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.
Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.Alegra Integrations
Customerly + AlegraSend Estimate in Alegra when New Lead is created in Customerly Read More...
Customerly + AlegraSend Invoice in Alegra when New Lead is created in Customerly Read More...
It's easy to connect Customerly + Alegra without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a new contact is created.
Triggers when a new estimate is created in Alegra.
Triggers when a new invoice is created.
Triggers when a new product or service is created.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Crear un contacto nuevo. Creates a new contact.
Crear una nueva cotización. Creates a new estimate.
Crear una nueva factura de venta. Create a new invoice.
Create a new Invoice Payment. Crear un nuevo pago a factura.
Crear ítem en Alegra. Create a Item in Alegra.
Crear un impuesto para ítems. Create a Tax for Items.
Enviar una cotización por correo. Send an estimate via email.
Enviar una factura por email. Send an invoice by email.
Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
Actualizar un ítem en Alegra. Update an item in Alegra.
Customerly and Alegra are the leading software providers for customer engagement. The integration of these two platforms will provide an innovative spution that enables organizations to engage with their customers in a way that has never been done before, improving retention rates and bringing in new customers.
Alegra’s sales engagement platform provides an opportunity for companies to identify the best leads and make sure they are closing more deals. However, few companies have the expertise or time to use API integrations to their fullest potential. With Customerly, however, API integrations become easier than ever. Customerly can easily integrate with Alegra, making it easier for companies to drive the maximum value out of their data.
In addition to making integration easy, Customerly makes it valuable for companies by providing additional insight about its customers. For example, Customerly can analyze a company’s sales calls and give the sales team feedback on areas in which they could improve their approach. This type of analysis is not possible when integrating with a traditional CRM system.
The integration of Customerly and Alegra will make companies more productive and allow them to increase their revenue. Without this integration, companies are forced to resort to pd-fashioned ways that are less efficient and less effective than modern technpogy sputions such as Customerly.
The process to integrate Customerly and Alegra 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.