Integrate Customerly with 800+ apps

Create business workflows for Customerly without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Customerly workflows

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Generate a lead in Customerly whenever a new chat session starts in Chaport

Chaport + Customerly

Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will set up a new lead in Customerly for each new live chat session in Chaport.

How it works
  1. The flow triggers when a new chat is started in Chaport.
  2. Zoho Flow creates or updates a lead in Customerly.
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Create a lead entry in Customerly for each new chat session initiated in GoSquared

GoSquared + Customerly

Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will create a new lead in Customerly for every new live chat session in GoSquared.

How it works
  1. The flow triggers when a new live chat message is received in GoSquared.
  2. Zoho Flow creates or updates a lead in Customerly.
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Create a lead in Customerly for new chat sessions in LiveChat

LiveChat + Customerly

Instantly capture new lead data in real-time. This flow will generate a new lead in Customerly for new live chat session initiated in LiveChat.

How it works
  1. The flow triggers when a new chat is created in LiveChat.
  2. Zoho Flow creates or updates a lead in Customerly.

Build your own Customerly integrations

Connect Customerly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported actions

Build your Customerly workflows using the below actions

All Triggers - A trigger kickstarts the flow

All Actions - Actions are the automated tasks

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 lead

Fetches the details of an existing lead by email address

Fetch user

Fetches the details of an existing user by email address

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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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