Introducing Platform.ly: A marketing automation tool

Marketing automation is an effective way to save time, increase productivity, and have better relationships with customers.

And it’s no surprise that 63 percent of companies outgrow their competitors by using automation.

With our all-in-one new marketing automation integration, Platform.ly, teams can take advantage of the tool’s advanced CRM to nurture leads, engage customers, and easily manage information along the way.

When teams integrate Platform.ly with their forms, they can collect lead information through JotForm and have it instantly sent to their Platform.ly account. They’ll be able to

  • Add contacts to a segment
  • Remove contacts from a segment
  • Add a tag to a contact
  • Remove a tag from a contact
  • Add a custom field to a contact

Here’s a short video on how to get started.

The JotForm and Platform.ly duo is perfect for sales and marketing teams of any size. With JotForm, teams can collect any lead information and have it automatically funnel into their Platform.ly account where it can be easily organized and managed. Better yet, as a JotForm user, Platform.ly offers 20% off any plan.

Having a robust data-collection and CRM tool will save time, increase productivity, and help generate more sales. If you want to learn more about CRM, be sure to check out our guide, “What Is CRM (Customer Relationship Management)?”

Let us know your thoughts on this integration in the comments below!

This article is originally published on Feb 14, 2020, and updated on Feb 26, 2020.
AUTHOR
Annabel is the Director of Communications at JotForm. She's passionate about writing and has worked in communications roles domestically and internationally. When she's not blogging about SaaS or online forms, she enjoys international travel, loud concerts, and artisan coffee. You can reach Annabel through her contact form.

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