Apex27 + Platform.ly Integration

Integrate Apex27 to Platform.ly in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, update your contacts, alert your team, and trigger follow-ups automatically.

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1.
  • Apex27
    Viewing is created in Apex27 Instant
  • Apex27
    Contact is created in Apex27 Instant
  • Apex27
    Contact is Updated in Apex27 Instant
  • Apex27
    Contact is deleted in Apex27 Instant
  • Apex27
    Lead is updated in Apex27 Instant
  • Apex27
    Lead is deleted in Apex27 Instant
  • Apex27
    Listing is created in Apex27 Instant
  • Apex27
    Listing is updated in Apex27 Instant
  • Apex27
    Listing is deleted in Apex27 Instant
  • Apex27
    Offer is created in Apex27 Instant
  • Apex27
    Offer is updated in Apex27 Instant
  • Apex27
    Offer is Deleted in Apex27 Instant
  • Apex27
    Valuation is created in Apex27 Instant
  • Apex27
    Valuation is updated in Apex27 Instant
  • Apex27
    Lead is created in Apex27 Instant
  • Apex27
    Viewing is updated in Apex27 Instant
  • Apex27
    Viewing is deleted in Apex27 Instant
  • Apex27
    Task is created in Apex27 Instant
  • Apex27
    Task is updated in Apex27 Instant
  • Apex27
    Task is deleted in Apex27 Instant
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
Arrow Right
2.
  • Apex27
    Delete contact in Apex27
  • Apex27
    Create lead in Apex27
  • Apex27
    Delete lead in Apex27
  • Apex27
    Create task in Apex27
  • Apex27
    Update task in Apex27
  • Apex27
    Search task in Apex27
  • Apex27
    Delete task in Apex27
  • Apex27
    Create contact in Apex27
  • Apex27
    Update contact in Apex27
  • Apex27
    Search contact in Apex27
  • Apex27
    Create viewing in Apex27
  • Apex27
    Create listing in Apex27
  • Apex27
    Update listing in Apex27
  • Apex27
    Update viewing in Apex27
  • Apex27
    Search listing in Apex27
  • Apex27
    Search viewing in Apex27
  • Apex27
    Update lead in Apex27
  • Apex27
    Search lead in Apex27
  • Apex27
    Upload image for listing in Apex27
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for Apex27 + Platform.ly Integration

Capture leads, organise contacts, keep marketing lists updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Apex27 + Platform.ly Integration

Create Platform.ly contact for new Apex27 contact

If you're using Apex27 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 Apex27, 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.
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Platform.ly + Apex27 Integration

Create Apex27 contact for new Platform.ly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Apex27 contact and Platform.ly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Platform.ly + Apex27 Integration

Create Apex27 task for new Platform.ly contact

Apex27 and Platform.ly are two powerful cloud-based tools that can be used to improve business productivity. Using this Apex27 - Platform.ly integration, you can automatically create task in Apex27 whenever a new contact is created in Platform.ly.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your Apex27 + Platform.ly flow

Connect your email, calendar, and messaging tools to handle follow-ups, schedule meetings, and notify team members after your core data syncs. Pick a combination and activate it in one click.

