Integrate SharePoint with Customerly

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint and Customerly Integrations

  • SharePoint Integration Customerly  Integration

    SharePoint + Customerly

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

    SharePoint + Customerly

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

    SharePoint + Customerly

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

    SharePoint + Customerly

    Create or Update Lead to Customerly from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New Item Line
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • SharePoint Integration Customerly  Integration

    SharePoint + Customerly

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

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • 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 SharePoint & Customerly Integrations Work

  1. Step 1: Choose SharePoint 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 SharePoint to Customerly .

    (2 minutes)

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

Integration of SharePoint and Customerly

  • SharePoint is a web-based application that helps to organize data and information into one place. It is an Internet portal which offers a wide range of business applications to make businesses more productive. This can help to decrease development costs, improve efficiency, and reduce time spent on administrative tasks.
  • Customerly is a cloud based customer relationship management (CRM. system that enables you to effectively manage all aspects of your customer’s experience. The software allows you to do everything from managing leads to closing sales.
  • Integration of SharePoint and Customerly has the fplowing benefits:

  • Automate Processes - Customerly will automatically sync with SharePoint to add, update or delete records in both systems. This eliminates the need for manual labor to manually copy information between systems, allowing users to focus on more important tasks.
  • Improved Data Quality - Customerly has built-in validation rules to ensure that data entered in the system is accurate and up-to-date. These rules include validation for email addresses, postal codes, and other important information. When data sync is enabled, Customerly automatically syncs the updated data with SharePoint whenever changes are made, ensuring that any changes made in SharePoint are updated in Customerly as well.
  • Increased Efficiency - With our pre-built integration, you can instantly create alerts for any changes made in either of your systems, allowing your team to work more efficiently by notifying them right away when something needs attention.
  • Better Reporting - By syncing data between systems, you can build reports in Customerly that will display data from SharePoint, including lists of contacts and activity logs. This can help your team better understand what your customers are doing within your system, allowing you to take action to improve your marketing strategy and improve overall customer retention and satisfaction.
    • Integration of SharePoint and Customerly helps to automate processes, improve data quality and increase efficiency.

    The process to integrate SharePoint 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.