ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.Customerly Integrations
ActiveCampaign + CustomerlyCreate or Update Lead to Customerly from New or Updated Contact in ActiveCampaign Read More...
ActiveCampaign + CustomerlyCreate or Update User to Customerly from New or Updated Contact in ActiveCampaign Read More...
ActiveCampaign + CustomerlyAdd User Tag in Customerly when New or Updated Contact is created in ActiveCampaign Read More...
ActiveCampaign + CustomerlyCreate or Update Lead to Customerly from New Contact Note in ActiveCampaign Read More...
ActiveCampaign + CustomerlyCreate or Update User to Customerly from New Contact Note in ActiveCampaign Read More...
It's easy to connect ActiveCampaign + Customerly without coding knowledge. Start creating your own business flow.
Triggers when a new contact note is added.
Triggers when a account is added or existing account's details are updated.
Triggers when a new contact is added or existing contact's details are updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Adds new contact note.
Creates a new contact.
Update an existing contact.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
ActiveCampaign is an email marketing automation platform that allows users to manage their database, send out newsletters, automations and more. It provides customers with a web-based interface for managing multiple users and customer lists. ActiveCampaign also provides users with access to the API so they are able to develop custom features as well as integrate the software with other tops.
Customerly is a CRM platform that is built on top of ActiveCampaign. Instead of using ActiveCampaign’s website for managing leads and contacts, Customerly customers use a customized website powered by WordPress. This allows users to create custom forms, landing pages and more.
Integrating ActiveCampaign and Customerly is quite simple. Both platforms can be connected via the API and there are numerous guide on the process. The process of integrating these two platforms is mainly limited by each user’s individual coding skills. There are also some third party plugins that can make the process easier, but they may require a fee when used.
In order to ensure that each individual gets the most out of our integration we came up with a set of guidelines. These guidelines are meant to help inform you of how you should manage your contact list and helps prevent you from overlooking certain data. The fplowing guidelines will be broken down into two categories, standard guidelines and advanced guidelines. These guidelines will help you get started with setting up your account integration. They are designed to be fplowed in order and help you prepare your account for integration.
The process to integrate ActiveCampaign and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.