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Customerly Integrations
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Gain full visibility into your prospects, opportunities, teams, accounts, campaigns, and contact activities by leveraging Customerly integrations with Appy Pie Automate.
- 7 days free trial
- Lightning Fast Setup
Choose the app you want to Integrate with Customerly
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Can’t find the app you're looking for? Let us know which app you'd like to see added, or if you're a developer, add the app yourself
Go To Developer platform- Customerly Telegram
- Customerly Gmail
- Customerly Zoom
- Customerly WhatsApp Business
- Customerly Shopify
- Customerly Google Sheets
- Customerly Slack
- Customerly Google Calendar
- Customerly Trello
- Customerly X (formerly Twitter)
- Customerly Microsoft Teams
- Customerly Zoho CRM
- Customerly Dropbox
- Customerly Twilio
- Customerly Stripe
- Customerly Paypal
- Customerly Salesforce
- Customerly Microsoft Outlook
- Customerly Jotform
- Customerly Intercom
- Customerly Evernote
- Customerly Zendesk
- Customerly YouTube
- Customerly WordPress
- Customerly SendGrid
- Customerly MailerLite
- Customerly MailChimp
- Customerly Google Tasks
- Customerly Google Contacts
- Customerly GitLab
- Customerly GitHub
- Customerly Freshdesk
- Customerly Calendly
- Customerly Asana
- Customerly ActiveCampaign
- Customerly Wave
- Customerly Square
- Customerly QuickBooks Online
- Customerly Slack v2
- Customerly Facebook
- Customerly Google Drive
Here is a list of Customerly Triggers and Actions available for Customerly integrations
Explore the various ways you can integrate with Customerly and automate your workflow by leveraging these Triggers and Actions.
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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
How to Set Up Customerly Integrations
Follow the steps below to start setting up your Customerly integrations using Appy Pie Automate:
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Step 1: Sign Up or Log In
Visit Appy Pie Automate and sign up or login if you already have an account.
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Step 2: Select App
Select the Customerly in the App directory and select your desired trigger event.
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Step 3: Connect Account
Connect your Customerly account & authenticate it.
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Step 4: Trigger Ready
Your Customerly is now set to connect with numerous supported apps on Appy Pie Automate.
Popular Templates for Customerly Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Draft to Gmail from New Lead in Customerly
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When this happens:
New Lead
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Then do this:
Create Draft
Update Spreadsheet Row in Google Sheets when New Lead is created in Customerly
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When this happens:
New Lead
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Then do this:
Update Spreadsheet Row
Complete Checklist Item in Card in Trello when New Lead is created in Customerly
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When this happens:
New Lead
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Then do this:
Complete Checklist Item in Card
Create Label to Trello from New Lead in Customerly
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When this happens:
New Lead
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Then do this:
Create Label
Move Card to List in Trello when New Lead is created in Customerly
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When this happens:
New Lead
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Then do this:
Move Card to List
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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What Is Customerly ?
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
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Are Customerly Integrations Secure?
When evaluating the security of Customerly 's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that Customerly and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of Customerly 's integrations, ensuring a robust and protected environment.
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Does Appy Pie Automate have an API for Integration?
Yes, Customerly provides an API for integration. With Appy Pie Automate, you can easily link Customerly to over 1000+ widely-used applications. Our no-code platform simplifies the process, enabling you to automate workflows and enhance efficiency. Whether it's connecting Customerly with your existing tools or streamlining processes, Appy Pie Automate makes it easy, even without any technical expertise.
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Can I use webhooks with Appy Pie Automate to automate data syncing?
Yes, most apps on Appy Pie Automate already support webhooks, enabling easy data syncing. For apps that don’t yet support them, we monitor updates closely and add support as soon as it’s available. This ensures seamless automation and continuous improvement for our users. Want to know if Customerly has webhooks? Contact our Support Team.
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