

Integrate Customerly with Zoho Forms
Send information between Customerly and Zoho Forms automatically, without writing any code, using Zoho Flow.

Build your own integrations between Customerly and Zoho Forms
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Supported triggers and actions
Integrate Customerly and Zoho Forms using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Entry submitted - New version
Triggers when a new entry is submitted in the selected form

Entry submitted - Old version
Triggers when a new entry is submitted in the selected form
All Actions - Actions are the automated tasks

Create or update lead
Creates or updates a lead

Send message
Sends a message to the specified email address

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.
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What is Zoho Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
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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.
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