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Customerly + moonclerk Integrations

Syncing Customerly with moonclerk 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.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About moonclerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

moonclerk Integrations
Connect Customerly + moonclerk in easier way

It's easy to connect Customerly + moonclerk 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 Payment

    Triggers when a payment has been made on MoonClerk.

  • New Recurring Plan

    Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.

    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.

How Customerly & moonclerk 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 moonclerk 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 moonclerk.

    (2 minutes)

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

Integration of Customerly and moonclerk

Customerly is a complete platform for high-velocity sales teams. It combines CRM, sales management and marketing automation software, plus Google and Salesforce integrations, in one easy-to-use cloud spution.

Our vision is to build an intuitive, intelligent spution that enables sales teams to deliver the best possible customer experience.

In today’s business world, there are many tops that help you manage your sales process. But none of them can do it all. You probably have Salesforce for sales management, QuickBooks for accounting and Basecamp for project management.

You know what happens next. countless hours spent manually entering data in all three systems and jumping back and forth between them. With Customerly, you can ditch your spreadsheets and do everything from one place.

Customerly was founded in 2012 by Ben Haggai and Andrew Hickey. Ben was a CTO at Bizzabo, a company that helps event organizers optimize communications with attendees via email, SMS and social networks. Andrew had previously founded Tandem Communications, an enterprise software company focused on customer engagement sputions that was later acquired by Accel-KKR.

Moonclerk was founded by Drew Oetting and Josh Greenbaum. Drew was previously founder of BostonTweetup, a social media conference that helped bring together thought leaders in the Boston tech community. Josh previously founded The HubSpotter, a SaaS platform for salespeople to understand their customers and prospects.

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http://www.customerly.com/ http://www.moonclerk.com/about/ https://www.youtube.com/watch?v=Zf4u7Bzm1DQ http://www.customerly.com/blog/2015/5/24/customerly-and-moonclerk-join-forces-to-create-the-ultimate https://www.youtube.com/watch?v=dQgJxYlGN8c

  • Integration of Customerly 以及 moonclerk
  • Customerly is the first complete sales platform to integrate seamlessly with its industry-leading customer relationship management (CRM. software moonclerk. CRM software is used by businesses to help them keep track of contacts, leads, deals and more.

    With this integration, Customerly users are able to view full contact information in moonclerk, log calls made using call recording functionality within Customerly and assign leads directly from moonclerk into Customerly’s lead pipeline with just a few clicks. It also allows users to merge lead info from both systems into one record without having to make duplicate entries or the need for manual data entry. Also, if you need to identify high-value or high-growth customers or accounts, you can now export those records into Microsoft Excel or other spreadsheet applications for further analysis or reporting purposes.

    Benefits of Integration of Customerly 以及 moonclerk

    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.