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Integrating ConvertBox with Platformly

Step 1

In the ConvertBox dashboard, click on your profile image in the top right hand corner and select “Settings” from the drop down menu.

Step 2

Select the Integrations tab.

Step 3

On the Platformly integration select Connect.

Step 4

Open a new window and log in to your Platformly account.
From the header profile menu select API Docs & Keys.

Step 5

On the API settings page you will see your account API key, if you don’t see any API keys you may need to create a new one.

Step 6

Go back to the ConvertBox integration page for Platformly.

First give your account integration a name that will easily identify it, then copy and paste your Platformly API KEY into the field below.

Now click “Connect to Platformly” to finish integrating your account.

You’re all done! 👍

Your Platformly account will now be available in the editor under your form automations allowing you to add contacts collected with ConvertBox directly to your Platformly account.

Your Platformly account will also now be available in the visitor targeting rules so you can target visitors on based on which tag/segments they are on in your Platformly account.

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