InfluencerSoft + Platform.ly Integration

When a new InfluencerSoft order is placed, it's important to create a Platform.ly contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Platform.ly contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Platform.ly contact for every InfluencerSoft order, you can maximize your chances of success with each customer.

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new InfluencerSoft customer 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.

When Moneyback is requested in InfluencerSoft then Create Contact in Platformly

When Contact is created in Platformly then Add Lead To Group in InfluencerSoft and Add Lead To Group in InfluencerSoft

When Contact is created in Platformly then Add Lead To Group in InfluencerSoft and Create Contact in Platformly

When Contact is created in Platformly then Create Contact in Platformly and Add Lead To Group in InfluencerSoft

When Signature request is declined in HelloSign then Create Contact in Platformly and Add Lead To Group in InfluencerSoft

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Platform.ly contact and InfluencerSoft customer 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.