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.
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
SharpSpring + CustomerlyCreate or Update Lead to Customerly from New Account in SharpSpring Read More...
SharpSpring + CustomerlyCreate or Update User to Customerly from New Account in SharpSpring Read More...
SharpSpring + CustomerlyAdd User Tag in Customerly when New Account is created in SharpSpring Read More...
SharpSpring + CustomerlyCreate or Update Lead to Customerly from New Lead in SharpSpring Read More...
SharpSpring + CustomerlyCreate or Update User to Customerly from New Lead in SharpSpring Read More...
It's easy to connect SharpSpring + Customerly without coding knowledge. Start creating your own business flow.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Triggers when a new lead is created.
Triggers when a new user is created.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
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 a Lead in SharpSpring.
Update a opportunity
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
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 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.
There are many benefits of integration of these two platforms. Some of them are mentioned below:
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.