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Customerly

Use Zoho Flow to integrate Customerly with 600+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Customerly with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt Customerly integration flows to get started

Create or update leads in Customerly for every new SalesRabbit lead

Use this flow

Send message in Customerly for new visits in Lead Forensics for a selected business

Use this flow

Send messages in Customerly for new Gist Leads

Use this flow
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Popular integrations

  • SalesRabbit

    SalesRabbit

    SalesRabbit is a sales enablement service and CRM platform. You can organize sales territories, monitor team behaviour, and improve your pitch with digital tools. Category : Management Tools, Sales Automation, CRM
  • Lead Forensics

    Lead Forensics

    Lead Forensics is an online tool for lead generation. You can identify prospects from website traffic, manage sales lifecycles, and improve your process with detailed insights from multiple sources. Category : CRM
  • Gist

    Gist

    Gist is an email marketing automation, help desk, and live chat platform. You can track customer interactions, configure chat bots to schedule sales calls, and engage customers with relevant emails. Category : Customer Support, Marketing Automation

Customerly supports following actions

All Triggers - A trigger kickstarts the flow

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All Actions - Action are the automated tasks

Create or update user

Creates or updates a user

Send message

Sends a message to the specified email address

Create or update lead

Creates or updates a lead

Fetch lead

Fetches the details of an existing lead by email address

Fetch user

Fetches the details of an existing user by email address

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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.

Categories : Customer Support, CRM

What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Access Zoho Flow

Testimonial

Josh LucasHead of Operations, AAA Band Rentals

“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!”

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