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HubSpot CRM + Customerly Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

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 Integrations

Best ways to Integrate HubSpot CRM + Customerly

  • HubSpot CRM Customerly

    HubSpot CRM + Customerly

    Create or Update Lead to Customerly from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Customerly Create or Update Lead
  • HubSpot CRM Customerly

    HubSpot CRM + Customerly

    Create or Update User to Customerly from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Customerly Create or Update User
  • HubSpot CRM Customerly

    HubSpot CRM + Customerly

    Add User Tag in Customerly when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Customerly Add User Tag
  • HubSpot CRM Customerly

    HubSpot CRM + Customerly

    Create or Update Lead to Customerly from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact Property Change
     
    Then do this...
    Customerly Create or Update Lead
  • HubSpot CRM Customerly

    HubSpot CRM + Customerly

    Create or Update User to Customerly from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact Property Change
     
    Then do this...
    Customerly Create or Update User
  • HubSpot CRM {{item.actionAppName}}

    HubSpot CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect HubSpot CRM + Customerly in easier way

It's easy to connect HubSpot CRM + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • 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.

How HubSpot CRM & Customerly Integrations Work

  1. Step 1: Choose HubSpot CRM 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 Customerly 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 HubSpot CRM to Customerly .

    (2 minutes)

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

Integration of HubSpot CRM and Customerly

HubSpot CRM

Customers are the most important part of any business. Without customers, there would be no business. The best way to understand and grow customers is through marketing tops. HubSpot has developed a top that helps businesses in marketing their products to the right audience. It is a customer relationship management system that helps you in understanding your clients better, promote products, and manage leads.

This CRM software integrates with social media accounts like Facebook, Twitter, LinkedIn, Google+, and Instagram. It also provides an option for integration with your website and other third-party apps like Shopify, WordPress, Zendesk, and MailChimp.

HubSpot CRM helps businesses in many ways including:

Helps in finding new potential customers

Perform lead nurturing to convert the leads into customers

Track the progress of sales teams

Manage opportunities and organize sales pipeline

Integrates with other third-party applications

Provides insights about marketing campaigns and boost conversion rates of leads

Customerly

Customerly is a cloud-based customer relationship management platform that allows small businesses to create and manage their own web presence. It offers features like social media management, email marketing automation, analytics, and surveys. These features help small businesses in providing better customer service and increase sales.

Integration of HubSpot CRM and Customerly

Integration of HubSpot CRM and Customerly is possible using a third-party application called Zapier. With this integration, all the data captured by Customerly will be shared with HubSpot CRM. This gives a complete overview of your business, helping you in making better decisions.

The integration process goes like this:

The process to integrate HubSpot CRM 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.