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Integrate Customerly with ConvertKit

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

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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.

About ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

ConvertKit Integrations

Best ways to Integrate Customerly + ConvertKit

  • Customerly  Integration ConvertKit Integration

    Customerly + ConvertKit

    Create or Update Purchase to ConvertKit from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    ConvertKit Integration Create or Update Purchase
  • Customerly  Integration ConvertKit Integration

    Customerly + ConvertKit

    Add Subscriber to Form in ConvertKit when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    ConvertKit Integration Add Subscriber to Form
  • Customerly  Integration ConvertKit Integration

    Customerly + ConvertKit

    Add Tag to Subscriber in ConvertKit when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    ConvertKit Integration Add Tag to Subscriber
  • Customerly  Integration ConvertKit Integration

    Customerly + ConvertKit

    Remove Tag From Subscriber in ConvertKit when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    ConvertKit Integration Remove Tag From Subscriber
  • Customerly  Integration ConvertKit Integration

    Customerly + ConvertKit

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    Actions
  • 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.

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & ConvertKit Integrations Work

  1. Step 1: Choose Customerly 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 ConvertKit 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 Customerly to ConvertKit.

    (2 minutes)

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

Integration of Customerly and ConvertKit

Customerly

Customerly helps you build a relationship with your customers by allowing you to communicate with them in a personalized way. You can send newsletters, announcements, promotions, product updates and more to customers through Customerly’s platform.

ConvertKit

ConvertKit is a system that allows you to market, grow and manage your email list. ConvertKit has everything you need to send email newsletters, automate your marketing and track the success of your email campaigns.

Integration of Customerly and ConvertKit

Customerly offers a step-by-step guide on how to set up your account with ConvertKit. The guide is easy to fplow, but it may be hard for customers to understand if they don’t know what exactly they are doing. If a customer doesn’t know technpogy very well, then they may need help from a professional.

ConvertKit offers some great functionality such as powerful automation and email sequences that allow you to send out warm emails to leads. It also offers a visual editor that allows you to create attractive emails. With this integration, users can manage their entire list on one platform. This makes it easier to manage your list because you only have to log into one place.

Benefits of Integration of Customerly and ConvertKit

This integration allows you to quickly and easily send out emails to customers on both platforms without leaving one or the other. You can also click on the individual link at the bottom of an email to view a customer’s information so that you can quickly go back and check on them. Additionally, you can send messages directly from within each platform so it’s easier to manage your customers.

Overall, this integration is a good way to market, grow and manage your email list. Customers can benefit from this integration if they want to increase their presence through email, but don’t want to learn two different platforms.

The process to integrate Customerly and ConvertKit 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.