Integrate Customerly with Salesforce

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Integration Zoho CRM
  • Pipedrive Integration Pipedrive
  • HubSpot CRM Integration HubSpot CRM
  • Zendesk Integration Zendesk
  • Capsule CRM Integration Capsule CRM
  • Alore CRM Integration Alore CRM
  • amo CRM Integration amo CRM
  • Dubsado Integration Dubsado
  • Flexie CRM Integration Flexie CRM
  • OnePageCRM Integration OnePageCRM
  • Teamgate Integration Teamgate
  • ClickUp Integration ClickUp
  • Keap Integration Keap

Best Customerly and Salesforce Integrations

  • Customerly  Integration Salesforce Integration

    Customerly + Salesforce

    Create Lead to Salesforce from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Salesforce Integration Create Lead
  • Customerly  Integration Salesforce Integration

    Customerly + Salesforce

    Create Custom Object to Salesforce from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Customerly  Integration Salesforce Integration

    Customerly + Salesforce

    Create Contact to Salesforce from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Salesforce Integration Create Contact
  • Customerly  Integration Salesforce Integration

    Customerly + Salesforce

    Update Contact in Salesforce when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Salesforce Integration Update Contact
  • Customerly  Integration Salesforce Integration

    Customerly + Salesforce

    Update Custom Object in Salesforce when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Salesforce Integration Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Customerly + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Customerly & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Customerly and Salesforce

Customerly

Customerly is the first sales platform built for the modern age. It is a sales platform that allows you to connect with your customers through social media, email, and a traditional relationship management system. Customerly gives you everything you need to manage your existing relationships, as well as reaching out to prospects and new leads.

Salesforce

Salesforce is a cloud computing company that helps business process its data. This includes CRM, marketing, commerce, and more. Salesforce provides companies with a variety of products that are all connected to one platform. The goal of this platform is to provide a mechanism for companies to easily integrate data from different departments in order to streamline operations.

Integration of Customerly and Salesforce

As companies continue to grow and expand, the amount of information that needs to be managed increases as well. When this happens, it becomes increasingly difficult for companies to effectively manage their data. This is why many organizations, especially smaller ones, have chosen to use MSPs like Customerly. However, Salesforce has been known for being very expensive, making it difficult for some businesses to afford. Because of this, there has been a growing trend for companies to use Customerly as a cheaper alternative to Salesforce. Integration of Customerly and Salesforce allows companies to use both platforms without having to pay for two systems. It also ensures that any data that is entered into one system is automatically transferred over to the other one. This integration can eliminate the need for employees or salespeople to switch back and forth between the two systems when they need data from each of them.

Benefits of Integration of Customerly and Salesforce

There are several benefits that companies gain by using both programs together. One of these benefits is ease of use. Because both systems are connected together, employees will not have to spend time switching between programs in order to access data. Also, customers will not have to spend time filling out forms for each system separately. By integrating the two programs together, there will be no need for customers or employees to fill out duplicate forms, which reduces time and effort. Another benefit to integration of Customerly and Salesforce is security. By keeping both systems linked together, businesses are able to ensure that their information stays safe and secure at all times. Businesses can rest easy knowing that they do not have to worry about sensitive information being compromised during transfer between the two systems. This can help businesses save money since they will not have to hire an outside agency to protect their data. Finally, integration of Customerly and Salesforce saves time for customers and employees alike. Instead of having to log into two different platforms and enter information into the same fields twice, customers only have to enter the data once. Employees will also save time since they will not have to keep switching between the two systems when they need information from each one separately. As a result, businesses save time and money by integrating these two programs together.

Due to the rising popularity of MSPs like Customerly in recent years, there has been a growing trend for firms like Salesforce to integrate their system with one like Customerly’s so that the data entered on either system can be accessed by both at any time without staff having to switch back and forth between the two programs. This integration can help businesses save time, money, and resources while providing a seamless user experience for employees and customers alike.

The process to integrate Customerly and Salesforce 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.