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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

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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.
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Create or update leads in Customerly for every new SalesRabbit lead

SalesRabbit + Customerly

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

Lead Forensics + Customerly

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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.
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Send messages in Customerly for new Gist Leads

Gist + Customerly

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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.

Customer Support Email Marketing CRM

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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.

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Network with us  

It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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