Integrate Customerly with 850+ 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
Generate a lead in Customerly whenever a new chat session starts in Chaport
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
- The flow triggers when a new chat is started in Chaport.
- Zoho Flow creates or updates a lead in Customerly.
Create a lead entry in Customerly for each new chat session initiated in GoSquared
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
- The flow triggers when a new live chat message is received in GoSquared.
- Zoho Flow creates or updates a lead in Customerly.
Create a lead in Customerly for new chat sessions in LiveChat
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
- The flow triggers when a new chat is created in LiveChat.
- Zoho Flow creates or updates a lead in Customerly.
Build your own Customerly integrations
Connect Customerly with over 850+ 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
Send message
Sends a message to the specified email address
Create or update lead
Creates or updates a lead
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.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
