Integrate Agendor with Customerly

Appy Pie Connect allows you to automate multiple workflows between Agendor and Customerly

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About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

About Customerly

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

Best Agendor and Customerly Integrations

  • Agendor Integration Customerly  Integration

    Agendor + Customerly

    Create or Update Lead to Customerly from New Person in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Person
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Agendor Integration Customerly  Integration

    Agendor + Customerly

    Create or Update User to Customerly from New Person in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Person
     
    Then do this...
    Customerly  Integration Create or Update User
  • Agendor Integration Customerly  Integration

    Agendor + Customerly

    Add User Tag in Customerly when New Person is created in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Person
     
    Then do this...
    Customerly  Integration Add User Tag
  • Agendor Integration Customerly  Integration

    Agendor + Customerly

    Create or Update Lead to Customerly from New Organization in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Organization
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Agendor Integration Customerly  Integration

    Agendor + Customerly

    Create or Update User to Customerly from New Organization in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Organization
     
    Then do this...
    Customerly  Integration Create or Update User
  • Agendor Integration {{item.actionAppName}} Integration

    Agendor + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agendor + Customerly in easier way

It's easy to connect Agendor + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agendor & Customerly Integrations Work

  1. Step 1: Choose Agendor as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Customerly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agendor to Customerly .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agendor and Customerly

Agendor?

Agendor is an open source project that has been developed by the core team members of Salesforce.com It was created to provide a reliable and flexible framework for developers to combine them with existing applications with ease.

Customerly is an online customer service spution that helps organizations to deliver high quality customer service. It offers a full suite of communication tops and CRM capabilities that can help your organization to connect with customers in a more efficient way.

The integration of Agendor and Customerly will be able to improve overall customer service experience. Customerly provides a detailed insight on the customer behavior which can be used as data to create powerful reports. This data will help Agendor to intelligently automate customer responses. This will reduce the time spent on manual handling of the contacts and eventually, enhance the customer satisfaction.

  • Integration of Agendor and Customerly .
  • Integration of Agendor and Customerly will help organizations to improve overall customer service experience. It will allow administrators to set up multiple workflows to automate the process of responding to different issues across different channels like email, phone calls etc.

  • Benefits of Integration of Agendor and Customerly .
  • The integration of Agendor and Customerly will enable businesses to respond faster to customer queries, thus improving their customer service. Also, it will help businesses to cut down their cost related to customer service because most of the work will be automated.

    The process to integrate Agendor 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.