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.
Triggers when a new lead is created.
Triggers when a new user is created.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
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.
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.
Click Continue to reconfirm the Customerly account integrated 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.