Integrate Customerly with SalesRabbit

Send information between Customerly and SalesRabbit automatically, without writing any code, using Zoho Flow.

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

SalesRabbit + Customerly

Build your own integrations between Customerly and SalesRabbit

Connect Customerly and SalesRabbit with over 900+ 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 SalesRabbit using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Lead status updated

Triggers when an existing lead's status is updated

Lead created or updated

Triggers when a lead is created or updated

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 lead

Creates a new lead

Update lead

Updates the details of an existing lead

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.

What is SalesRabbit?

SalesRabbit is a sales enablement service and CRM platform. You can organize sales territories, monitor team behaviour, and improve your pitch with digital tools.

CRM Sales Automation

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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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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