Product tour
Integrate with your favourite tools
Connect Platformax with your other tools for maximum results.
- NEXT STEP
Connect your favourite tools
Platformax integrates tightly with Gmail, Google Drive, and Google Calendar meaning that you can seamlessly integrate your Gmail, sync tasks from Platformax to Google Calendar of choice and import or export files from Drive.1 Google Suite Integration
- PREVIOUS STEPNEXT STEP
Make invoicing easier
You can generate purchase orders, invoices and other documents right within Platformax and then simply push those to Freshbooks, Pantheon or any other ERP that you use. You won’t need to create these manually, as Platformax will sync everything automatically for you.2 Connect with Freshbooks
- PREVIOUS STEPNEXT STEP
Use your favourite autoresponder
If you want to send a newsletter or run an email campaign with Mailchimp, you can simply create a new segment using Platformax’s powerful filters and then export that segment straight to a new subscribers list in Mailchimp.3 Integrate with Mailchimp
- PREVIOUS STEPNEXT STEP
Dial straight from the CRM
Once you get to the point you need to call one of your leads up, you can simply put in your phone number, confirm it and you’re ready to go. Just use the dial button in any of your contacts, or put in a phone number manually in our Dialler in the top bar.4 Use Twilio for 1-click calls
- PREVIOUS STEPNEXT STEP
5 Connect anything with Zapier
Our Zapier integration is coming soon to enable integration with more than 1,000 different web apps. In the meantime, you can also check out our cool API that can also enable integration with any 3rd party tools or software.Integrate with your other tools