Integrate Salesforce with Customerly

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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.

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

Explore quick connects
Connect Salesforce + Customerly in easier way

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

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Customerly Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to Customerly .

    (2 minutes)

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

Integration of Salesforce and Customerly

Salesforce

Salesforce is a cloud computing company that was founded in 1999 by Marc Benioff and Parker Harris. It provides a customer relationship management (CRM. platform. The company also provides marketing, financial, and commerce cloud applications to businesses. Its headquarters is located in San Francisco, California.

In its first year of operations, Salesforce generated $1 million in revenue. In 2006, the company made $100 million in revenue. In 2016, Salesforce had $8 billion in revenue, with an annual growth rate of 43 percent.

Salesforce service offerings include:

Sales Cloud – A CRM that helps companies manage their sales process.

Service Cloud – A platform that helps companies manage customer service.

Marketing Cloud – A platform for B2C companies to deliver personalized and targeted experiences to customers.

Platform as a Service – A cloud computing platform that helps developers build, test, deploy, and monitor applications.

Salesforce acquired companies like Heroku (a cloud platform-as-a-service), SteelBrick (a cloud-based predictive analytics spution), and MuleSoft (a cloud integration platform. It has also partnered with Google and Oracle to provide integrations with their respective software platforms.

Customerly

Customerly is a startup based in New York City and Israel. It provides a website builder top which allows users to build websites using data and content from Salesforce. The company raised over $12 million in funding from investors such as Bessemer Venture Partners and Lightspeed Venture Partners.

Integration of Salesforce and Customerly

It is possible to integrate Salesforce with Customerly to create customized websites with details regarding customers’ sales leads, products, and orders. Customerly’s website builder top can be integrated with Salesforce’s Lightning software development kit to create a custom user interface (UI. for Customerly’s website builder top. This integration makes it easier for users to create websites from Salesforce data and content.

Benefits of Integration of Salesforce and Customerly

A study published by True North Research revealed that 80 percent of marketers use some form of automation to increase productivity. The integration of Salesforce and Customerly increases productivity for both the user and the company. It removes the friction between building a website and managing sales leads, products, and orders because the website builder is provided on the same platform as Salesforce data.

There are many benefits of integrating Salesforce with Customerly. Users will be able to create websites faster than before because they will not need to switch between tops to retrieve data or content. This integration will also make it easier for users to create websites by using Salesforce data and content; this is because they will not need to manually type information into the website builder top.

The process to integrate Salesforce 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.

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