Home App Gallery Customerly
   
 
Click to choose app

Integrate Customerly with 1000+ 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

+

Send messages in Customerly for new Gist Leads

Gist + Customerly

Automatically send templated emails to new leads. This flow sends messages from Customerly to every new Gist lead.

How it works

1. A new lead is created in Gist.
2. Zoho Flow sends a message to the lead through Customerly.
View flow detail
+

Create or update leads in Customerly for every new SalesRabbit lead

SalesRabbit + Customerly

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.
View flow detail
+

Send message in Customerly for new visits in Lead Forensics for a selected business

Lead Forensics + Customerly

If you're targeting a particular business category and constantly monitoring your website for any related activity, you want to be notified as soon as the business matching the criteria visits your website. This flow will deliver email notifications to Customerly every time a business that you selected in Lead Forensics visits your website.

How it works
1. A new visit for the selected business is recorded in Lead Forensics.
2. Zoho Flow automatically sends a message in Customerly informing about the visit.
View flow detail
+

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.
View flow detail
+

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.
View flow detail
+

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.
View flow detail

Build your own Customerly integrations

Connect Customerly with over 1000+ 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 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

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.

Customer Support Email Marketing CRM

Similar apps

MailBluster

FanBridge

Octadesk

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 >
Network with us  

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY