How to connect Hey Oliver + Platform.ly
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- New LeadTriggers when a new lead is captured.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New Custom FieldTriggers when a new custom field is created.Trigger
- New SegmentTriggers when a new segment is created.Trigger
- New TagTriggers when a new tag is created.Trigger
- Add Segment to ContactAdd segment to contact.Action
- Remove Segment From ContactRemove Segment from Contact.Action
- Add Tag to ContactAdd tag to contact.Action
Creates a new contact.
Updates contact info.
- Step 1: Authenticate Hey Oliver and Platform.ly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.