Integrate Zoho One with Customerly
Send information between Zoho One and Customerly automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho One and Customerly
Connect Zoho One and Customerly 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 Zoho One and Customerly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User activated
Triggers when an inactive user is activated
User deactivated
Triggers when a user is deactivated
User added to group
Triggers when a user is added to an existing group
User updated
Triggers when the details of an existing user are updated
User removed from group
Triggers when a user is removed from an existing group
User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create user
Creates a new user
Add user to group
Adds a user to an existing group
Update user
Updates the details of an existing user
Activate user
Activates an inactive user
Fetch user
Fetches the details of an existing user by ID or email
Fetch added group info for user
Fetches information about groups the user has been added to
Deactivate user
Deactivates a user from your Zoho One organization
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
What is Zoho One?
Zoho One is a comprehensive suite of 40+ enterprise-level, unified business applications designed to streamline and enhance various aspects of an organization's operations, from sales and marketing to finance and collaboration.
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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.
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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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Julien Granjean
CEO, iDAYit
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!
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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
