Integrate Platform.ly with Retently

Trigger NPS/CSAT surveys based on customer interactions managed by Platform.ly, such as email campaigns or workflow completions. Sync customer contact information and segmentation data with Retently to ensure accurate and up-to-date customer profiles for targeted feedback collection.

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About Platform.ly

Platform.ly is a marketing automation tool that helps users manage contacts, segments, and workflows efficiently.

Platform.ly logoRetently

Platform.ly to Retently

1

New Contact

Triggers when a new contact is created.
2

New Segment

Triggers when a new segment is created.
3

New Custom Field

Triggers when a new custom field is created.
4

New Tag

Triggers when a new tag is created.
RetentlyPlatform.ly logo

Retently to Platform.ly

1

Add Segment to Contact

Adds a segment to a contact.
2

Add Tag to Contact

Adds a tag to a contact.
3

Update Contact

Updates contact info.
4

Remove Segment From Contact

Removes a segment from a contact.
5

Create Contact

Creates a new contact.

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Customer Feedback Workflow Automation

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