Integrate Customerly with 700+ 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.

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Integrate your apps to automate those tedious tasks. Save hours every day.

Supported actions

All Triggers - A trigger kickstarts the flow

All Actions - Actions are the automated tasks

Send message

Sends a message to the specified email address

Create or update lead

Creates or updates a lead

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.

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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.

Learn more >

It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Know more

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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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