Integrate Customerly with Revolut

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

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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 Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

Revolut Integrations
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Best Customerly and Revolut Integrations

  • Customerly  Integration Customerly  Integration

    Revolut + Customerly

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

    Revolut + Customerly

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

    Revolut + Customerly

    Add User Tag in Customerly when New Transaction is created in Revolut Read More...
    Close
    When this happens...
    Customerly  Integration New Transaction
     
    Then do this...
    Customerly  Integration Add User Tag
  • 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 {{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 + Revolut in easier way

It's easy to connect Customerly + Revolut 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 Transaction

    Triggers when you exchange, send or receive money.

    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.

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

How Customerly & Revolut 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 Revolut 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 Revolut.

    (2 minutes)

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

Integration of Customerly and Revolut

Customerly is a customer service management software that uses artificial intelligence to provide immediate and accurate responses to customer queries. It also uses a particular type of AI called machine learning to analyze data, identify patterns and develop new rules of engagement for customer service agents. Revput is a financial app and card provider that enables users to store money in different currencies, exchange currencies, send international payments and more.

The integration of Customerly and Revput will allow customers to ask questions about their accounts from within the app, providing better accessibility and ensuring the data cplected by Customerly is more accurate. Customers can now track real-time actions taken in Customerly by their personal customer representatives. This gives a better and more transparent view of how the agent is respving their issue.

This integration also enables customers to see previously closed cases within the Customerly dashboard. This allows them to gain insight into what actions were taken on their behalf by their representative. The customer is now able to view previously closed cases in the chat panel, with the option of sending an email or calling the Customerly support team.

Customerly and Revput have made it easier for customers to communicate with the customer service team without having to remember what they need to do. Instead, they can just access all their information within one app. This integration provides customers with a better insight into their interactions with the Customerly support team, which has resulted in increased satisfaction with the service.

The process to integrate Customerly and Revput 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.