Integrate Customerly with 750+ apps

Create business workflows for Customerly without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Build your own Customerly integrations

Connect Customerly with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported actions

Build your Customerly workflows using the below actions

All Triggers - A trigger kickstarts the flow

All Actions - Actions are the automated tasks

Send message

Sends a message to the specified email address

Create or update lead

Creates or updates a lead

Create or update user

Creates or updates a user

Fetch lead

Fetches the details of an existing lead by email address

Fetch user

Fetches the details of an existing user by email address

What is Customerly?

Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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