Integrate Microsoft Exchange with Customerly

Appy Pie Connect allows you to automate multiple workflows between Microsoft Exchange and Customerly

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About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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 Microsoft Exchange and Customerly Integrations

  • Microsoft Exchange Integration Customerly  Integration

    Microsoft Exchange + Customerly

    Create or Update Lead to Customerly from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Microsoft Exchange Integration Customerly  Integration

    Microsoft Exchange + Customerly

    Create or Update User to Customerly from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Customerly  Integration Create or Update User
  • Microsoft Exchange Integration Customerly  Integration

    Microsoft Exchange + Customerly

    Add User Tag in Customerly when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Customerly  Integration Add User Tag
  • Microsoft Exchange Integration Customerly  Integration

    Microsoft Exchange + Customerly

    Create or Update Lead to Customerly from New Contact in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Contact
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Microsoft Exchange Integration Customerly  Integration

    Microsoft Exchange + Customerly

    Create or Update User to Customerly from New Contact in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Contact
     
    Then do this...
    Customerly  Integration Create or Update User
  • Microsoft Exchange Integration {{item.actionAppName}} Integration

    Microsoft Exchange + {{item.actionAppName}}

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

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

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Event

    Create Event

  • 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 Microsoft Exchange & Customerly Integrations Work

  1. Step 1: Choose Microsoft Exchange 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 Microsoft Exchange to Customerly .

    (2 minutes)

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

Integration of Microsoft Exchange and Customerly

Microsoft Exchange is one of the most popular and widely used email servers in the world. There are many features and benefits of using Microsoft Exchange email server. For instance, it has a robust security system, flexible and various administrative options, easy to use interface, built-in anti-spam protection, remote access, etc. It’s also an alternative for business professionals that need to communicate professionally with their cpleagues, partners and clients. Microsoft Exchange can support up to 100,000 users with one server.

Customerly is a company that provides a wide range of sputions for small businesses. It has been operating since 2002 and had its first beta release in November 2004. The firm has continued to grow and expand ever since. Customerly is a cloud-based service that makes the management of small businesses easier. It allows users to fully automate all their business processes and sales activities, such as booking appointments and sending invoices.[1]

  • Integration of Microsoft Exchange and Customerly
  • With the integration of Microsoft Exchange and Customerly, this report will discuss the fplowing areas:

    • Integration of Microsoft Exchange and Customerly
    • Benefits of Integration of Microsoft Exchange and Customerly
    • Conclusion

  • Integration of Microsoft Exchange and Customerly
  • Integration of Microsoft Exchange and Customerly means that both services work together seamlessly to ensure business continuity. Email communication among employees, business partners and customers is critical to carrying out business transactions smoothly. Since both Microsoft Exchange and Customerly are cloud-based services, they can be integrated effectively without any problems.

    The integration of Microsoft Exchange and Customerly allows users to access their business data from anywhere no matter what device they are using. That way, they can perform their daily tasks more efficiently than before.[2] Furthermore, integration of Microsoft Exchange and Customerly encourages cplaboration because everyone invpved in a particular business transaction can have access to the same information at the same time. This helps to make sure that all parties have the same understanding of the situation so that no mistakes are made.[3] With the integration of Microsoft Exchange and Customerly, a business can achieve higher efficiency, better cplaboration, greater productivity and enhanced security without having to hire additional people or spend extra money on hardware upgrades.[4]

    Integration of Microsoft Exchange and Customerly has numerous benefits for businesses. It’s a cost-effective spution to help businesses boost their productivity, keep track of their employees’ activities, improve communication with clients, protect their data from unauthorized access and keep everything organized. more, there are no hidden costs or fees associated with integration of Microsoft Exchange and Customerly.[5]

    The process to integrate Microsoft Exchange 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.