Integrate Customerly with SalesBinder
Send information between Customerly and SalesBinder automatically, without writing any code, using Zoho Flow.
Build your own integrations between Customerly and SalesBinder
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Supported triggers and actions
Integrate Customerly and SalesBinder using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Inventory item created
Triggers when a new inventory item is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
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 notes
Creates a new note to selected record
Create contact
Creates a new contact
Create account
Creates a new account (customer, prospect or supplier)
Create inventory item
Creates a new inventory item
Update contact
Updates the details of an existing contact
Update account
Updates the details of an existing account (customer or prospect or supplier)
Update inventory item
Updates the details of an existing inventory item
Fetch contact
Fetches the details of an existing contact using ID
Fetch account
Fetches the details of an existing account (customer or prospect or supplier) using ID
Fetch inventory item
Fetches the details of an existing inventory item
Search account
Searches for the details of an existing account
Search inventory item
Searches for the details of an existing inventory item
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.
Similar apps
What is SalesBinder?
SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.
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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.
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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 >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
