--- title: Platformly slug: platformly description: How to integrate Platformly with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_platformly.png createdAt: 2025-02-03T13:29:06.383Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/platformly.png" alt="Platformly logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](https://www.platformly.com/contact-us) 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](https://www.platform.ly/). For subscription, refer to the [Platformly pricing page](https://www.platform.ly/). # Connect Platformly and Make To get started, you must first create a connection between Platformly and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Platformly account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Hover over your name at the top right of your account. ::: :::WorkflowBlockItem Click on the** API Docs & Keys section**. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/platformly_API_Key) ::: :::WorkflowBlockItem Click the blue plus button at the top right. ::: :::WorkflowBlockItem Enter a name for your API key and add any required IP restrictions. ::: :::WorkflowBlockItem Click the** Submit** button. ::: :::WorkflowBlockItem 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.](https://help.platform.ly/en/article/where-to-locate-my-platformly-api-key-15oewgf/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Platformly module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Platformly modules After connecting to the Platformly app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add a Contact Creates a new contact record in your selected application. ::: :::ExpandableHeading ### Add a Note Adds a note to a specific contact's record. ::: :::ExpandableHeading ### Add a Tag Adds a specified tag to an item or record. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information for a specific contact using the provided Contact ID. ::: :::ExpandableHeading ### List contacts Retrieves a list of all contacts in your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Remove All Tags Removes every existing tag assigned to a specific contact. ::: :::ExpandableHeading ### Remove a Tag Removes a specified tag from a selected contact. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing contact. ::: :::ExpandableHeading ### Watch Contacts Retrieves contacts that have been newly created or recently updated. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Platformly topics on Make community](https://community.make.com/search?q=Platformly) - [Platformly website](https://www.platform.ly/) - [Platformly API documentation](https://api-docs.io/preview/JassnE9G2TWjwXZP6/introduction?apiKey=XjGxvJgPbZybwm26u) - [Platformly page on make](https://www.make.com/en/integrations/platformly) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::