Customerly + Kintone Integrations
Syncing Customerly with Kintone is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
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 Kintone
Kintone is an all-in-one workplace platform that allows highly collaborative teams to build, share, and automate custom workflows and processes for data-driven results
Kintone IntegrationsIt's easy to connect Customerly + Kintone without coding knowledge. Start creating your own business flow.
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New LeadTriggers when a new lead is created.
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New User
Triggers when a new user is created.
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New RecordTriggers when a new record is created.
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
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Add Comment
Adds a new comment into 1 record of an app.
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Create Record
Creates a record.
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Update Record by Record ID
Updates details of 1 record of an app by specifying its record number.
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Update Status
Updates the Status of 1 record of an app.
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How Customerly & Kintone Integrations Work
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Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Kintone as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Customerly to Kintone.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Customerly and Kintone
Customerly is a business application for customer support that helps companies to manage their customers from one platform. It is a customer service software that has the ability to integrate with other applications as well as other services. In other words, Customerly can be integrated with different applications and services to help businesses to create a unified customer experience across all channels at a time.
Kintone is a web-based customer relationship management top for small and mid-sized businesses. With Kintone, you could create a professional business website and connect it with your business data automatically. You could customize your contact center or knowledge base by importing customized templates from the Kintone Gallery. You could also customize your Kintone interface by uploading photos. In addition, you could customize your own workflows to build an organization-specific workflow to fit your business needs. It is powerful yet easy-to-use.
To integrate Customerly 、with Kintone, you need to go through the fplowing steps:
Step1. Go to the App Store on Kintone and search for “Customerly”，then click “Install” in the pop-up page. After the installation, the “Customerly”app will appear on your topbar in Kintone.
Step2. Click "Customerly"on the topbar in Kintone. Press the “Connect Account” button on the pop-up page. Then you will see the “Customerly”page with your Customerly account information. Click the link “Sign in with Customerly”and enter your customerly account information (UserName/Password. to log in Customerly，then you will be redirected back to Kintone where you will see your account information in Customerly (including Company Name, Organization, Team name.
Step3. Click the drop-down menu on the ribbon of your Company in Kintone and choose "Attach". On the pop-up page, choose "Customerly"and click "Choose". Then you will see all of your Accounts in Customerly are listed on the pop-up page. Click one of your accounts then click "OK" button to attach that account to Kintone. On the next page, press "Add". Then you have successfully integrated your Customerly account with Kintone！Now you can click the "View" button on the pop-up page beside each account to view all of your conversations in Customerly on Kintone.
Step4. To be able to switch between accounts easily, press the drop-down menu on the ribbon of your Company in Kintone and choose "Switch". On the pop-up page, select "Customerly"and click "Choose". Then you will see all of your accounts are listed on the pop-up page. Click one of your accounts then click "OK" button to switch to that account.
The process to integrate 403 Forbidden and 403 Forbidden 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.
