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Chatter + Customerly Integrations

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

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

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

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 Chatter + Customerly

  • Chatter Customerly

    Chatter + Customerly

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

    Chatter + Customerly

    Create or Update User to Customerly from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter New Topic
     
    Then do this...
    Customerly Create or Update User
  • Chatter Customerly

    Chatter + Customerly

    Add User Tag in Customerly when New Topic is created in Chatter Read More...
    Close
    When this happens...
    Chatter New Topic
     
    Then do this...
    Customerly Add User Tag
  • Chatter Customerly

    Chatter + Customerly

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

    Chatter + Customerly

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

    Chatter + {{item.actionAppName}}

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

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

    Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • 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 Chatter & Customerly Integrations Work

  1. Step 1: Choose Chatter 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 Chatter to Customerly .

    (2 minutes)

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

Integration of Chatter and Customerly

Chatter is a Customer relationship management (CRM. system. It is used to track and monitor the customers and their activities. It is a platform that has been integrated with Salesforce.com to improve customer service and communication. Chatter is an internal platform for employees of Salesforce.com. In addition, it can be used to monitor social media platforms like Twitter and Facebook.

Customerly is a customer engagement platform for businesses. It is used to engage and interact with customers. It consists of features like Salesforce.com, social media monitoring, e-mail marketing, website tracking, CRM integration, etc. Customerly integrates with all the major social media platforms like Twitter, Facebook, Pinterest, LinkedIn, Google+, and YouTube.

  • Integration of Chatter and Customerly
  • Integration of Chatter and Customerly can create a better relationship between the company and its customers. This integration can make sure that the company always has insight into what customers think about the company’s products or services. Salesforce.com uses this integration platform to have a better understanding of its customer’s interests and concerns. The company uses this information to then develop sputions for them. In addition, it allows the company to communicate with its customers in real time through the use of its Chatter application.

  • Benefits of Integration of Chatter and Customerly
  • The Benefits of Integration of Chatter and Customerly are;

    • Salesforce.com can communicate with its customers anytime via Chatter. This will give them a better understanding of the customer’s needs and preferences. Thus, they can help the company develop better products and services for their customers.
    • This integration will help Salesforce.com keep a track of what customers say about the company on social media sites or blogs, so that they can respond immediately if there is any negativity about the company or its services or products. This will make the customers feel more valued by the company.
    • Companies can get an insight into what their potential or existing customers are saying about them via their social media accounts on Facebook, Twitter, LinkedIn ,etc., when these are integrated with Customerly . This will allow them to respond quickly to any negative comments from such customers, in order to win them back before it is too late . Thus, companies will be able to get more positive feedback from their customers, and they will also be benefited from such feedback to improve the quality of their products or services in the future .
    • Companies can gain an insight into what its competitors are doing through Social Media Monitoring and track what their customers are saying about them on Facebook ,Twitter ,Google + ,etc . This will help companies understand their competitors better ,so that they can plan their strategies accordingly to beat them .
    • The integration of Chatter and Customerly will help companies know what kind of content really attracts their customers and what type of content do not work at all . They can use this information to take decisions about their marketing strategies in the future .
    • Companies can increase its sales by using the data cplected from social media sites like Facebook or Twitter . For example ,Salesforce .com can use this data to promote offers to its existing customers .

    The process to integrate Chatter 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.