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Cardly Integrations

Marketing Automation

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Integrate Webhooks by Zapier with Cardly

Webhooks by Zapier

Developer Tools, Zapier
Integrate Mailparser with Cardly

Mailparser

Email
Integrate WooCommerce with Cardly

WooCommerce

eCommerce, WordPress
Integrate Google Sheets with Cardly

Google Sheets

Google, Spreadsheets
Integrate HubSpot with Cardly

HubSpot

Marketing Automation
Integrate Follow Up Boss with Cardly

Follow Up Boss

CRM (Customer Relationship Management)
Integrate ServiceM8 with Cardly

ServiceM8

Scheduling & Booking
Integrate Rally with Cardly

Rally

CRM (Customer Relationship Management)
Integrate Airtable with Cardly

Airtable

Databases
Integrate Webhooks by Zapier with Cardly

Webhooks by Zapier

Developer Tools, Zapier
Integrate Mailparser with Cardly

Mailparser

Email
Integrate WooCommerce with Cardly

WooCommerce

eCommerce, WordPress
Integrate Google Sheets with Cardly

Google Sheets

Google, Spreadsheets
Integrate HubSpot with Cardly

HubSpot

Marketing Automation
Integrate Follow Up Boss with Cardly

Follow Up Boss

CRM (Customer Relationship Management)
Integrate Webhooks by Zapier with Cardly

Webhooks by Zapier

Developer Tools, Zapier
Integrate Mailparser with Cardly

Mailparser

Email
Integrate WooCommerce with Cardly

WooCommerce

eCommerce, WordPress

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Quickly automate Cardly integrations with Zapier's templates

  • Send cards with Cardly when new contacts are tagged in BrokerEngine

    • BrokerEngine logo
    • Cardly logo
    BrokerEngine + Cardly
    More details
    1. When this happens

      Step 1: Contact Tagged

    2. Then do this

      Step 2: Send a Card

    Send cards with Cardly when new contacts are tagged in BrokerEngine

    Send cards with Cardly when new contacts are tagged in BrokerEngine
    • BrokerEngine logo
    • Cardly logo
    BrokerEngine + Cardly
  • Send cards in Cardly to new HubSpot contacts

    • HubSpot logo
    • Filter by Zapier logo
    • Cardly logo
    HubSpot + Filter by Zapier + Cardly
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Send a Card

  • Add new HubSpot contacts to Cardly

    • HubSpot logo
    • Filter by Zapier logo
    • Cardly logo
    HubSpot + Filter by Zapier + Cardly
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Synchronize a Contact

  • Synchronize contacts in Cardly with recently-created or updated HubSpot contacts

    • HubSpot logo
    • Filter by Zapier logo
    • Cardly logo
    HubSpot + Filter by Zapier + Cardly
    More details
    1. When this happens

      Step 1: Contact Recently Created or Updated

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Synchronize a Contact

  • Send cards in Cardly to new contacts in Follow Up Boss

    • Follow Up Boss logo
    • Filter by Zapier logo
    • Cardly logo
    Follow Up Boss + Filter by Zapier + Cardly
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Send a Card

  • Send welcome cards with Cardly for new BrokerEngine contacts

    • BrokerEngine logo
    • Cardly logo
    BrokerEngine + Cardly
    More details
    1. When this happens

      Step 1: New Contact Created

    2. Then do this

      Step 2: Send a Card

  • Add new BrokerEngine contacts to Cardly

    • BrokerEngine logo
    • Cardly logo
    BrokerEngine + Cardly
    More details
    1. When this happens

      Step 1: New Contact Created

    2. Then do this

      Step 2: Create a Contact

  • Add new Zoho CRM users as Cardly contacts

    Premium
    • Zoho CRM logo
    • Cardly logo
    Zoho CRM + Cardly
    More details
    1. When this happens

      Step 1: New User

    2. Then do this

      Step 2: Create a Contact

Supported triggers and actions

What does this mean?
    • Email AddressRequired

      An email address for your user.

    • Enable Test Mode

      When enabled, all data is submitted and validated by Cardly, however no contact records will be deleted.

    Action
    Write
    • Contact ListRequired

      The list to remove this specified contact from.

    • Contact IDRequired

      One of: the Cardly unique ID, your external (ie, CRM) unique ID, or an email address for a contact to delete, matched in this order of priority. We highly recommend using external IDs from your CRM or other system that are unique to each user to manage contacts.

    • Enable Test Mode

      When enabled, all data is submitted and validated by Cardly, however no contact records will be deleted.

    Action
    Write
    • Email AddressRequired

      An email address for your user.

    • First

      Provide the user's given name if available, saving them needing to provide this at signup.

    • Last Name

      Provide the user's surname if available, saving them needing to provide this at signup.

    • Allow Unrestricted Credit Use

      When enabled, the user may send as many cards as your total credit pool allows. Otherwise, they will be restricted to your per-user account settings.

    • Allow Saved Credit Card Use

      When enabled, the user may use your organisation's stored credit card (if saved) to pay for card sends.

    • Enable Test Mode

      When enabled, all data is submitted and validated by Cardly, however no contact records will be deleted.

    Action
    Write
    • Recipient's First NameRequired

      The first/given name of the person this card is addressed to. This will appear on the envelope.

