- First, you need to register in ApiX-Drive
- Choose what data to transfer from Platformly to Salesforce CRM
- Turn on auto-update
- Now the data will be automatically transferred from Platformly to Salesforce CRM
Integration Platformly + Salesforce CRM
Connect Platformly and Salesforce CRM via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Platformly and Salesforce CRM yourself, without programmers
Other available integrations
Platformly (250 available connectors)
Salesforce CRM (250 available connectors)
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Automation capabilities of
Platformly and Salesforce CRM
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Platformly to Salesforce CRM.
Transmit data at specified intervals from Platformly to Salesforce CRM.
Data source: Platformly, available actions:
- Get CONTACTS (new)
Data receiver: Salesforce CRM, available actions:
- Create ACCOUNT
- Create POSSIBILITY
- Create TASK
- Create ORDER
- Create COMPANY
- Create CONTACT
- Create LEAD
F.A.Q. on integration of Platformly and Salesforce CRM
How is integration of Platformly and Salesforce CRM carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Platformly with Salesforce CRM?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 276+ integrations beside Platformly and Salesforce CRM
Information about Platformly
Platformly is a marketing automation platform designed to simplify data collection, customer identification, and retention for online businesses. It enables the delivery of personalized content through appropriate channels at optimal times, improving campaign efficiency. The platform facilitates the creation of hyper-targeted marketing campaigns and bespoke offers based on actual customer data, helping maintain customer relationships before and after purchases. By combining marketing and sales functions into a single system, it supports better decision-making and the scaling of sales opportunities. Platformly tracks the entire customer journey from first contact to final conversion, aiming to enhance user interaction and increase sales. More
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
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