Integrate Mercately with Robly
Send information between Mercately and Robly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Mercately and Robly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
List created
Triggers when a new list is created
Contact unsubscribed
Triggers when a contact has unsubscribed
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create customer
Creates a new customer
Update deal
Updates the details of an existing deal
Update customer
Updates the details of an existing customer
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch deal by ID
Fetches the details of an existing deal using ID
Fetch customer using search parameter
Fetches the details of an existing customer using search parameter
Create list
Creates a new list
Create contact
Adds a new contact
Add contact to sub list
Adds a new or existing contact to a sub list
Update full contact details
Updates the details of a contact including sub lists.
Find contact
Searches for a contact by email address
Remove contact from list
Removes a contact from the selected list
Unsubscribe contact
Unsubscribes a contact
What is Mercately?
Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.
What is Robly?
Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.
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