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Happierleads
Platformly

Connect Happierleads and Platformly integrations

Explore ready-made Happierleads and Platformly templates and start automating in minutes.

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Create a custom workflow

Integrate Happierleads with Platformly and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Happierleads
Trigger: Watch New Leads
Platformly
Action: Select an action
1. Select a trigger

  • Watches for new leads.

2. Select an action

  • Creates a new contact.

  • Adds a note to contact.

  • Adds a tag

  • Performs an arbitrary authorized API call.

  • Removes a tag from contact.

  • Removes all tags from a contact.

  • Updates contact.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Happierleads and Platformly.

Add a Contact
Creates a new contact.
Action
Add a Note
Adds a note to contact.
Action
Add a Tag
Adds a tag
Action
Get a Contact
Returns a contact by Contact ID.
Search
List contacts
Lists contacts.
Search
Make an API Call
Performs an arbitrary authorized API call.
Action
Remove a Tag
Removes a tag from contact.
Action
Remove All Tags
Removes all tags from a contact.
Action
Update a Contact
Updates contact.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.