Update Platform.ly contact from new Agile CRM contact
Agile CRM + Platform.ly Integration
Agile CRM + Platform.ly Integration
Connect Agile CRM to Platform.ly in 1 click
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Contact is created in Agile CRM- Tag is added to contact in Agile CRM
- Deal is created in Agile CRM
- Deal milestone is changed in Agile CRM
- Task is created in Agile CRM
- Event is created in Agile CRM
- Case is created in Agile CRM
Contact is created in Platform.ly- Tag is created in Platform.ly
- Custom field is created in Platform.ly
- Segment is created in Platform.ly
2.
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Most popular automations
Create Platform.ly contact for new Agile CRM contact
If you're using Agile CRM to manage your sales leads, it's important to also use Platform.ly to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding contact will automatically be created in Platform.ly.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding contact will automatically be created in Platform.ly.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
When Contact is created in Agile CRM > Check condition > Create Contact in Platform.ly
Agile CRM + Platform.ly Integration
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Top 10 Most Popular Agile CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Send SendGrid email for new Agile CRM contact
Create Notion database item for new Agile CRM contact
Create Google Sheets row for new Agile CRM deal
Send WhatsApp message for new Agile CRM deal
Send SMTP email for new Agile CRM task
Send SendGrid email for new Agile CRM contact
Create Notion database item for new Agile CRM contact
Create Google Sheets row for new Agile CRM deal
Send WhatsApp message for new Agile CRM deal
Send SMTP email for new Agile CRM task
Create CompanyHub contact for new Agile CRM contact
Create ClickUp task for new Agile CRM contact
Send RingCentral message for new Agile CRM contact
Send TextMagic message for new Agile CRM contact
Send Plivo message for new Agile CRM contact
Create CompanyHub contact for new Agile CRM contact
Create ClickUp task for new Agile CRM contact
Send RingCentral message for new Agile CRM contact
Send TextMagic message for new Agile CRM contact
Send Plivo message for new Agile CRM contact
Top 10 Most Popular Platform.ly Automations from
Integrately Community
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Create Platform.ly contact for new WPForms form submission
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Create Platform.ly contact for new Survey Monkey survey response
Most popular
01
Create Platform.ly contact for new Quriobot response
02
Create Platform.ly contact for new Swipe Pages response
03
Create Platform.ly contact for new SendFox contact
04
Create Platform.ly contact for new Elementor Forms form submission
05
Create Platform.ly contact for new Webflow form submission
06
Create Platform.ly contact for new Simvoly form submission
07
Create Platform.ly contact for new WPForms form submission
08
Create Platform.ly contact for new Mautic form submission
09
Create Platform.ly contact for new Ontraport response
10
Create Platform.ly contact for new Survey Monkey survey response
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Want to automate something else in your workflow?
You Can Also Connect Agile CRM or Platform.ly With 1400+ Other Apps
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Platform.ly
Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.
