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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Owain ap Rees

Sales Director, Artico

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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