Integrate Customerly with 900+ 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.

Popular Customerly workflows

[esc]

Create or update leads in Customerly for every new SalesRabbit lead

Create or update a lead in your marketing app whenever there’s a new lead in your CRM. This flow creates or updates a new lead in Customerly every time there’s a new lead in SalesRabbit.

How it works
1. A lead is created in SalesRabbit.
2. Zoho Flow adds (or updates) the lead to Customerly.
Use this flow
+

Create or update leads in Customerly for every new SalesRabbit lead

SalesRabbit + Customerly

[esc]

Send messages in Customerly for new Gist Leads

Automatically send templated emails to new leads. This flow sends messages from Customerly to every new Gist lead.

How it works

1. A new lead is created in Gist.
2. Zoho Flow sends a message to the lead through Customerly.
Use this flow
+

Send messages in Customerly for new Gist Leads

Gist + Customerly

[esc]

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

If you're targeting a particular business category and constantly monitoring your website for any related activity, you want to be notified as soon as the business matching the criteria visits your website. This flow will deliver email notifications to Customerly every time a business that you selected in Lead Forensics visits your website.

How it works
1. A new visit for the selected business is recorded in Lead Forensics.
2. Zoho Flow automatically sends a message in Customerly informing about the visit.
Use this flow
+

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

Lead Forensics + Customerly

Build your own Customerly integrations

Connect Customerly with over 900+ 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

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

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY