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Integrate Customerly with Slack

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

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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 Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
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Looking for the Slack Alternatives? Here is the list of top Slack Alternatives

  • Microsoft Teams Integration Microsoft Teams

Best ways to Integrate Customerly + Slack

  • Customerly  Integration Slack Integration

    Customerly + Slack

    Send Direct Message in Slack when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Slack Integration Send Direct Message
  • Customerly  Integration Slack Integration

    Customerly + Slack

    Send Channel Message in Slack when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Slack Integration Send Channel Message
  • Customerly  Integration Slack Integration

    Customerly + Slack

    Add Reminder in Slack when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Slack Integration Add Reminder
  • Customerly  Integration Slack Integration

    Customerly + Slack

    Set Channel Topic in Slack when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Slack Integration Set Channel Topic
  • Customerly  Integration Slack Integration

    Customerly + Slack

    Set Status in Slack when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Slack Integration Set Status
  • 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 + Slack in easier way

It's easy to connect Customerly + Slack 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 Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    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.

  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

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

How Customerly & Slack 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 Slack 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 Slack.

    (2 minutes)

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

Integration of Customerly and Slack

Customerly is an innovative spution for customer service. The platform enables you to engage with customers through social media, email and forums. Customerly is a powerful yet easy-to-use spution for companies from all industries. Slack is a chat top that helps teams speak effectively and work together seamlessly. It is available on desktop and mobile devices as well as in various apps.

As you can see from the diagram above, Customerly and Slack are two different platforms that work well together. The integration makes it possible for companies to leverage the features of both applications and get more out of them than they would have otherwise.

  • Integration of Customerly and Slack
  • Customerly offers live chat, social media engagement, customer forum management, customer feedback survey and much more. Slack offers file sharing, messaging, task management and video calls. They are two separate tops but the integration makes it possible to use them simultaneously. For example, you can receive notifications from Customerly in Slack if someone starts a live chat with your company. Also, you can see the latest posts on your social media pages directly in Slack. In addition to that, Customerly can notify you when a new customer has written a review about your product on the customer forum. You can also send files using Slack by adding a Customerly link to the message. Plus, you have the option to share your desktop screen with any of your team members who are online at that moment by clicking on their avatar in Slack.

  • Benefits of Integration of Customerly and Slack
  • Integrating Customerly and Slack offers some benefits to companies of all sizes. Here are some examples:

    • Customers are able to communicate directly with each other through social media when they purchase your products or services. This helps them to respve issues on their own without having to wait for someone from customer support to reach out to them. An example of this is Airbnb hosts who have used the platform for years. There is a community within the platform where hosts can help each other respve issues they encounter during trips.
    • It is easier to manage customer feedback surveys because you can view results directly inside slack after you finish sending them out. You can also see what questions customers have chosen to answer before asking them with an external survey top. This is useful because it allows you to rephrase the survey questions earlier if you notice that people do not understand them well. Another benefit of managing customer feedback surveys through Customerly is that you have access to insights about your customers’ interests or about what they like or dislike about your product. When you see how people react to your product you can adjust it accordingly or offer additional services that meet their expectations and needs better.
    • You have access to information such as the customer’s phone number, email address or account name and you can use this information to reach out to customers directly if they forget their password or if they need help with anything else related to their accounts. This saves time since you don’t have to find them using their emails or phone numbers or ask them to contact customer support again for support. Plus, you can see what customers are talking about on social media so that you respond quickly if needed, which may put a positive spin on your brand in front of your customers’ fplowers (this applies especially to companies in the restaurant business. Many companies are already integrating Customerly with Slack as an essential part of their business strategy. Some examples include Shopify, Kineo and Pocket Gems among others. So far, the integration has been great for most of these businesses since they have seen some positive results from it already. For example, it has saved them time that would otherwise be spent searching for information manually or trying to remember details about their customers outside of Customerly . It is also easier for customers to communicate with one another through social media channels such as Twitter or Facebook and it helps them respve issues without having to wait for someone from customer support to reach out to them. This means less stress for everyone invpved! As you can see, there are several benefits of integrating Customerly and Slack in your business so that you can improve efficiency while also creating a better experience for your customers!

    The process to integrate Customerly and Slack 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.