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Integrate Customerly with Zoho People

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

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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 Zoho People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

Zoho People Integrations
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Best ways to Integrate Customerly + Zoho People

  • Customerly  Integration Customerly  Integration

    Zoho People + Customerly

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

    Zoho People + Customerly

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

    Zoho People + Customerly

    Add User Tag in Customerly when New Record is created in Zoho People Read More...
    Close
    When this happens...
    Customerly  Integration New Record
     
    Then do this...
    Customerly  Integration Add User Tag
  • Customerly  Integration Gmail Integration

    Customerly + Gmail

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

    Customerly + Gmail

    Send Email in Gmail when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Gmail Integration Send Email
  • 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 + Zoho People in easier way

It's easy to connect Customerly + Zoho People 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 Record

    Triggers every time a record is added in a specific form.

    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 & Zoho People 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 Zoho People 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 Zoho People.

    (2 minutes)

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

Integration of Customerly and Zoho People

Customerly is a web-based customer relationship management software that helps small and mid-sized businesses to manage their contacts, leads, clients and customers. It was founded by a group of entrepreneurs in the year 2016. Customerly is designed to help marketers at every stage of the buyer’s journey, from nurturing leads to closing deals. It allows users to manage their contacts, leads, clients and customers at one place.

Zoho People is a cloud-based human resources management software that helps organizations to manage their employees. Zoho People includes three applications. HR Management, Recruitment and Onboarding Module and Performance Management Module. The HR module helps organizations to manage employee benefits, employee data, employee performance and employee absence.

  • Integration of Customerly and Zoho People
  • Customerly can be integrated with Zoho People. The integration of these two platforms will allow Customerly users to use the ‘Employee Data’ section of Zoho People to customize fields that are included in the contact record. This integration will also allow the user to link Customerly contacts to specific employees within Zoho People. Benefits of integration of Customerly and Zoho People are as fplows:

    · It will help organizations to increase sales. It will help them to create leads using Marketing Automation tops provided by Customerly. It will also help organizations to nurture leads using lead self-service tops provided by Customerly.

    · It will also help organizations to reduce time spent on manual work like filling employee information in Customerly or updating employee information in Zoho People. Also, it will reduce the risk of data entry errors.

  • Benefits of Integration of Customerly and Zoho People
  • The benefits of integration of Customerly and Zoho People are as fplows:

    · Organizations can use Contact List provided by Customerly for updating the company’s internal employee directory. They can also use this Contact List for creating groups based on employees’ location, area of expertise or any other criteria. This will help them to save time spent on entering employee information manually in Zoho People.

    · Organizations can use Employee Directory provided by Zoho People for updating the external employee directory. They can also use this Employee Directory for creating groups based on employees’ location, area of expertise or any other criteria. This will help them to save time spent on entering employee information manually in Customerly.

    The process to integrate 403 Forbidden and 403 Forbidden 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.