    • Recipient's Last Name

      The surname of your recipient.

    • Recipient Company

      If your recipient's address is for a company, adding the company name can result in more reliable delivery.

    • Recipient CountryRequired

      The two character ISO code for the country your recipient resides in. Note that sending outside the US, UK and Australia adds a small postage cost to a send.

    • Recipient AddressRequired

      The recipient's street address, including street number and street name. For example, 282 Wickham St.

    • Recipient Address Line 2

      This is where any apartment, suite or floor number goes, if required. For example, Level 2, Suite 1361.

    • Recipient Suburb/CityRequired

      The suburb or city for the recipient, as it should appear on the envelope. For example, Fortitude Valley.

    • Recipient ZIP/PostcodeRequired

      The ZIP or postal code for your recipient, formatted as required for the destination country. For example, 4006 or 90210.

    • Specify Sender Details

      When enabled, allows you to specify sender details that are different to your account's default return address.

    • Hide Sender Address

      When enabled, the sender's address will not appear on the the envelope.

    • Target Arrival Date

      If specified, denotes the target date for the recipient to receive a card. We'll automatically ship far enough in advance to aim for this date.

    • External Order Number

      To allow you to match orders against an external system, send through your order other reference code here.

    • Enable Test Mode

      When enabled, all data is submitted and validated by Cardly, however no orders will actually be created or credit consumed.

    Action
    Write
    • Contact ListRequired

      The list to create this contact in.

    • External Identifier

      Highly recommended: An identifer from your database, CRM or other source that uniquely identifies this contact. Please note: this is the most reliable way to sync contacts between your source system and Cardly.

    • First / Full NameRequired

      Ideally this field contains only the contact's first name, however may also accept the contact's full name and we'll attempt to split it for you.

    • Last Name

      The contact's surname if available.

    • Email Address

      An email address for your contact. Optional, however this can be utilised as a unique identifier for your contacts if supplied.

    • Company

      The company this contact belongs to, if known.

    • Contact AddressRequired

      The contact's street address, including street number and street name. For example, 282 Wickham St.

    • Contact Address Line 2

      This is where any apartment, suite or floor number goes, if required. For example, Level 2, Suite 1361.

    • Contact Suburb/CityRequired

      The suburb or city for the contact, as it should appear on the envelope. For example, Fortitude Valley.

    • Contact State/Region

      The abbreviated state or region for the contact, as it should appear on the envelope, if required by the destination country. For example, QLD or NY. You can send through the full, human-readable name if needed and we'll attempt to map it to the right code.

    • Contact CountryRequired

      The two character ISO code for the country the contact resides in. Note that sending outside the US, UK and Australia adds a small postage cost to a send.

    • Contact ZIP/PostcodeRequired

      The ZIP or postal code for your contact, formatted as required for the contact's country. For example, 4006 or 90210.

    • Enable Test Mode

      When enabled, all data is submitted and validated by Cardly, however no contact records will be deleted.

    Action
    Write
    • Contact ListRequired

      The list to sync this contact with.

    • Cardly Contact Identifier

      If available: Cardly's internal identifier for this contact, which is supplied in the return data for a contact addition. If you don't store this, that's ok - but you'll need either an external ID (preferred) or email address below instead to correctly identify the contact to sync.

    • External Identifier

      Highly recommended: An identifer from your database, CRM or other source that uniquely identifies this contact. Please note: this is the most reliable way to sync contacts between your source system and Cardly.

    • First / Full NameRequired

      Ideally this field contains only the contact's first name, however may also accept the contact's full name and we'll attempt to split it for you.

    • Last Name

      The contact's surname if available.

    • Email Address

      Conditionally required: An email address for your contact. Optional, however this can be utilised as a unique identifier for your contacts if supplied.

    • Company

      The company this contact belongs to, if known.

    • Contact AddressRequired

      The contact's street address, including street number and street name. For example, 282 Wickham St.

    • Contact Address Line 2

      This is where any apartment, suite or floor number goes, if required. For example, Level 2, Suite 1361.

    • Contact Suburb/CityRequired

      The suburb or city for the contact, as it should appear on the envelope. For example, Fortitude Valley.

    • Contact State/Region

      The abbreviated state or region for the contact, as it should appear on the envelope, if required by the destination country. For example, QLD or NY. You can send through the full, human-readable name if needed and we'll attempt to map it to the right code.

    • Contact CountryRequired

      The two character ISO code for the country the contact resides in. Note that sending outside the US, UK and Australia adds a small postage cost to a send.

    • Contact ZIP/PostcodeRequired

      The ZIP or postal code for your contact, formatted as required for the contact's country. For example, 4006 or 90210.

    • Enable Test Mode

      When enabled, all data is submitted and validated by Cardly, however no contact records will be deleted.

    Action
    Write
    • List NameRequired

      A descriptive name for the contacts in this list, such as Recent Orders or Current Employees.

    • List Description

      Notes or extended information on this list - entirely optional, this is just to help you manage your data.

    • Add Custom Fields?

      Dynamically create custom fields for this list. Please be careful here!

    • Enable Test Mode

      When enabled, all data is submitted and validated by Cardly, however no lists will actually be created.

    Action
    Write
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cardly logo

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

Related categories

  • Marketing Automation

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