Integrate Customerly with PDF4me

Appy Pie Connect allows you to automate multiple workflows between Customerly and PDF4me

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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 PDF4me

PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.

Want to explore Customerly + PDF4me quick connects for faster integration? Here’s our list of the best Customerly + PDF4me quick connects.

Explore quick connects

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Connect Customerly + PDF4me in easier way

It's easy to connect Customerly + PDF4me 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.

  • 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.

  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

How Customerly & PDF4me 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 PDF4me 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 PDF4me.

    (2 minutes)

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

Integration of Customerly and PDF4me

Customerly is a software that allows you to convert your already existing customer database into a customer relationship management software. The concept of this software was developed in March, 2013. It was developed by an Australian company named Customerly Pty Ltd.

According to their website, Customerly offers a number of features. These features include:

  • It requires no set up fees.
  • It has an affordable monthly fee.
  • It can be used in any industry.
  • It allows the user to customize it according to their business needs.
  • It can be used to get a better understanding of your customers.
  • It can be used to manage your leads and your customers with ease.
  • It can be used to understand the customer journey of each customer and thus to customize your marketing efforts accordingly.
  • It allows you to track how long each customer stays on your site, what pages they visit, how they got there and more.
  • It allows you to analyze your customer database and thus, you can know which customers are worth keeping and which ones should be discarded.
  • It gives you an overview of your new and returning customers on a single dashboard.

PDF4me is another software that allows you to convert your PDF documents into a format that can be easily read by anyone who uses a mobile device or computer. Their website states that PDF4me is a cloud based service that converts PDF files into HTML5 that can be viewed on any mobile device or Windows or Mac computers. Their service also allows you to create eBooks from your PDF documents.

Integration of Customerly and PDF4me will provide the fplowing benefits:

  • A one-stop spution for all your business needs. The main benefit of integrating these two services is that it provides the user with a one-stop spution for all his/her business needs. With these two software’s integrated, the users can manage their clients, generate leads, and create eBooks from their PDFs without having to install different softwares for each of these functions. This not only makes things easier for the users but also reduces the time it takes for them to do their jobs.
  • Better understanding of clients. Another benefit of integrating these two software’s is that it will allow the users to have a better understanding of their clients and their needs. By using these two software’s together, the users will be able to track how and where the clients find them and thus, will be able to customize their marketing strategies accordingly. Since PDF4me can automatically add links to their clients and view their social media profiles, they will be able to understand how and how long each client stays on their site, what pages they visit and more. Customerly will also offer a better understanding of the customers as it will give them an overview of their new and returning customers on a single dashboard.
  • More efficient way of generating leads. The third benefit of integrating these two software’s is that it will allow the users to generate leads more efficiently. By using both these software’s together, the users will be able to cplect data from their clients, analyze it and target certain clients with customized marketing campaigns. This will save both time and money for the users as they will not have to invest in multiple softwares for each task they have to perform.

The process to integrate Customerly and PDF4me 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 March 29,2023 02:06 pm