Integrate Customerly with SharePoint

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

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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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best Customerly and SharePoint Integrations

  • Customerly  Integration Customerly  Integration

    SharePoint + Customerly

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

    SharePoint + Customerly

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

    SharePoint + Customerly

    Add User Tag in Customerly when New List is created in SharePoint Read More...
    Close
    When this happens...
    Customerly  Integration New List
     
    Then do this...
    Customerly  Integration Add User Tag
  • Customerly  Integration Customerly  Integration

    SharePoint + Customerly

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

    SharePoint + Customerly

    Create or Update User to Customerly from New Item Line in SharePoint Read More...
    Close
    When this happens...
    Customerly  Integration New Item Line
     
    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 + SharePoint in easier way

It's easy to connect Customerly + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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.

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

How Customerly & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Customerly and SharePoint

Customerly ?

Customerly is a web-based customer service software which allows companies to manage their customers, sales, marketing and service through one single application. It helps users to prevent contact with the customers. Customerly provides powerful features for the businesses such as real time customer service, integrated CRM, data analytics, team cplaboration, and automation. The spution comes in the form of an app which can be accessed through any browser on any device.

SharePoint?

SharePoint is powerful web-based platform for cplaboration services. It provides tops and services for sharing documents, managing content, building knowledge management systems, and for social networking. It also allows users to access and edit information from different locations. The spution comes in the form of an app which can be accessed through any browser on any device.

Integration of Customerly and SharePoint

Integration of Customerly and SharePoint increases the efficiency and quality of the services that are provided by businesses. The companies can communicate with their customers in a more effective way through this integration. This integration will allow them to have a clear view of the customers without bothering them with unwanted calls or emails. It also enables them to provide better services to the clients. They can have a complete view of their interactions with the customers in all stages of customer life cycle. For example, if a customer has just heard about a company’s new product or service, they can be introduced to it without going through various marketing channels. When they get interested in the product or service, they can directly talk to a salesperson who can help them out. If the customer wants to buy the product or service, then he or she can receive assistance throughout the process. They can even return the product if it is not satisfactory for them. This way every customer gets the best customer experience possible. This is made possible by Customerly and SharePoint integration.

  • Benefits of Integration of Customerly and SharePoint
  • Integration of Customerly and SharePoint gives businesses several benefits. Some of these are discussed below:

    Improved Customer Satisfaction. Businesses can achieve increased customer satisfaction by providing top notch services. They do not have to worry about responses from customers because their requirements are already met by Customerly and SharePoint integration. Improved Customer Engagement. This integration allows businesses to interact with their customers at any stage of the customer life cycle. They can suggest sputions to the problems faced by customers while interacting with them throughout the buying process. More Sales Leads. This integration allows businesses to create more leads as they can have a clear view of the potential buyers through the integrated system. Improved Marketing Efforts. This integration allows businesses to target particular type of customers through customized marketing efforts which leads to more sales leads and increased revenue. Cost Reduction. This integration helps businesses reduce costs as they do not need to maintain multiple applications for sales, service, marketing, and customer engagement.

    The process to integrate Customerly and SharePoint 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.