JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications, and register guests for events.
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
JotForm + CustomerlyCreate or Update Lead to Customerly from New Submission in JotForm Read More...
JotForm + CustomerlyCreate or Update User to Customerly from New Submission in JotForm Read More...
JotForm + CustomerlyAdd User Tag in Customerly when New Submission is created in JotForm Read More...
It's easy to connect JotForm + Customerly without coding knowledge. Start creating your own business flow.
Triggers when a new submission has been added to a specific form.
Triggers when a new lead is created.
Triggers when a new user is created.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Customerly is a customer service spution that gives you an easy way to manage your customer service communication on your websites and apps. Customerly combines live chat with notifications and emails, and provides an easy way to post updates on your website or social media profile. Customerly also offers a mobile app and it allows you to communicate with customers right from your phone.
JotForm is a free form builder that helps you create online forms, surveys and quizzes in minutes. You can create a variety of forms such as contact forms, event registration forms, job application forms, order forms and more. JotForm offers live chat and shows the number of visitors online so that you can send instant messages to visitors who are looking at your website.
When you integrate JotForm with Customerly, both of them will have access to each other’s data. This increases the value of your business as you can use all of the information about your customers in one place.
Customerly will track details about your customers such as their name, email address, phone number and location and will add it to the data stored in JotForm. JotForm will give you access to the information stored in the Contact Manager to use it in your forms. You can then use this information to personalize your emails and live chat sessions with customers.
Integration of JotForm and Customerly has several benefits for your business. With integration, you can perform customized customer service on your website or app. You can also help improve customer satisfaction by providing better customer care services. The integration of these two tops will also help you save time and money by reducing the number of tops you need to use for managing your customer relationship management process.
In conclusion, integration of JotForm and Customerly offers a lot of benefits for companies of all sizes, especially those with a strong focus on customer relations. There are many other CRM tops available but integrating JotForm and Customerly will give you a much more efficient customer relationship management process.
The process to integrate JotForm 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.