Marketing

Platformly

7min

With the Platformly app in , you can manage the contacts and tags in your Platformly account.

Requirements

To use the Platformly app in , you must have a Platformly account.

Connect Platformly and

To get started, you must first create a connection between Platformly and , allowing the two services to communicate.

To create the connection, you need to:

Obtain your API key in Platformly

Before you create the connection in , you should first obtain an API key in your Platformly account.

To obtain the API key:

1

Log in to your Platformly account.

2

Open the API Docs & Keys settings.

3

Enter a name for the API key.

4

Copy the API key value and store it in a safe place.

You'll use this value in the API key connection field in .

Create the connection in

Once you have your Platformly API key, you're ready to create the connection in .

To create the connection:

1

Log in to your account, add a Platformly module to your , and click Create a connection.

2

Optional: In the ​​Connection name​​ field, enter a name for the connection.

3

In the API Key field, enter the API key copied from your Platformly account.

4

Click Save.

5

If prompted, authenticate your account and confirm access.

You've successfully created the connection and can now use the Platformly app in your . If you want to make changes to your connection in the future, follow the steps here.

Platformly modules

Platformly resources