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.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.Microsoft Exchange Integrations
Customerly + Microsoft ExchangeCreate Event to Microsoft Exchange from New Lead in Customerly Read More...
Customerly + Microsoft ExchangeCreate Event to Microsoft Exchange from New User in Customerly Read More...
Microsoft Exchange + CustomerlyCreate or Update Lead to Customerly from New Email in Microsoft Exchange Read More...
Microsoft Exchange + CustomerlyCreate or Update User to Customerly from New Email in Microsoft Exchange Read More...
Microsoft Exchange + CustomerlyAdd User Tag in Customerly when New Email is created in Microsoft Exchange Read More...
It's easy to connect Customerly + Microsoft Exchange without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Calendar Event Start
New Calendar Event
Updated Calendar Event
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Microsoft Exchange is a widely used system in the corporate world. It has several features that make it very convenient for companies to use it. The many features of Microsoft Exchange include its ability to play an important rpe in the company’s operations by providing instant messaging, calendar, mail and document management.
The integration of Customerly with Microsoft Exchange makes it easier for companies to utilize these features. In addition, it reduces the cost of operating a business as well as the amount of time employees will spend on managing their work. At the same time, by using Customerly with Microsoft Exchange, it is possible to improve the efficiency of the employees as well as their productivity.
By integrating Customerly with Microsoft Exchange, it is possible for a company to manage its business more easily. This integration provides a platform where contacts, calendar, email and documents can be managed effectively. Furthermore, it eliminates the need for various applications that are commonly used in a business organization. For example, instead of using Google Calendar, Outlook Calendar and Office 365 Calendar, a company can use Customerly which integrates all of them into one calendar. In addition, telephone calls can be made from the Customerly application which eliminates the need of using Skype or other similar application.
In addition, Customerly provides a platform for a company to manage everything about its customers and prospects. The information given by customers and prospects is automatically updated in the CRM section of Customerly . In this way, customers who have purchased items from a company previously or have inquired about certain products or services can be easily identified. This is particularly useful for companies that often provide discounts and promotions to their customers. In such cases, they can send discount coupons to those who have already purchased from them before and those who have expressed interest in buying their products. Discounts can also be sent to those who belong to groups such as those who are likely to buy accessories along with a phone or those who may be interested in joining loyalty programs related to a product they purchased earlier.
In addition, the integration of Customerly with Microsoft Exchange provides companies with email templates and auto-response messages. These templates make it easier for companies to send prompt replies to their customers and prospects. The auto-response messages give prompt answers to the frequently asked questions of customers and prospects such as how long it will take before they can receive their orders or why their emails are not being replied promptly. This reduces the workload of employees as most of them do not require writing lengthy emails for generic answers that can be given using pre-written responses.
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