Integrate Slack with Customerly

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

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About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

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 Slack and Customerly Integrations

  • Slack Integration Customerly  Integration

    Slack + Customerly

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

    Slack + Customerly

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

    Slack + Customerly

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

    Slack + Customerly

    Create or Update Lead to Customerly from New Message Posted to Channel in Slack Read More...
    Close
    When this happens...
    Slack Integration New Message Posted to Channel
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Slack Integration Customerly  Integration

    Slack + Customerly

    Create or Update User to Customerly from New Message Posted to Channel in Slack Read More...
    Close
    When this happens...
    Slack Integration New Message Posted to Channel
     
    Then do this...
    Customerly  Integration Create or Update User
  • Slack Integration {{item.actionAppName}} Integration

    Slack + {{item.actionAppName}}

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

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

    Triggers
  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

  • 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 Slack & Customerly Integrations Work

  1. Step 1: Choose Slack 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 Slack to Customerly .

    (2 minutes)

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

Integration of Slack and Customerly

Slack?

Slack is a cloud-based messaging app for teams. It was launched in February 2014. As of May 2015, the service reports more than 600K daily active users and over 3 million weekly active users. The company, valued at $2.8 billion, is headquartered in San Francisco, California.

Customerly ?

Customerly is an online helpdesk spution that manages customer support requests. It offers a mobile app for iOS and an Android app. The service has received positive reviews from tech news websites and software review sites.

  • Integration of Slack and Customerly
  • There are some companies that integrate Slack with Customerly to improve their customer support experience. We will use these as examples to show how Slack can reduce the workload of Customerly by automatically sending emails when it receives new tickets. This automatically makes Customerly more efficient and improves their customer support experience.

    Company A is a marketing agency that creates marketing campaigns via email, blog posts, and social media updates. They also provide web and graphic design services to their clients. They want to provide their customers with a better support experience. Their customer support team uses Customerly’s internal chat to communicate with each other.

    In order to improve their support experience, they have integrated both Customerly and Slack. Whenever they receive a new ticket on Customerly, they receive an email using Appy Pie Connect that notifies them about the new ticket. The marketing team then uses a dedicated slack channel to discuss the issue with their customer. The marketing agency has also created a bot named “Marketing Bot” in Slack. Whenever someone mentions “Marketing Bot” in any channel, the bot sends a notification to the marketing team so they can respond right away. After responding to the ticket, the team manager simply has to post an update in the slack channel’s message stream and everyone will be notified. This way, they can keep all their teammates up to date on the status of the ticket without having to check the Customerly top all the time.

    Company B is a digital agency that provides website maintenance services to clients. Their customers submit tickets via Customerly whenever they find bugs or have suggestions for improvement on the website. Company B uses Slack as their internal messaging top for their employees to communicate with each other. They have integrated both Slack and Customerly so that whenever they get a new ticket, they receive an email in their Slack channel and an update in the message stream of that channel. This way, everyone on the team is aware of the new ticket so they can respond faster and more efficiently. When someone responds to the ticket, they simply post an update in the message stream so everyone can see what has been respved quickly. In addition, they have created a bot named “Bot” in Slack. Whenever someone types “!” in any channel, “Bot” sends a notification to all members of the digital agency so they can quickly respond to the ticket right away.

    The process to integrate Slack 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.