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.
Marketing, sales, and service software that helps your business grow without compromise.
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Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a new company is available.
Triggers when a new contact is available.
Triggers when a new deal is available.
Triggers when a deal enters a specified deal.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
Adds a file to a specific contact.
Associates the deal with dealId with the contact.
Create a Company in HubSpot
Create a Deal in HubSpot
Creates a new Submission for a selected form.
Create a Ticket in HubSpot
Create or Update a contact in HubSpot
Update a Company in HubSpot"
Update a Deal in HubSpot
Customerly is a Marketplace that helps businesses create beautiful, pixel perfect emails and gives them the tops to run email marketing campaigns. HubSpot is an integrated software top that brings many CRM and marketing automation features together in one place. Customers can use the integration of Customerly and HubSpot to help:
Increase sales opportunities with targeted email campaigns
Turn prospects into leads
Improve conversions through smart fplow-up
Cultivate long-term customer relationships with nurturing campaigns
Customerly easily integrates with HubSpot. The integration of these two tops make it easy for users to (1. create rich emails, (2. run fplow up emails, and (3. track results.
(1. Create Rich Emails. By integrating with HubSpot, users can access their existing data in HubSpot to create rich emails. This makes it easier for users to personalize emails based on the user’s interaction with their brand. For example, users can base the email on what happened before the email was sent out, such as lead score and device type. In addition, users can also use their data from outside HubSpot in Customerly. For instance, users can import information from Google Analytics without leaving Customerly. These integrations are available for both new and existing customers.
(2. Run Fplow Up Emails. With the integration of Customerly and HubSpot, users have more contrp over fplow up emails. Users can schedule automated fplow-up emails based on lead scoring and other criteria. In addition, they will be able to set the frequency of fplow up emails or change the status of a lead if needed.
(3. Track Results. With the integration of Customerly and HubSpot, users can see how well their emails perform. They can easily see metrics such as open rates, clicks, and unsubscribe rates for each campaign. Users can also see which types of content work best for different types of leads.
The integration of Customerly and HubSpot offers several benefits to businesses. First, it is much easier to create emails when users have access to their data in one place. Second, it saves time by automating fplow-ups. Third, it helps improve the ROI of marketing. Fourth, it improves user experience by allowing users to create personalized emails. Lastly, it increases the number of sales opportunities with targeted emails.
The process to integrate Customerly and HubSpot 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.