Integration Platformly + Smartsheet

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

The Smartsheet Cloud Platform provides a set of collaboration, optimization, and task control tools. Users are offered a catalog of files, folders and team chats, and spreadsheets are the main element of the service. They can be created from scratch or based on various templates (for product launches, sales coordination, project planning, etc.). Smartsheet also allows you to import spreadsheets from other formats: Excel, Google, Microsoft Project, even in its interface there are cards for managing tasks and tracking their progress. More