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Integrate Lead Forensics with Customerly

Send information between Lead Forensics and Customerly automatically, without writing any code, using Zoho Flow.

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

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

Lead Forensics + Customerly

View flow detail

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Supported triggers and actions

Integrate Lead Forensics and Customerly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead added

Triggers when a new lead is added for the selected client user

Visit recorded

Triggers when a new visit is recorded

Visit recorded by business

Triggers when a new visit is recorded by the selected business

Business added

Triggers when a new business is added

All Actions - Actions are the automated tasks

Fetch business

Fetches the details of an existing business by ID

Fetch visit

Fetches the details of a visit by ID

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 Lead Forensics?

Lead Forensics is an online tool for lead generation. You can identify prospects from website traffic, manage sales lifecycles, and improve your process with detailed insights from multiple sources.

CRM

Similar apps

SalesUp!

Insightly

Outreach

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.

CRM Customer Support Email Marketing

Similar apps

Salesforce

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Dubb

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Custom functions

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