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
How it works
Send message in Customerly for new visits in Lead Forensics for a selected business
Lead Forensics + Customerly
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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.
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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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