Platformly
 | Platformly is a marketing automation and CRM tool that helps users manage leads, automate campaigns, and track analytics. Integrating Platformly with Make.com enables users to automate contact management, campaign triggers, and real-time reporting across their marketing workflows. |
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This is AI-generated content based on official Platformly documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Platformly directly.
Requirements
To use the Platformly app in Make, you must have an active Platformly account and an API key, create your account on Platformly. For subscription, refer to the Platformly pricing page.
Connect Platformly and Make
To get started, you must first create a connection between Platformly and Make, allowing the two services to communicate.
Obtain your API Key in your Platformly account
Create the connection in Make.
Obtain your API Key in your Platformly account
Before you create the connection in Make, you should first obtain your API Key in your Platformly account.
To obtain your API Key :
Hover over your name at the top right of your account.
Click on the API Docs & Keys section.
Click the blue plus button at the top right.
Enter a name for your API key and add any required IP restrictions.
Click the Submit button.
Copy the API key displayed in the modal.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Platformly module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Platformly account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Platformly modules
After connecting to the Platformly app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Platformly resources
You can have access to more resources related to this app on the following links