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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 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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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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Supported 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

Create one yourself

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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Bulid 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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more

Louis Castellano

CEO, Lakeside CNC Group

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. Know more

Harnoor Abroll

Technical and Operations Head, TruAct

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. Know more

Toto

Technical Engineer, Master Liveaboards

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