about 1 year ago
Any update on the progress towards integrating Platformly?
Hi there! Just to keep you posted, we were able to chat with Colin for the first time today. We are making progress and we'll keep you posted. Thank you for your support
Hi Dennis, Hi Colin!
Thanks for the comments. I have got in touch, hope we can get something going! :)
Hi Grace, as Dennis wrote below that will be how to reach us, I am also a Xeno account holder. Thanks
Hi grace just been in touch with Colin the Founder of Platformly via their FB group and he wants to do an integration. He also Xeno, so the integration is really a no-brainer.
Here is the information he included in the message:
If they go to: https://www.platform.ly/integrations/new/ - they can fill that out and I will send them all the stuff they need :)
Also they can reach me at firstname.lastname@example.org = in case they need an additional way to reach us (we are on live chat too)
Great. Thanks Grace.
Hi everyone! Just to let you know, we have been trying to get in touch with the Platformly team to integrate Platformly. Haven't heard back from them yet but we're reaching out again. :)
over 1 year ago
Yes, please seriously consider a Platform.ly integration. Dennis already outlined use-cases I was considering too. Thank you!
1) Person adds Name & email in Xeno. if person is a contact in Platformly (PLY) add tag
2) Add/remove from segment in PLY
3) Add/remove tag(s) from contact
4) If Person is a new contact > add to segment & tag
5) person books meeting add tag etc…
6) Possibility of adding notes to contact from Xeno directly into PLY
These are a few examples. It means that you can see the conversations you’ve had with a contact. For example pre-purchase / post-purchase / inquires etc…
There’s probably other use cases as well. This will connect customer/lead communication throughout the whole funnel.
Also enables you to personalise conversations/interactions as you have a better understanding of the customer journey.
Here are the PLY API docs: https://api-docs.io/preview/JassnE9G2TWjwXZP6/introduction/obtain-api-key?apiKey=XjGxvJgPbZybwm26u
They also have incoming/outgoing webhooks
Phuong Nguyen Curtis Rickard Could you give us the use case? What are you looking to achieve through this integration? Thank you!
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