Ply
Build intuitive, embedded experiences directly within your existing workflows seamlessly.
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Ply is a no-code platform that enables teams to build custom features within their existing applications without writing code. Popular among business operations teams and sales departments, it allows users to create interactive customer portals, automate workflows, and integrate AI solutions into their daily processes. The platform connects seamlessly with over 30 popular business tools like Salesforce, HubSpot, and Zendesk, while maintaining enterprise-grade security through SOC 2 Type II and ISO 27001 compliance.

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Features we love
Create native-looking buttons in integrated tools
Build custom prompts in automated workflows
Access contextual data from initiating record
Toksta's take

Ply.io takes a bold approach by letting teams build custom features directly inside tools like Airtable and Gmail, with buttons and interfaces that feel native. The ability to access contextual data and create user-facing prompts makes it appealing for streamlining onboarding, self-service, or internal workflows and no code needed. Customer-facing “Portals” stand out for letting users edit live data, schedule, or even check out without ever leaving the embedded form.

However, Ply.io is still in beta, so stability and quirks like date formatting issues are real concerns. Setting up API connections for each integration may put off less technical users. If you want deep integration and flexibility without building an entire app, Ply.io is intriguing but expect a few bumps along the way.

Spotlighted by
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Avi Hercenberg
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subscribers
Growth tip

Use Ply's "Portals" feature to create a self-service customer support portal embedded directly within your Zendesk or Intercom help center. By connecting the portal to your knowledge base and customer data, you can allow customers to resolve common issues, update their account information, and track support tickets without needing to directly contact an agent, thus reducing support costs and improving customer satisfaction.

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