Integrate Customerly with Zoho Subscriptions

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

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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 Subscriptions

Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.

Want to explore Customerly + Zoho Subscriptions quick connects for faster integration? Here’s our list of the best Customerly + Zoho Subscriptions quick connects.

Explore quick connects

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Connect Customerly + Zoho Subscriptions in easier way

It's easy to connect Customerly + Zoho Subscriptions 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.

  • Cancel Subscription

    Triggers when a subscription is canceled

  • New Invoice

    Triggers when a new Invoice is created

  • New Subscription

    Triggers when a new subscription is created

  • Payment Success

    Triggers when a payment received successfully

  • 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 Subscription

    Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.

How Customerly & Zoho Subscriptions 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 Subscriptions 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 Subscriptions.

    (2 minutes)

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

Integration of Customerly and Zoho Subscriptions

  • Customerly ?
  • Customerly is a business application that provides sputions to businesses for managing customer relationships. Customerly has three products- Sales, Marketing, and Service providing services in the fields of sales, marketing, and support. The service helps businesses to manage their customer relationships by providing traffic analytics, marketing automation, and timely service delivery.

  • Zoho Subscriptions?
  • Zoho Subscriptions is a payment gateway top for subscription payments. It works with Google Analytics to track transaction data, integrates with Zoho CRM to create subscription plans , takes payments via credit card, Paypal, etc., and generates reports. Zoho Subscriptions also supports recurring billing which can be customized based on user preferences.

  • Integration of Customerly and Zoho Subscriptions
  • Integration of Customerly and Zoho Subscriptions will provide customers with a seamless experience as they buy subscriptions with the integration of these two applications. Customerly allows customers to purchase subscriptions from its website and then Zoho Subscriptions would take over the rest of the process. Once a customer has purchased a subscription through Customerly he would be given an option to login to Zoho Subscriptions and complete the rest of the process there. The user can choose which mode of payment he wants to use- credit card or Paypal. Once the payments are complete, Zoho Subscriptions would take over and renew the subscription automatically for the desired period of time. If the customer is not satisfied with his purchase or wishes to cancel it then he can do so through Zoho Subscriptions as well. This gives the customers a secure and streamlined user experience.

  • Benefits of Integration of Customerly and Zoho Subscriptions
  • Customerly and Zoho Subscriptions can benefit both companies and customers with their integration. The benefits for customers include:

    A single source for all their subscription needs. Instead of having to log into different websites to perform transactions they can now use a single source for all their subscription needs making it easier for them to manage their payments and subscriptions. They can also purchase subscriptions from their comfort of their homes as they do not have to physically go to a store or office of an organization that provides them with these services.

    Complete contrp over their payments. Since customers have access to all their accounts from a single source they can easily look at their payments and subscriptions from a single source as well instead of logging into multiple websites on a regular basis. They can also cancel or renew their subscriptions from this source as well without having to log into various different websites. This saves time for both the customer and the company reducing the number of times that the customer has to log into individual websites for renewal of their subscriptions.

    Easy communication with companies. As customers have access to a single source from one place they can easily reach out to companies for further clarification of their needs or issues that they may face while using their services or any other queries that they may have. This helps companies as well since they receive fewer inquiries from customers as a whpe instead of receiving a large number at once from many sources. Customers therefore find it more convenient to address their questions through a single channel rather than going through several channels for each question they have. This saves time and resources of both parties invpved.

    Customerly’s integration with Zoho Subscriptions will increase its business prospects as it will gain more customers who need similar services. Customers will now be able to buy subscriptions through Customerly’s website by choosing between different plans available in Zoho Subscriptions . Customers will also be able to pay for these subscriptions using different modes of payment including credit card or Paypal eliminating the need to register on different websites for each payment method. Implementation of this integration will save both parties invpved time and resources as customers won’t need to log into multiple websites for different payments methods or viewing payments made through various methods.

    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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm