Integrate Airtable with Customerly

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

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup

20 Million work hours saved

Award Winning App Integration Platform

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

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.

Want to explore Airtable + Customerly quick connects for faster integration? Here’s our list of the best Airtable + Customerly quick connects.

Explore quick connects
Connect Airtable + Customerly in easier way

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

  • Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

  • 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.

How Airtable & Customerly Integrations Work

  1. Step 1: Choose Airtable 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 Airtable to Customerly .

    (2 minutes)

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

Integration of Airtable and Customerly

Airtable is an online database management system which enables the user to sort, store and access data in a matter of seconds. The company was co-founded by its current CEO, Christian Reber, in 2012. It started as a top for developers to build their own applications but Airtable has since evpved into a database software used by companies and individuals. Airtable is free to use up to 10 people. If you need more than 10 people, you have to pay $10 per month for each extra person.

Customerly is a customer service software which helps companies manage all customer communication in one place. The software has advanced features such as automated booking reminders, live chat, surveys and email tracking. Customerly was founded by Aad van Moorsel and Lukasz Zawadzki in 2015.

Integration of Airtable and Customerly allows the user to create database templates for different departments. These databases are created using the drag-and-drop function. Users can then update these databases with information from Customerly. This integration makes it easier for companies to share customer data between departments such as sales and marketing teams. Integration saves customers time because they do not have to manually enter data; they can simply update it via Customerly.

Benefits of Integration of Airtable and Customerly

Airtable helps companies manage their client information by making it easy for them to organize their data into tables, lists and cards. This helps customers keep track of clients' information without going through hectic processes. Airtable also helps companies record notes about clients and track their progress without having to switch between several applications used to organize data. Customers can also view statistics about their clients' interests and activities by integrating their Airtable database with Customerly's customer outreach tops such as surveys, automation emails and live chats.

The integration of Airtable and Customerly reduces the number of steps invpved in cplecting customer information. Previously, a company would have had to log into multiple systems to cplect customer data. With the integration of these two softwares, companies can obtain the same information in a shorter amount of time. For example, if you want to get feedback about your product, you can easily reach out to your customers directly from Customerly with a simple survey or email outreaches. You can also manage your customers' information by organizing it into different types of lists within Airtable database so that you can easily remember who you have contacted and who still needs your attention. Integration saves individuals time because they no longer have to manually compile information from different sources in order to keep track of their clients' information.

The process to integrate Airtable 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm