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Integrate Customerly with Freshservice

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

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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 Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

Freshservice Integrations
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Best ways to Integrate Customerly + Freshservice

  • Customerly  Integration Customerly  Integration

    Freshservice + Customerly

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

    Freshservice + Customerly

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

    Freshservice + Customerly

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

    Freshservice + Customerly

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

    Freshservice + Customerly

    Create or Update User to Customerly from New Ticket in Freshservice Read More...
    Close
    When this happens...
    Customerly  Integration New Ticket
     
    Then do this...
    Customerly  Integration Create or Update User
  • 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 + Freshservice in easier way

It's easy to connect Customerly + Freshservice 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 Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

    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.

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

How Customerly & Freshservice 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 Freshservice 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 Freshservice.

    (2 minutes)

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

Integration of Customerly and Freshservice

Customerly

Customerly is a SaaS platform that provides businesses with insights and analytics on their customers in order to help them improve customer experience. However, the company was acquired by Freshservice in January 2018.

Freshservice

Freshservice is a cloud-based software company that specializes in cloud ERP management. It offers a wide range of software products like Freshdesk, Freshservice, Freshsales, Freshcaller etc. In addition, Freshservice also has its own cloud infrastructure. This allows it to provide its customers with additional resources such as data storage and web hosting.

Integration of Customerly and Freshservice

Customerly has been integrated with Freshservice, which means that the two platforms are now connected. This integration will give the users of both companies access to all the benefits of the two platforms. These benefits include the fplowing:

Increased Customer Engagement

Gather Feedback from Customers

Analyze Customers’ Data for Better Decision Making

Automate Activities for Relevant Customers

Benefits of Integration of Customerly and Freshservice

Benefits of Integration of Customerly and Freshservice

Apart from the above mentioned integration benefits, there are many other benefits that can be obtained through integration between Customerly and Freshservice. The benefits include the fplowing:

Customers Reviewing System (CRS)

Customer Service Automation using Workflows and Processes

Freshservice – Software as a Service (SaaS. Platform for Financial and Banking Sector Companies

The process to integrate Customerly and Freshservice 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.