Apex27
Platform.ly
+
Google CalendarGoogle Calendar (8)
+
TwilioTwilio (8)
+
GmailGmail (8)
+
MailchimpMailchimp (8)
+
TypeformTypeform (8)
+
SlackSlack (8)
A
P
G
Create a Platform.ly contact for every new Apex27 lead, and schedule a follow-up event in Google Calendar
New Apex27 leads instantly appear in Platform.ly as contacts while Google Calendar schedules the follow-up meeting, eliminating manual scheduling errors.
P
A
G
When a Platform.ly contact is created, create a task in Apex27 and schedule a review in Google Calendar
New Platform.ly contacts trigger a task in Apex27 and a review event in Google Calendar, keeping your agents aligned on incoming marketing prospects.
A
P
G
When a viewing is created in Apex27, update the Platform.ly contact and update the event in Google Calendar
Apex27 viewing updates instantly modify your Platform.ly contact records and adjust the corresponding Google Calendar schedule.
A
P
G
Create a task in Apex27 for every Google Calendar event change, and update the contact in Platform.ly
Calendar adjustments update your Platform.ly contact data and log a new task in Apex27, keeping operational records accurate.
A
P
G
If an Apex27 lead is high priority, create a Platform.ly contact and schedule a priority meeting in Google Calendar
High-priority Apex27 leads get added to Platform.ly immediately while Google Calendar blocks out an urgent consultation slot.
A
P
G
When an Apex27 viewing is cancelled, update the Platform.ly contact and cancel the Google Calendar event
Cancelled viewings automatically remove calendar holds and update contact records in Platform.ly to keep pipelines clean.
A
P
C
G
Use Claude to summarise every Apex27 viewing note, update the Platform.ly contact, and schedule a calendar follow-up
Claude summarises Apex27 viewing notes, Platform.ly stores the insights, and Google Calendar schedules the next review step.
A
P
G
S
Turn every new Apex27 offer into a Platform.ly contact, schedule the calendar review, and notify your team in Slack
New property offers create Platform.ly contacts, schedule calendar follow-ups, and alert your sales channel instantly in Slack.

Supported triggers and actions for Apex27 and Platform.ly

Mix and match to build the exact automation you need

Apex27
Apex27 Triggers & Actions
Instant
Viewing is created in Apex27
Triggers when a viewing is created
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Instant
Contact is created in Apex27
Triggers the automation when a new contact is created
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Instant
Contact is Updated in Apex27
Triggers when a contact is updated
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Instant
Contact is deleted in Apex27
Triggers when a contact is deleted
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Instant
Lead is updated in Apex27
Triggers when a lead is updated
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Instant
Lead is deleted in Apex27
Triggers when a lead is deleted
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Instant
Listing is created in Apex27
Triggers when a listing is created
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Instant
Listing is updated in Apex27
Triggers when a listing is updated
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Instant
Listing is deleted in Apex27
Triggers when a listing is deleted
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Instant
Offer is created in Apex27
Triggers when an offer is created
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Instant
Offer is updated in Apex27
Triggers when an offer is updated
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Instant
Offer is Deleted in Apex27
Triggers when an offer is deleted
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Instant
Valuation is created in Apex27
Triggers when a valuation is created
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Instant
Valuation is updated in Apex27
Triggers when a valuation is updated
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Instant
Lead is created in Apex27
Triggers when a lead is created
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Instant
Viewing is updated in Apex27
Triggers when a viewing is updated
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Instant
Viewing is deleted in Apex27
Triggers when a viewing is deleted
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Instant
Task is created in Apex27
Triggers when a task is created
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Instant
Task is updated in Apex27
Triggers when a task is updated
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Instant
Task is deleted in Apex27
Triggers when a task is deleted
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Delete contact in Apex27
Delete a contact
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Create lead in Apex27
Create a lead
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Delete lead in Apex27
Delete a lead
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Create task in Apex27
Create a task
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Update task in Apex27
Update a task
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Search task in Apex27
Search for a task
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Delete task in Apex27
Delete a task
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Create contact in Apex27
Adds a new contact to the database
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Update contact in Apex27
Updates contact information with new details
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Search contact in Apex27
Finds and retrieves contact information
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Create viewing in Apex27
Schedules a new viewing
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Create listing in Apex27
Creates a new listing
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Update listing in Apex27
Updates product information on the listing page
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Update viewing in Apex27
Updates a viewing
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Search listing in Apex27
Searches for a listing
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Search viewing in Apex27
Searches for a viewing
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Update lead in Apex27
Updates the lead information
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Search lead in Apex27
Retrieves information for a particular lead
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Upload image for listing in Apex27
Adds images to your listing
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Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
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Remove all segments from contact in Platform.ly
Removes all segments from a contact
Try it →

What can you automate with Apex27 + Platform.ly?

Synchronize your real estate data, streamline marketing campaigns, and trigger instant follow-ups across Apex27 and Platform.ly.

