Integrate Gmail with Customerly
Appy Pie Connect allows you to automate multiple workflows between Gmail and Customerly
- No code
- No Credit Card
- Lightning Fast Setup
Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.
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.
Customerly IntegrationsBest ways to Integrate Gmail + Customerly
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Gmail + Customerly
Create or Update Lead to Customerly from New Attachment in Gmail Read More...When this happens...
New Attachment
Then do this...
Create or Update Lead
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Gmail + Customerly
Create or Update User to Customerly from New Attachment in Gmail Read More...When this happens...
New Attachment
Then do this...
Create or Update User
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Gmail + Customerly
Add User Tag in Customerly when New Attachment is created in Gmail Read More...When this happens...
New Attachment
Then do this...
Add User Tag
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Gmail + Customerly
Create or Update Lead to Customerly from New Labeled Email in Gmail Read More...When this happens...
New Labeled Email
Then do this...
Create or Update Lead
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Gmail + Customerly
Create or Update User to Customerly from New Labeled Email in Gmail Read More...When this happens...
New Labeled Email
Then do this...
Create or Update User
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Gmail + Customerly without coding knowledge. Start creating your own business flow.
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New Attachment
Triggers whenever a new attachment is received (trigger is initiated once per attachment).
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New Email
Triggers when a new e-mail appears in the specified mailbox.
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New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
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New Labeled Email
Triggers when you receive a new email in a label.
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New Starred Email
Triggers everytime you receive a new email and Starmark it within two days.
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New Thread
Triggers every time a new thread starts.
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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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Create Draft
Draft a new email message(but don't send).
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Create Label
Creates a new label.
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Send Email
Draft a new email message & send it.
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
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How Gmail & Customerly Integrations Work
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Step 1: Choose Gmail as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Customerly as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Gmail to Customerly .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Gmail and Customerly
Gmail?
Gmail is a free, advertising-supported webmail service developed by Google. Users can access Gmail on the web and using third-party programs that synchronize email content through POP or IMAP protocps.
Customerly ?
Customerly helps you manage your customer relationships like never before. It’s the leading CRM for Gmail and Office 365. It allows you to keep track of all your business contacts from one place, send personalized emails through your email templates and much more.
Integration of Gmail and Customerly will allow users to use Customerly right from within their Gmail. This integration will help all users to manage their customer relationship while ensuring they do not miss any emails from their customers. This integration will enable users to do the fplowing:
- Monitor emails sent to their customers through Customerly as well as emails received from their customers through Gmail.
- Allocate leads to specific sales people in Customerly.
- Put reminders in task lists in Customerly.
- Send emails directly from the Gmail and have them automatically converted to tasks in Customerly.
- Assign fplowup tasks to other sales people in Customerly.
- Use Customerly’s templates to create emails for sending to customers. These emails can be sent through Gmail without having to leave the email application. The templates can be tailored to suit each customer’s needs.
Integration of Gmail and Customerly will allow users to be more efficient in managing their customers and ensure they do not miss any emails from their customers. The integration will also help salespeople to stay connected to their clients by monitoring their email activity from one place instead of different platforms. Businesses will also benefit because they will be able to reduce cost and increase efficiency in customer relationship management processes.
The process to integrate Gmail and Customerly 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.
