Customerly Integrations & Workflow Automations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Customerly account with Appy Pie Connect

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  • Lightning Fast Setup
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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 Customer Service Contacts

  • mail

    Customerly Email Support

  • chat

    Customerly Live Chat Support

  • support_agent

    Customerly Call Center Support

    N/A

  • live_help

    Customerly Knowledge Base

  • forum

    Customerly Forum

    N/A

Social Media Support Contacts

Legal Contacts

  • fact_check

    Customerly Terms & Conditions

  • lock

    Customerly Privacy Policy

  • verified_user

    Customerly Security Policy

  • security

    Customerly GDPR

Other Links

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Here is a list of Customerly Triggers and Actions

How to Integrate Customerly with Appy Pie Connect

Follow these steps to Integrate Customerly :

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Customerly App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Customerly account API key

  6. Your Customerly app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Step By Step Customerly Integration Guide

  1. To integrate the Customerly app at Appy Pie Connect, search and select the app from the app directory available at Connect. Choose the service required and click Continue to move ahead with the integration.


  2. Click Connect an Account and enter the OAuth token of your registered Customerly account in the popup form at Appy Pie Connect. Click the Yes, Continue button after providing the correct details.


  3. Click Continue to reconfirm the Customerly account integrated at Appy Pie Connect.


Common Issues With Customerly At Appy Pie Connect

For now, there is no common issue related to the integration of Customerly at Appy Pie Connect. Kindly contact our support team online for further inquiries.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm