Integrate Customerly with CompanyHub
Send information between Customerly and CompanyHub automatically, without writing any code, using Zoho Flow.
Build your own integrations between Customerly and CompanyHub
Connect Customerly and CompanyHub with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Customerly and CompanyHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record created
Triggers when a new record is created in a specified custom table
All Actions - Actions are the automated tasks
Create or update lead
Creates or updates a lead
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
Fetch user
Fetches the details of an existing user by email address
Fetch lead
Fetches the details of an existing lead by email address
Create record
Creates a new record in custom table
Update record
Updates a record in specified table
Find record
Finds an existing record in the specified table that matches your search query
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.
Similar apps
What is CompanyHub?
CompanyHub CRM lets you create sales bots and automate your sales process. It also lets you create records, add notes, conversations and more.
Similar apps
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 >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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing 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
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
