Join It + Platform.ly Integration

Connect Join It to Platform.ly in 1 click

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Popular Join It + Platform.ly Workflows

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Join It + Platform.ly Integration

Create Platform.ly contact for new Join It memberships

If you're using Join It 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 memberships is created in Join It, 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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Join It + Platform.ly Integration
1.
  • Join It
    Membership is created in Join It Instant
  • Join It
    Membership is updated in Join It Instant
  • Join It
    Payment is created in Join It Instant
  • Join It
    Membership is renewed in Join It Instant
  • Join It
    Membership goes into inactive status in Join It 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
2.
  • 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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