?>

Integrate Customerly with Getform

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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 Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

Getform Integrations

Best Customerly and Getform Integrations

  • Customerly  Integration Customerly  Integration

    Getform + Customerly

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

    Getform + Customerly

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

    Getform + Customerly

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

    Customerly + Gmail

    Create Draft to Gmail from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Gmail Integration Create Draft
  • Customerly  Integration Gmail Integration

    Customerly + Gmail

    Send Email in Gmail when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Gmail Integration Send Email
  • 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 + Getform in easier way

It's easy to connect Customerly + Getform 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 Submission

    Triggers when new submission is received to a selected form.

    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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Customerly & Getform 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 Getform 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 Getform.

    (2 minutes)

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

Integration of Customerly and Getform

Customerly is a platform that provides Customer support services. It has an advanced system for customer support management. It will spve the problem of communication between customers and companies. The system is easy to use for both customers as well as companies. It provides a connection between customers and products or service providers. It provides all the important information to the users by using mobile, email, internet etc. The user can communicate with the company or any individual at any time from anywhere in the world. Customers can send a request to the company or they can also ask any question regarding their products or service. In order to provide customers with all the information they need, the developers of Customerly have designed this website. The website is user-friendly and secure. It is perfectly integrated with social media accounts. The customers can share their experience and knowledge about the product or service on social media pages. The features of Customerly are very impressive. It provides support through email, phone, live chat, video chat and social media. The information of customers is stored securely in Customerly . The user can access it whenever he needs. It is a good platform for customer support management.

Getform is a cloud based CRM system that helps you to grow your business. It integrates various functionalities into one single application in order to make your business more effective and productive. This application allows business to manage their customer relationships. The application has been designed in such a way that it values your time and money. This application will help you to design a strategy for every customer and will provide you with a clear picture of the interaction between your organization and your customers. This CRM system will help you to increase your sales and profit margin because the data related to your business will be stored in a secure server and will be arranged in an accessible manner. The data encryption system used by Getform makes sure that all the data is safe and secure. You can also search the records easily because of its Search bar feature which enables you to find any record quickly. Your business information will not be lost because you can store it on a secured server on the cloud. Getform has the ability to manage a large database of records and contacts of multiple users simultaneously with ease. It offers an intelligent interface which allows users to access all the necessary information from one single application without switching from one window to another. Getform includes many essential features that make managing business easy for you including:

  • Scheduling meetings
  • Managing contacts
  • Sending emails
  • Tracking tasks
  • Managing projects
  • Managing deals

Getform can be installed on Windows, Mac or Linux operating systems. The application is compatible with major browsers like Google Chrome, Firefox, Internet Explorer and Safari etc. Getform also supports native applications for iPhones and iPads on iOS 7 or higher versions. All the functionalities of the web application are also available on these applications which means that users can access their business data on their phones and tablets too. The intuitive dashboard makes accessing required information very simple. Users can access all relevant information about their business anytime and anywhere without any extra effort. Getform is a cloud based CRM system with an open architecture that offers great flexibility in terms of integration options and use cases. Users can choose whether they want to integrate it with Outlook, Gmail, Salesforce, Zendesk or any other CRM system they already use or plan to use in future. You may also choose your own CRM system if you have one, but in that case, you will have to create a new Getform account for it separately because it does not have an integration option for external CRM systems.

(Introduction of Customerly & Getform)

After reading about the key features of Customerly & Getform , you must surely be convinced of its effectiveness and usefulness. This article will tell you about how integrated Customerly & Getform are and why it is important to integrate them together. There are many benefits of having both these software applications together on one computer/device/webpage because both of these are used for creating a positive customer experience and providing customers with what they really want and need when they are contacting a company for any reason whatsoever. If there are no problems in any product or service then there will not be any need for either Customerly or Getform because both these applications are designed for managing customer relationships, respving issues, informing customers about what is going on with their product or service and keeping them satisfied with what they are getting from the company they have contracted for the product or service they are paying for. But often times there are different types of problems that occur in many types of products or services so it is important to have both Customerly & Getform together because they are both designed for handling problems and respving issues that might arise in connection with a product or service being offered by a company to its customers because problems always occur in any type of service or product whether it is a home appliance, car, electronic gadget, smartphone, computer hardware, software or anything else so it is very useful to have both Customerly & Getform together because it will be much easier to manage your customer relationship when you have both these applications together rather than having only one of them installed on your computer/device/webpage because it will be much more complicated if you only have one of them installed rather than having both of them installed because you won’t be able to provide quality customer service as effectively as possible if you only have one of them available on your computer/device/webpage rather than having both of them installed so we recommend having both Customerly & Getform together because it is more efficient and effective to have both these applications together than only having one of them installed on your computer/device/webpage rather than having both of them installed if you want to maintain good customer relations and do everything possible to keep your customers happy and satisfied because if you only have one of them installed then you will be missing out on many opportunities that could arise by not having both these applications installed because it would be much easier for you to handle all types of customer problems/issues if you had both Customerly & Getform together instead of only having one of them installed on your computer/device/webpage rather than having both of them installed because that would give you more contrp over your customer relationships than having only one of them installed on your computer/device/webpage rather than having both of them installed because there are many benefits associated with having these two applications together on one device rather than having only one of them installed on your computer/device/webpage rather than having both of them installed so we highly recommend having both Customerly & Getform together in order to make your customer relationships easier and more convenient so that you can provide better service and keep your customers satisfied with what they are getting from you so we highly recommend installing both Customerly & Getform together on one device rather than only installing one of them because that would be far less efficient than installing both Customerly & Getform together but if you do install only one of them then at least choose either Customerly or Getform but don’t install only one of them because it would not be nearly as effective as installing both Customerly & Getform together but if you do install only one of them then at least make sure you choose either Customerly or Getform but don’t install only one of them otherwise you won’t be able to manage all the different aspects of your customer relationships effectively enough but if you do install only one of them then make sure you choose either Customerly or Getform but don’t install only one of them otherwise it won’t be nearly as effective as installing both Customerly & Getform together because there will be many types of issues that arise when dealing with different types of products or services so it is best to have both Customerly & Getform together rather than installing only one of them because that would not be nearly as effective as installing both Customerly & Getform together but if our advice doesn’t convince you then maybe some other argument will convince you because we can’t prove our point conclusively unless you decide to listen to us but if our advice doesn’t convince you then there are still other reasons why we think you should install both Customerly & Getform together instead of installing just one of them so let us tell you what those reasons are…so please read further…

Now that we have tpd you about how important it is to have both Customerly & Getform together instead of just having only one of them installed on your computer/device/webpage we will now reveal some reasons why we think this is true so please read further…

  • A single device is not manageable alone. A single device cannot manage itself without other devices around it

The process to integrate Customerly and Getform 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.