EspoCRM + Platform.ly Integration

Connect EspoCRM to Platform.ly in 1 click

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1.
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM 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
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2.

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Ready Workflows Ready Workflows   for EspoCRM + Platform.ly Integration

Just click on the workflow you want to automate

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

Create Platform.ly contact for new EspoCRM contact

If you're using EspoCRM 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 EspoCRM, 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 + EspoCRM Integration

Create EspoCRM 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 EspoCRM 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 + EspoCRM Integration

Create EspoCRM task for new Platform.ly contact

EspoCRM and Platform.ly are two powerful cloud-based tools that can be used to improve business productivity. Using this EspoCRM - Platform.ly integration, you can automatically create task in EspoCRM 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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Automations

Top 10 Most Popular EspoCRM Automations from
Integrately Community

Just click on the workflow you want to automate

EspoCRM logo
WordPress logo
Create WordPress user for new EspoCRM contact
Activate
Google Sheets logo
EspoCRM logo
Create EspoCRM contact for new Google Sheets row
Activate
EspoCRM logo
Microsoft Excel logo
Create Microsoft Excel row for new EspoCRM contact
Activate
EspoCRM logo
Zoom logo
Create Zoom webinar registrant for new EspoCRM contact
Activate
EspoCRM logo
Google Calendar logo
Create Google Calendar event for new EspoCRM task
Activate
EspoCRM logo
WordPress logo
Create WordPress user for new EspoCRM contact
Activate
Google Sheets logo
EspoCRM logo
Create EspoCRM contact for new Google Sheets row
Activate
EspoCRM logo
Microsoft Excel logo
Create Microsoft Excel row for new EspoCRM contact
Activate
EspoCRM logo
Zoom logo
Create Zoom webinar registrant for new EspoCRM contact
Activate
EspoCRM logo
Google Calendar logo
Create Google Calendar event for new EspoCRM task
Activate
PostgreSQL logo
EspoCRM logo
Create EspoCRM contact for new PostgreSQL row
Shoplazza logo
EspoCRM logo
Create EspoCRM contact from new Shoplazza customer
EspoCRM logo
PostgreSQL logo
Create PostgreSQL row for new EspoCRM contact
EspoCRM logo
SmartSuite logo
Create SmartSuite row for new EspoCRM contact
EspoCRM logo
VivifyScrum logo
Create VivifyScrum item for new EspoCRM task
PostgreSQL logo
EspoCRM logo
Create EspoCRM contact for new PostgreSQL row
Shoplazza logo
EspoCRM logo
Create EspoCRM contact from new Shoplazza customer
EspoCRM logo
PostgreSQL logo
Create PostgreSQL row for new EspoCRM contact
EspoCRM logo
SmartSuite logo
Create SmartSuite row for new EspoCRM contact
EspoCRM logo
VivifyScrum logo
Create VivifyScrum item for new EspoCRM task

Top 10 Most Popular Platform.ly Automations from
Integrately Community

Most popularmost-popular-automations
01
Quriobot logo
Platform.ly logo
Create Platform.ly contact for new Quriobot response
02
Swipe Pages logo
Platform.ly logo
Create Platform.ly contact for new Swipe Pages response
03
SendFox logo
Platform.ly logo
Create Platform.ly contact for new SendFox contact
04
Elementor Forms logo
Platform.ly logo
Create Platform.ly contact for new Elementor Forms form submission
05
Webflow (Legacy) logo
Platform.ly logo
Create Platform.ly contact for new Webflow form submission
cloud
Platform.ly
app integration
06
Simvoly logo
Platform.ly logo
Create Platform.ly contact for new Simvoly form submission
07
WPForms logo
Platform.ly logo
Create Platform.ly contact for new WPForms form submission
08
Mautic logo
Platform.ly logo
Create Platform.ly contact for new Mautic form submission
09
Ontraport logo
Platform.ly logo
Create Platform.ly contact for new Ontraport response
10
Survey Monkey logo
Platform.ly logo
Create Platform.ly contact for new Survey Monkey survey response
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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EspoCRM
EspoCRM
EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.
Platform.ly
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.