What you can automate?
🔄
Create Platform.ly contacts from new Apex27 leads automatically
Every new lead created in Apex27 instantly generates a corresponding contact record in Platform.ly, ensuring your marketing lists remain up to date without manual exporting.
📋
Map complete lead and property details into Platform.ly
Transfer comprehensive lead and property submission answers straight into separate Platform.ly fields instead of just names and email addresses.
🔔
Notify your team instantly when a viewing is booked
Trigger automated team notifications or tasks whenever a property viewing is created or updated in Apex27, keeping agents fully coordinated.
🔀
Route contacts based on property preference or budget
Set conditional rules that handle high-value offers, commercial listings, or residential inquiries differently across your marketing pipelines.
🔄
Update Platform.ly contacts whenever Apex27 details change
Keep your marketing database synchronized by updating existing Platform.ly contact records automatically whenever lead information is modified in Apex27.
🧩
Upsert contact records to prevent duplicate entries
Search existing database records before creating new entries, ensuring your Platform.ly account stays clean and free of duplicate contacts.
⏱️
Manage contact segments based on offer or viewing status
Automatically add tags, notes, or segments in Platform.ly when property offers, valuations, or viewings progress through different stages in Apex27.
🔗
Extend workflows to supporting messaging apps
Connect your core Apex27 and Platform.ly sync to Slack, Gmail, or Twilio to deliver automated notifications and client follow-ups seamlessly.
And much more...

Who is Apex27 + Platform.ly integration for?

Real estate brokers and agents managing properties and clients benefit by keeping marketing lists synchronized and follow-ups running without manual data entry.

Performance marketers
Performance marketers
Real estate agents
Real estate agents
Agency directors
Agency directors
Support and sales teams
Support and sales teams
Account managers
Account managers
Data administrators
Data administrators
📈
Performance marketers
You're running property campaigns in Apex27 but your marketing lists only update when someone manually exports leads, so the contact counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Platform.ly instantly and your marketing data stays current.
⏱️
Real estate agents
You're capturing property viewings in Apex27 but follow-up emails in Platform.ly go out too late because contact details are copied by hand, so prospective buyers lose interest — with this integration, every viewing creates a contact in Platform.ly instantly and your follow-up sequence starts right away.
📋
Agency directors
You're overseeing property listings in Apex27 while clients ask for campaign updates, but engagement metrics are scattered across tools, so progress reports take hours to compile — with this integration, listing data flows into Platform.ly automatically and your client reporting becomes effortless.
📞
Support and sales teams
You're handling high volumes of property enquiries in Apex27, but manual data entry causes missed contact records and delayed responses, so leads slip through the cracks — with this integration, high-volume enquiries create Platform.ly contacts instantly and your team never misses a follow-up.
🤝
Account managers
You're managing ongoing client communications in Platform.ly, but depend on agents updating Apex27 manually to know when offers change, so your outreach is often out of sync — with this integration, offer updates flow directly into Platform.ly and your client messaging matches their current pipeline stage.
🗂️
Data administrators
You're maintaining property databases in Apex27, but manual syncs leave gaps in your marketing history, so customer segments are never fully accurate — with this integration, every client record stays synchronized across both platforms and your data history remains complete.
Our team

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Why choose Integrately to automate Apex27 + Platform.ly

Build and manage your Apex27 + Platform.ly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Apex27 + Platform.ly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Apex27 to Platform.ly?
Frequently Asked Questions
You can connect Apex27 to Platform.ly instantly using 1-click workflows or build custom automation sequences with Integrately AI. Simply select your pre-built template, connect your accounts, and sync data seamlessly across Google Calendar, Slack, and 1,500+ other apps.
Can I automatically sync Apex27 leads to Platform.ly contacts?
Frequently Asked Questions
Can I connect Apex27, Platform.ly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apex27 and Platform.ly?
Frequently Asked Questions
How are new contacts handled when a lead is created in Apex27?
Frequently Asked Questions
Can Platform.ly tags be updated from Apex27 activities?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Apex27 and Platform.ly integration free?
Frequently Asked Questions
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You Can Also Connect Apex27 or Platform.ly With 1500+ Other Apps

Apex27
Popular Apex27 Integrations
Connect Apex27 to CRMs, property portals, and communication tools to manage your real estate operations.
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Platform.ly
Popular Platform.ly Integrations
Sync Platform.ly with email tools, analytics platforms, and productivity apps to power your marketing stack.