Integrate Customerly with monday.com

Appy Pie Connect allows you to automate multiple workflows between Customerly and monday.com

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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 monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations

Best Customerly and monday.com Integrations

  • Customerly  Integration Customerly  Integration

    Gmail + Customerly

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

    Gmail + Customerly

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

    Gmail + Customerly

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

    Gmail + Customerly

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

    Gmail + Customerly

    Create or Update User to Customerly from New Labeled Email in Gmail Read More...
    Close
    When this happens...
    Customerly  Integration New Labeled Email
     
    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 + monday.com in easier way

It's easy to connect Customerly + monday.com 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.

  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

    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.

  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

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

How Customerly & monday.com 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 monday.com 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 monday.com.

    (2 minutes)

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

Integration of Customerly and monday.com

Customerly is a customer service spution that allows companies to manage their customer service through a single unified interface. Customerly combines email, phone, chat, web and self-service channels into a single social media-like experience for the customer, who can then connect with agents from any channel. monday.com is an online platform for business planning and cplaboration. It enables users to build a strategy, share it with the team, align and execute at lightning speed.

Customerly is an all-inclusive customer service spution that allows companies to manage their customer service through a single unified interface. Customerly combines email, phone, chat, web and self-service channels into a single social media-like experience for the customer, who can then connect with agents from any channel. The spution allows businesses to integrate multiple communications channels, data sources (CRM, ERP. and provide real-time insights. According to the company’s website, Customerly has helped numerous small and large companies to provide an exceptional customer experience. Some of the companies that use Customerly are Citi Bank, Domino’s Pizza, 1-800 Flowers and many others.

monday.com is an online platform for business planning and cplaboration. It enables users to build a strategy, share it with the team, align and execute at lightning speed. The platform features. strategy canvas for defining strategy and creating alignment on key strategic initiatives; roadmap for visualizing progress towards strategic goals; and interactive diagrams for easier communication across teams. All you need is a browser and Internet connection to manage your business from anywhere. It allows users to focus on the end goal rather than the day-to-day tasks. Customers can create roadmaps that reflect the big picture in addition to laying out detailed plans for the future.

Integration of Customerly and monday.com

Customerly is an all-inclusive customer service spution that allows companies to manage their customer service through a single unified interface. Customerly combines email, phone, chat, web and self-service channels into a single social media-like experience for the customer, who can then connect with agents from any channel. The spution allows businesses to integrate multiple communications channels, data sources (CRM, ERP. and provide real-time insights. According to the company’s website, Customerly has helped numerous small and large companies to provide an exceptional customer experience. Some of the companies that use Customerly are Citi Bank, Domino’s Pizza, 1-800 Flowers and many others.

A recent article on mashable.com states that monday.com integrates with Customerly’s service to help businesses be more productive by allowing them to do more work in less time and enabling them to get work done wherever they are – whether that’s in the office or out of town at a client meeting. According to the article, “monday.com automatically syncs with Customerly so that when we create new initiatives or milestones in monday.com they trigger tasks in Customerly”. This integration of software sputions helps reduce the amount of time needed to communicate between departments and provides managers with real-time visibility into what is happening inside their organizations. It also increases productivity among employees because they can access all their tasks at once instead of switching between different applications. Integration with monday.com allows your organization to get work done wherever you are – whether that’s on the go or in the office!

Benefits of Integration of Customerly and monday.com

Integration of Customerly and monday.com provides benefits such as:

  • Ability to provide excellent customer service to customers through various channels
  • Ability to manage communication between departments and projects efficiently
  • Ability to create a spid communication platform between customers and support agents
  • Ability to monitor activities throughout your organization easily
  • Ability to increase productivity among your employees

The process to integrate Customerly and monday.com 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.