Announcing SmartSuite's Strategic Relationship with Ply.io

We are excited to announce that SmartSuite has formed a Strategic Relationship with Ply.io,  that will allow our customers to integrate SmartSuite with over 50 leading products.

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Ply is an innovative data integration company based in Israel, that allows users to build workflows directly into products using buttons and interactive UI elements.  These workflows can then perform actions at the request of the user.

Ply will allow SmartSuite customers to add buttons and interactive UI elements in other products that can create new records or make updates to existing records in SmartSuite.  

Ply will also enable our customers to add buttons and interactive UI elements directly within SmartSuite records that, when clicked, can perform actions in other products.

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Listing of Available Integrations

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Use Cases

Here are just a few of the exciting workflows that we are seeing our customers implement with Ply.io:

• While working in Gmail, clicking a button to create new records for a contact and company in a SmartSuite solution.

• While working in a SmartSuite record, clicking a button to create a new customer in Quickbooks.

• While working in a SmartSuite record, clicking a button to send an email to a contact by pulling the email from the record and then adding the content of the email as a comment in the record.

• While working in a SmartSuite record, clicking on a button to send a message into a Slack channel to notify management of an issue that needs to be escalated.
  

• While working in a SmartSuite record, clicking a button to create a new calendar invite in Google Calendar.

•  While working in Salesforce, clicking a button to send the content of a closed deal to a SmartSuite solution - including the ability create / update contact and account data.

Closed Beta Program

Ply.io is currently in a closed beta program, but they have agreed to accept all SmartSuite customers into the program and provide them with free one-on-one onboarding to help in the configuration of workflows for specific use cases.

If you are interested to join the Ply / SmartSuite beta program, please click here to schedule your 30-minute onboarding call with a Ply Onboarding Specialist.

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