---
title: How to Integrate Platformly with Fluent Forms 
description: "**Fluent Forms** integrates with [Platformly](http://platformly.com), an integrated email marketing, marketing automation, and small business CRM tool that helps you grow your business by collecting customer information and automatically adding it to your Platformly through Fluent Forms. This article will guide…"
url: "https://fluentforms.com/docs/how-to-integrate-platformly-with-fluent-forms/"
updated: "2025-06-03"
category: Integrations / Automation
---

# How to Integrate Platformly with Fluent Forms 

**Fluent Forms** integrates with [Platformly](http://platformly.com), an integrated email marketing, marketing automation, and small business CRM tool that helps you grow your business by collecting customer information and automatically adding it to your Platformly through Fluent Forms.

This article will guide you through integrating**Platformly**with**Fluent Forms**on your **WordPress Site**.

> Remember, **Platformly** is the **Premium Feature** of the **Fluent Forms Plugin**. So, you need the [Fluent Forms Pro](https://fluentforms.com/docs/how-to-upgrade-to-fluent-forms-pro/) plugin to integrate this.

## Enable Platformly Integration 

To learn how to enable Platformly integration, follow the steps with the screenshots below – 

First, go to **Integrations** from the **WordPress Left Sidebar** or **Fluent Forms Navbar**, search for **Platformly**through the search bar, and get the **Platformly**integration module.

Now, turn on the **Toggle** to enable the **Platformly** module, and click the **Settings Icon** on the right side. 

![1. Enable Platformly scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/1.-Enable-Platformly--scaled.webp)

Once you enable Platformly, you will be asked for the **Platformly API Key**and**Platformly Projec ID**of your **Platformly Account**.

> If you don’t have an existing account, click the **sign up for one here**link to create a new one.

![2. Platformly API Settings scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/2.-Platformly-API-Settings-scaled.webp)

### Getting the Platformly API Key

To learn how to get the  **Platformly API Key**from**Platformly**, follow the steps with screenshots below – 

First, log into your [Platformly Account](https://www.platform.ly/login.php), go to the**Profile Icon**in the top right corner, open the **Dropdown Arrow**, and click the **APIs and Docs**option.

![3. APIs Docs Keys scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/3.-APIs-Docs-Keys-scaled.webp)

Now, to create an API Key, click either the **Plus Icon**on the top right side or the **Add First API Key** button in the middle.

![4. Add frst API Key or Plus icon scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/4.-Add-frst-API-Key-or-Plus-icon-scaled.webp)

Here, provide a **Name** for the **API Key** you are creating and click the **Submit** button.

![5. Name API Key scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/5.-Name-API-Key-scaled.webp)

Here, your API Key is created! Now, copy this API Key for later use.

Also, you can **Edit/Delete** the API Key anytime by clicking the **Three-Dot Icon** on the right side under the **Action** column.

![6. Copy API Key scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/6.-Copy-API-Key-scaled.webp)

### Getting the Platformly Project ID

To learn how to get the  **Platformly Project ID**from**Platformly**, follow the steps with screenshots below – 

Again go to the**Profile Icon**in the top right corner, open the **Dropdown Arrow**, and click the **Setup**option.   

![7. Setup option scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/7.-Setup-option-scaled.webp)

Here, you can get your newly created **Project ID** on the left side under the **ID** column. Copy this as well.

You can create new projects by clicking the**Plus Icon**in the top right corner if needed. You can also edit this by clicking the **Three-Dot Icon**under the **Action** column.

![8. Copy Project ID scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/8.-Copy-Project-ID-scaled.webp)

## Connect Platformly with Fluent Forms

Return to the **Platformly API Settings**page under the**Configure Integrations**tab of the **Global Settings**section from the **Fluent Forms** **Navbar**. 

Paste the **API Key**and**Project ID**you copied from **Platformly** into the **Platformly API Key**and**Platformly Project ID**fields respectively.

Finally, press the **Save Setting**s button to make your **Platformly Integration** module functional.  

![9. Paste the API Key and Project ID scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/9.-Paste-the-API-Key-and-Project-ID-scaled.webp)

You can see that your Platformly is connected to your **Fluent Forms** successfully!

Now, you can verify/disconnect it anytime by clicking the**Verify Connection Again/Disconnect Platformly**buttons.

![10. Verify or Disconnect Platformly scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/10.-Verify-or-Disconnect-Platformly-scaled.webp)

## Integrate Platformly with Forms

To learn how to integrate Platformly into any specific Form in Fluent Forms, follow the steps with the screenshots below –

First, go to **Forms** from the **Fluent Forms Navbar**, **select**the**Desired Form**where you want tointegrate your**Platformly,** andclick the**Settings** button. 

