Integrate Customerly with Lead Forensics
Send information between Customerly and Lead Forensics automatically, without writing any code, using Zoho Flow.
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Send message in Customerly for new visits in Lead Forensics for a selected business
How it works
Send message in Customerly for new visits in Lead Forensics for a selected business
Lead Forensics + Customerly
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Lead added
Triggers when a new lead is added for the selected client user
Visit recorded
Triggers when a new visit is recorded
Visit recorded by business
Triggers when a new visit is recorded by the selected business
Business added
Triggers when a new business is added
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
Fetch business
Fetches the details of an existing business by ID
Fetch visit
Fetches the details of a visit by ID
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.
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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.
Learn more >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. Know more
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CEO, Lakeside CNC Group
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Josh Lucas
Head of Operations, AAA Band Rentals
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
