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Apptivo + Customerly Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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 ways to Integrate Apptivo + Customerly

  • Apptivo Customerly

    Apptivo + Customerly

    Create or Update Lead to Customerly from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Customerly Create or Update Lead
  • Apptivo Customerly

    Apptivo + Customerly

    Create or Update User to Customerly from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Customerly Create or Update User
  • Apptivo Customerly

    Apptivo + Customerly

    Add User Tag in Customerly when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Customerly Add User Tag
  • Apptivo Customerly

    Apptivo + Customerly

    Create or Update Lead to Customerly from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Customerly Create or Update Lead
  • Apptivo Customerly

    Apptivo + Customerly

    Create or Update User to Customerly from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Customerly Create or Update User
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Apptivo & Customerly Integrations Work

  1. Step 1: Choose Apptivo 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 Apptivo to Customerly .

    (2 minutes)

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

Integration of Apptivo and Customerly

Apptivo

Apptivo is a company that was founded in 2010. The company provides cloud-based customer service software. Apptivo has software that satisfies the needs of small and medium-sized business customers (SMB. The company’s customer service software includes mobile applications, call center automation, and email marketing. The Apptivo’s customer service software has been used by companies such as Google, Microsoft, and Hilton Worldwide.

Customerly

Customerly is a company that was founded in 2014. The company provides cloud-based customer service software. Customerly’s customer service software includes mobile applications, call center automation, and email marketing. The Customerly’s customer service software has been used by companies such as Dell, Vodafone, and Enterprise Hpdings.

Integration of Apptivo and Customerly

Integration of Apptivo and Customerly was achieved by using Apptivo’s application programming interfaces (APIs. The integration of Apptivo and Customerly allows for the development of new companies that are built on the foundation of the two companies’ customer service software. Both companies have similar software for customer service. The integration of Apptivo and Customerly would benefit customers that use both companies’ software. By integrating their systems together, the two companies can provide a more seamless experience for their customers. Customers will be able to use the services provided by both companies without having to worry about switching between different software platforms when they need to contact either company.

The integration of Apptivo and Customerly will also allow companies that use both companies’ software to have a better understanding of their customers. Companies that use both companies’ software will be able to see how they can improve their customer service experience. Customers will have an easier time contacting the companies that they do business with because they will be able to use one system instead of switching between different systems used by the two different companies. Not only will this integration make it easier for customers to contact the companies that they do business with, but it will also ensure that the same person is always responding to the same issue from the beginning. Companies will be able to offer better customer service because they will know more about their customers. This integration could help companies provide a better experience for their customers and may encourage them to stay loyal to the company. Overall, this integration could be beneficial to both Apptivo and Customerly as well as their customers.

Benefits of Integration of Apptivo and Customerly

The benefits of integrating Apptivo with Customerly are many. One benefit of integrating these two systems together is that it would allow Apptivo and Customerly customers to use one software system instead of having to switch between multiple systems. This integration could benefit customers because they would not have to remember to open up a new application when they need to contact either company or if they need to contact multiple companies. Instead, they would have all of their information available in one place. Another benefit of integrating these two systems together is that it would allow the two different companies to have a better understanding of their customers. This could help both companies provide better customer service because they would be more knowledgeable about who their customers are and what kind of issues they might deal with. This integration could also allow both companies to provide a more streamlined customer experience because customers would be able to access both companies’ services through one platform instead of switching between different platforms. This integration would also make it easier for customers to contact the companies that they do business with. Overall, integrating these two systems together could benefit both Apptivo and Customerly as well as their customers.

In conclusion, integrating Apptivo with Customerly could bring many advantages for both the companies as well as their customers. Both Apptivo and Customerly have similar software platforms that allow their customers to easily communicate with them through emails, phone calls, mobile applications, and social media sites like Facebook and Twitter. However, if these two platforms were integrated together, then customers would have one integrated platform that they could use when communicating with either company or if they need to contact multiple companies at once. This integration could benefit customers because it would allow them to focus on dealing with just one company instead of having to switch between multiple systems used by different businesses when they need to contact those businesses or when they need to contact multiple businesses at once. It could also benefit customers because it would allow them to access information such as past interactions with these businesses, allowing them access to all of the information that they need while communicating with either company or multiple companies at once. For example, a customer could access his or her past interactions with a business if he or she needed to contact that business again about a previous issue he or she had with them or if he or she needed to contact multiple businesses at once. It could also benefit businesses because it would allow them easier communication with their customers since they would be able to access all of their information in one place instead of having to switch between multiple platforms while trying to communicate with these customers. Not only would this integration make it easier for businesses to communicate with their customers; but it could also motivate businesses to stay loyal to certain businesses since they would have more knowledge about their customers through this integration. Overall, this integration would bring many advantages for both Apptivo and Customerly as well as their customers and may encourage businesses to stay loyal to certain businesses since these businesses will know more about their customers through this integration

The process to integrate Apptivo 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.