> If you do not have any existing forms, read the [Create a Form from Scratch](https://fluentforms.com/docs/how-to-create-a-form-with-fluent-forms/) or [Create](https://fluentforms.com/wp-admin/post.php?post=45127&action=edit)[a Form using Templates](https://fluentforms.com/docs/using-and-customizing-pre-built-quick-forms-in-fluent-forms/) documentation to create a new one.

![11. Open desired form Settings scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/11.-Open-desired-form-Settings-scaled.webp)

Once you are on the **Settings & Integrations**, go to the **Configuration Integrations** tab, click the **Add New Integration** button, and select **Platformly Integration** feedfrom the dropdown list. 

![12. Add new integration dropdown scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/12.-Add-new-integration-dropdown-scaled.webp)

Here, you will find a required field to set a **Name** for your integration feed according to your preference. 

Also, you must select the **Platformly Segment**from the dropdown by clicking the **Arrow Icon**on the right side where you want to send the submitted form data.

![13. Select Platformly Segment scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/13.-Select-Platformly-Segment-scaled.webp)

Once you select the segment, a pop-up page will appear with various settings options for configuring the Platformly.

**All the settings options mentioned in the screenshot below are briefly explained:**

1. **Name**: Here, you can see a name is given by default for your integration. You can change the name anytime if needed.

1. **Platformly Segment**: Using the **Arrow Icon**, you can select the **Platformly Segment**where you want to add your contacts. You can also change this anytime if needed

1. **Map Fields:**Use all the fields under this option to properly link your **Platformly** **Fields** with the **Form Fields**. You can easily select the **value** for the **form fields** based on the **Platformly fields** using the **Shortcode** **Arrow**.

1. **Other Fields**: Using this option, you can also add the extra fields and map them to the Fluent Forms fields with their respective Platformly fields. You can easily select the **value** for the **form fields** based on the **Platformly fields** using the **Shortcode** **Arrow**. Also, by clicking the **Plus/Minus** **Icon** in the right corner, you can **Add/Delete** custom fields as per your needs.

1. **Contact Tags**: With this option, you can add tags to your Platformly contacts with a comma-separated list (e.g. new lead, crucial users, web source). Commas within a merge tag value will be created as a single tag. Also, you can use **ShortCodes** as the tag.

   **Enable Dynamic Tag Input:**This option allows you to add customized tags for specific Platformly contacts based on your submission values according to your set conditions.

1. **Note**: With this option, you can write a note for the contacts. You can also use **Shortcodes** to send dynamic data to Platformly.

1. **Conditional Logics**: This option allows Platformly integration to function conditionally based on your submission values according to your set conditional logic/s. To learn more, read this [Documentation](https://fluentforms.com/docs/set-up-forms-with-conditional-logic-in-fluent-forms/). 

1. **Enable This Feed**: Check this option to ensure this integration feed remains enabled and all its actions function properly.

Once the setup is done, click the **Save Feed** button, and your Platformly will be integrated into this specific form!

![14. Save Feed button scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/14.-Save-Feed-button-scaled.webp)

After successful Integration, now you will see that your **Platformly Integration Feed** has been added here. 

You can modify your feed anytime by clicking the **Settings Icon,** and delete it by clicking the **Trash Icon**. Also, you can disable or enable this feed anytime by turning off the **Toggle** if needed.

![15. Added Platformly Integration Feed scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/15.-Added-Platformly-Integration-Feed-scaled.webp)

## Preview of Integrated Platformly

Here, you can see the preview of the added Platformly Segments through the Form Entries based on the Integration.

For example, you can see three new**Form Submissions** under the **Entries** tab on this particular form. 

![16. Form Entries scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/16.-Form-Entries-scaled.webp)

Now, go to the **Platformly Dashboard**, hover over **CRM**from the top navbar, again hover over **Segmentation**, and click the **Segments** option.  

Once you are on the**Segments**page, click on the **Number** of the **Contacts** of your integrated **Segment**that you integrated into **Fluent Forms**.

![17. Added contacts under the selected segment scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/17.-Added-contacts-under-the-selected-segment-scaled.webp)

Finally, you can see that the **users who submitted forms** in **Fluent Forms** are also automatically added to the selected **Platformly Segment**. 

![18. Contacts preview scaled 50555](https://fluentforms.com/wp-content/uploads/2025/03/18.-Contacts-preview-scaled.webp)

This way you can easily integrate Platformly with Fluent Forms!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our [@support team](https://wpmanageninja.com/support-tickets/?utm_source=wpmn&utm_medium=home&utm_campaign=site#/). Thank you.