Website behavior
Pages viewed, forms started, conversion actions, content engagement, and the path that led there.
The operating system for GTM.
Ploy captures first-party website, campaign, CRM, and customer data in one customer data platform (CDP). Ploybooks use that context to build pages, run campaigns, and move accounts through the funnel.
- First-party data captured in one CDP
- Ploybooks that act on customer context
- Pages, campaigns, and account workflows
- Human review before sensitive changes
Shared customer context
One system of action
Website
Campaigns
CRM
Customer and website data layer
Identity, behavior, attribution, brand context, and conversion history stay connected.
Pages
Campaigns
Accounts
Trusted by high-horsepower founding teams at
- Leadbay
- Taiga
- Volca
- Once
- Raspire
- Indie Health
- CodeCrafters
- Datost
- Hex
- TNT Growth
- Tonik
- Leadbay
- Taiga
- Volca
- Once
- Raspire
- Indie Health
- CodeCrafters
- Datost
- Hex
- TNT Growth
- Tonik
Capture first-party data in one customer data platform.
Bring website behavior, account identity, campaign attribution, and CRM history into one customer record that stays useful after the first visit.
People and accounts
Anonymous visitors become known people and companies, connected to the context your team already has.
Campaign context
Source, campaign, keyword, landing page, and downstream actions stay connected from first visit forward.
Turn customer context into repeatable work.
Ploybooks are reusable workflows that tell Ploy what job to complete, which context to use, and where the reviewed work should go.
Choose the job
Start with the work you need done
A Ploybook is a reusable workflow for a specific marketing job, with the steps, review points, and tools already defined.
- Build a targeted page
- Draft a campaign
- Route a high-intent account
- Refresh underperforming content
Bring the context
Use the first-party signals behind the request
Each Ploybook can use the customer, campaign, website, CRM, and brand context captured across your stack.
- Website behavior
- Account and CRM stage
- Campaign source
- Approved brand system
Review and run
Keep control over what happens next
Run a Ploybook once or on a schedule. Review drafts and high-impact changes before they reach customers or connected systems.
- Review the proposed work
- Approve sensitive changes
- Run once or on a schedule
- Track the resulting action
Here is what that looks like.
Each example starts with first-party signals already captured in the CDP, then uses a Ploybook to draft and route the next piece of work.
01
Turn customer segments into pages built for the account.
Use firmographics, CRM stage, product interest, and page history to generate a branded landing page for a named account or audience segment. Ploy reuses approved sections from your existing site, then routes the page for review before it ships.
Series B accountViewed pricingUses HubSpot
Page ready for review
ReviewEnterprise migration landing page
Messaging, relevant sections, and the CTA adapt to the account context.
02
Build the campaign and post-click experience from one brief.
Combine the audience, search intent, offer, and past conversion context to draft ad groups, copy, creative direction, and the matching landing page. The promise stays consistent from the ad through conversion.
High-intent segmentCompetitor searchDemo offer
Campaign package drafted
ReviewThree ad groups and a matched landing page
Targeting angle, ad copy, and page message stay aligned for review.
03
Turn a return visit into a sales-ready account signal.
When a target account returns, combine the pages viewed, campaign source, fit criteria, and CRM history. Ploy can update the account record, alert the right channel, and draft a relevant follow-up for human review.
Tier 1 accountSecond visitViewed security
Signal routed
ReviewCRM update, Slack alert, and outreach draft
Sales gets the account context and a clear next action in the tools they already use.
From signal to outcome
Run the funnel as one connected system.
Ploy keeps the path from first visit through demo, activation, and subscription connected, so the next action can use what happened before it.
01
Visit
Capture the source and on-site behavior.
02
Identify
Resolve the person or account when possible.
03
Understand
Combine intent, campaign, brand, and CRM context.
04
Act
Build, personalize, draft, analyze, or route the next step.
05
Convert
Track demo requests, product activation, and subscriptions.
Keep your stack. Give it shared context.
Ploy connects the tools your team already uses, so every system can work from the same customer and campaign context.
HubSpot
Attio
Google Ads
Slack
Notion
Google Analytics
Bring your GTM stack. See what Ploy can run.
Tell us how your team works today. We’ll route you to the right next step: a tailored walkthrough or a workspace to start building.
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