Integrate Customerly with CompanyHub

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

Build your own integrations between Customerly and CompanyHub

Connect Customerly and CompanyHub with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Customerly and CompanyHub using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Record created

Triggers when a new record is created in a specified custom table

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 user

Fetches the details of an existing user by email address

Fetch lead

Fetches the details of an existing lead by email address

Create record

Creates a new record in custom table

Update record

Updates a record in specified table

Find record

Finds an existing record in the specified table that matches your search query

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.

What is CompanyHub?

CompanyHub CRM lets you create sales bots and automate your sales process. It also lets you create records, add notes, conversations and more.

CRM

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 >

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Rahul Roushan

CEO, OpIndia

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

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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