove Segment From Contact — Remove Segment from Contact.
- Update Contact — Updates contact info.
Platform.ly operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Contacts — Returns new and updated contacts.
Actions (7)
Things Salesflare can make it do
- Add a Contact — Creates a new contact.
- Add a Note — Adds a note to contact.
- Add a Tag — Adds a tag
- Make an API Call — Performs an arbitrary authorized API call.
- Remove All Tags — Removes all tags from a contact.
Show 2 more actions
- Remove a Tag — Removes a tag from contact.
- Update a Contact — Updates contact.
Searches (2)
Look up existing records
- Get a Contact — Returns a contact by Contact ID.
- List contacts — Lists contacts.
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