Integrate Customerly with MongoDB

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

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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 MongoDB

MongoDB is an open-source document-based database management tool that stores data in JSON-like formats. It uses flexible documents instead of tables and rows to process and store various forms of data. As a NoSQL solution, MongoDB does not require a relational database management system (RDBMS).

Want to explore Customerly + MongoDB quick connects for faster integration? Here’s our list of the best Customerly + MongoDB quick connects.

Explore quick connects
Connect Customerly + MongoDB in easier way

It's easy to connect Customerly + MongoDB 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 Collection

    Triggers when you add a new collection.

  • New Database

    Triggers when you add a new database.

  • New Document

    Triggers when you add a new document to a collection.

  • New Document (Custom Query)

    Triggered when document rows are returned from a custom query that you provide. Advanced Users Only

  • New Field

    Triggers when you add a new field to a collection.

  • 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.

  • Create Document

    Create a new document in a collection of your choice.

How Customerly & MongoDB 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 MongoDB 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 MongoDB.

    (2 minutes)

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

Integration of Customerly and MongoDB

  • Customerly ?
  • Customerly is a CRM application which helps customer care executives manage their contacts in a simple and efficient manner. CRM stands for customer relationship management, which helps the customer care executive to manage his client’s data and to respond with personalized messages. In this application, data is stored in a database. Since the database stores all the information needed by the application, it is very important that it should be reliable and accessible from anywhere with an internet connection. This makes it a good candidate for a NoSQL database like MongoDB.

  • MongoDB?
  • MongoDB is a document oriented database system with a document-based structure. It has the ability to store any type of document irrespective of its format or structure. It also supports replication and high availability. MongoDB is open source, free to use and includes many other useful features. Due to this, companies like SingleHop, Cloud8 Sputions, etc. use it as their preferred spution to build applications like Customerly .

  • Integration of Customerly and MongoDB
  • Integration of Customerly and MongoDB is done by storing data in MongoDB through Customerly . The documents are stored in MongoDB by fplowing the naming convention mentioned below:

    "customer_id". "cust_id"

    This means that for every contact detail like name or address, there will be two documents created - one each for name and address. An example for this would be:

    "customer_id". "cust_id", "name". { "_id". "name", "givenName". "given_name", "familyName". "family_name", "fullName". "given_name + family_name" }, "address". { "_id". "address", "streetAddress". "street_address", "houseNumber". "house_number", "locality". "locality", "region". "region", "postalCode". "postal_code" } }

    This also means that two NoSQL databases are used - one for name and another for address. This helps us to understand the advantages of using MongoDB over traditional relational databases like MySQL .

  • Benefits of Integration of Customerly and MongoDB
  • Customerly has many benefits over traditional systems. Some of them are listed below:

    It provides near real time search capability for data stored in MongoDB . This helps the customer care executive to find the required information quickly without spending too much time searching through the database. It has better performance than SQL databases due to its built-in indexing mechanism which gives faster results when searching for data. It also provides better scalability since it is an open source system and can be modified according to our needs. It is easy to implement since it does not require complex coding for importing data. It is highly customizable, so no extra effort is needed for modification. It is cheaper because there are no licenses needed to use it.

    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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am