UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.
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
It's easy to connect UPilot + Customerly without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.