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SharpSpring + Customerly Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

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 SharpSpring + Customerly

  • SharpSpring Customerly

    SharpSpring + Customerly

    Create or Update Lead to Customerly from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring New Account
     
    Then do this...
    Customerly Create or Update Lead
  • SharpSpring Customerly

    SharpSpring + Customerly

    Create or Update User to Customerly from New Account in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring New Account
     
    Then do this...
    Customerly Create or Update User
  • SharpSpring Customerly

    SharpSpring + Customerly

    Add User Tag in Customerly when New Account is created in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring New Account
     
    Then do this...
    Customerly Add User Tag
  • SharpSpring Customerly

    SharpSpring + Customerly

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

    SharpSpring + Customerly

    Create or Update User to Customerly from New Lead in SharpSpring Read More...
    Close
    When this happens...
    SharpSpring New Lead
     
    Then do this...
    Customerly Create or Update User
  • SharpSpring {{item.actionAppName}}

    SharpSpring + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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 SharpSpring & Customerly Integrations Work

  1. Step 1: Choose SharpSpring 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 SharpSpring to Customerly .

    (2 minutes)

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

Integration of SharpSpring and Customerly

Introduction.Marketing automation has been a great help for companies as it is a great way to cut cost and increase revenue. It helps marketer to manage the entire process from acquisition to conversion, to retention and customer loyalty. SharpSpring is a leading marketing automation software which is used by thousands of companies all over the world. Customerly is a customer experience software that helps business to predict, personalize and automate experiences with customers. It is a great combination of these two platforms that allows a business to create a seamless customer experience.

In the body, I will discuss how these two platforms can be integrated so as to provide a better customer experience.

  • Integration of SharpSpring and Customerly
  • Integration of SharpSpring and Customerly allows a company to understand customers better and provide them with a personalized customer experience. SharpSpring is a marketing automation platform that enables marketers to identify potential customers, send them relevant content and engage with them through email, SMS etc. This platform has a wide variety of features such as lead management, email marketing, social media marketing, landing pages etc. All this features are integrated into one platform that enables the user to use it easily. SharpSpring has an integration feature that helps integrate other platforms like Hubspot, Marketo etc. into one application. It also allows the user to import data from other applications like Google Analytics.

    Customerly is a customer experience platform. Its main focus is to help businesses create an engaging experience for their customers. It provides the user with different tops like messaging, chatbots, live video etc. along with customer management tops like CRM, project management etc. All the features of Customerly are integrated into one platform which makes it easier for the user to use it. All data can be imported into Customerly directly or through its APIs.

  • Benefits of Integration of SharpSpring and Customerly
  • There are many benefits of integration of these two platforms. Some of them are mentioned below:

    • Customerly has integration feature that allows the user to integrate other platforms like Hubspot , Marketo etc. directly into one application. This saves time for the user as he does not have to log in again and again to different applications to access different features. On the other hand, integration feature of SharpSpring also allows the user to connect other applications like Google Analytics directly into his platform. Therefore, it will be easier for the user to access both applications now as he does not have to go back and forth between different applications now. 2. Integration of SharpSpring and Customerly allows the user to import data from another application into each other. For example, if you are using both platforms then you can import your contact list from customerly directly into SharpSpring where you can use it further for marketing purposes. 3. Integration saves time for users as they do not have to log in again and again to different applications for accessing different features 4. Users can now access both platforms at once without having to log in again and again to different applications 5. With integration of both platforms, users can now create automated workflows The above are just some of the benefits of integration of SharpSpring and Customerly . It will be easier for users to manage their contacts , create automated workflows, track leads , monitor communications etc. now as they have access to all these features in one application now. However, there are still many other benefits of integration of these two platforms which I have not mentioned here due to space constraint.

    Conclusion.Integration of SharpSpring and Customerly provides greater benefit for users as they have access to all features in one single platform now. They can create automated workflows , track leads , manage contacts more efficiently now as they have access to all these features in one application. Furthermore, integration saves time for users as they do not have to log in again and again into different applications for accessing different features.

    The process to integrate SharpSpring 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.