PipelineCRM + Platform.ly Integration

Connect PipelineCRM to Platform.ly in 1 click

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1.
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM 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 PipelineCRM + Platform.ly Integration

Just click on the workflow you want to automate

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

Create PipelineDeals person 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 PipelineDeals person 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 + PipelineCRM Integration

Create PipelineDeals deal for new Platform.ly contact

This automation makes it easy to create new deals in PipelineDeals when a new contact is created in Platform.ly. Just connect your accounts, and every time a new contact is created in Platform.ly, a new deal will automatically be created in PipelineDeals.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Platform.ly + PipelineCRM Integration

Create PipelineDeals task for new Platform.ly contact

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

Create Platform.ly contact for new PipelineDeals person

If you're using PipelineDeals 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 person is created in PipelineDeals, 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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Automations

Top 10 Most Popular PipelineCRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
PipelineCRM logo
Create PipelineDeals person for new Elementor Forms form submission
Webflow (Legacy) logo
PipelineCRM logo
Create PipelineDeals person for new Webflow form submission
Simvoly logo
PipelineCRM logo
Create PipelineDeals person for new Simvoly form submission
WPForms logo
PipelineCRM logo
Create PipelineDeals person for new WPForms form submission
Mautic logo
PipelineCRM logo
Create PipelineDeals person for new Mautic form submission
Elementor Forms logo
PipelineCRM logo
Create PipelineDeals person for new Elementor Forms form submission
Webflow (Legacy) logo
PipelineCRM logo
Create PipelineDeals person for new Webflow form submission
Simvoly logo
PipelineCRM logo
Create PipelineDeals person for new Simvoly form submission
WPForms logo
PipelineCRM logo
Create PipelineDeals person for new WPForms form submission
Mautic logo
PipelineCRM logo
Create PipelineDeals person for new Mautic form submission
HappyForms logo
PipelineCRM logo
Create PipelineDeals person for new HappyForms form submission
Elite Funnels logo
PipelineCRM logo
Create PipelineDeals person for new Elite Funnels form submission
Marquiz logo
PipelineCRM logo
Create PipelineDeals person for new Marquiz lead
Bit Form logo
PipelineCRM logo
Create PipelineDeals person for new Bit Form response
FormKeep logo
PipelineCRM logo
Create PipelineDeals person for new FormKeep submission
HappyForms logo
PipelineCRM logo
Create PipelineDeals person for new HappyForms form submission
Elite Funnels logo
PipelineCRM logo
Create PipelineDeals person for new Elite Funnels form submission
Marquiz logo
PipelineCRM logo
Create PipelineDeals person for new Marquiz lead
Bit Form logo
PipelineCRM logo
Create PipelineDeals person for new Bit Form response
FormKeep logo
PipelineCRM logo
Create PipelineDeals person for new FormKeep submission

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
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How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect PipelineCRM or Platform.ly With 1400+ Other Apps

PipelineCRM
PipelineCRM
PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
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.