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Integrate Zendesk with Customerly

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

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About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

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 Zendesk + Customerly

  • Zendesk Integration Customerly  Integration

    Zendesk + Customerly

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

    Zendesk + Customerly

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

    Zendesk + Customerly

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

    Zendesk + Customerly

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

    Zendesk + Customerly

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

    Zendesk + {{item.actionAppName}}

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

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

    Triggers
  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

  • 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 Zendesk & Customerly Integrations Work

  1. Step 1: Choose Zendesk 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 Zendesk to Customerly .

    (2 minutes)

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

Integration of Zendesk and Customerly

Zendesk?

Zendesk is a customer service software company based in San Francisco, California. The program was developed to be a self-service support system that can be used to help customers of a product or service contact the developers of that product or service and receive help with their issues. It started out as a startup in 2007 and by 2010 it had become successful enough to get acquired by salesforce for $180 million dplars. Nowadays, Zendesk has over 5,000 customers including companies like Facebook, Google, Microsoft, Netflix, and Twitter.

Customerly ?

Customerly is a customer support software that lets you provide live chat or email support for your customers. Founded in 2013, it has experienced rapid growth since its foundation and has been featured on some big name websites such as Forbes, VentureBeat, and TechCrunch. It is one of the leading providers of live chat software in the world.

  • Integration of Zendesk and Customerly
  • Zendesk has many notable features that make it attractive to other companies. Some of them include; low pricing structure (it has a free plan), flexibility (you can use the software however you want and there are no restrictions), and customer support (Zendesk offers you help 24/7. These features are the reasons why so many big name companies use Zendesk. However, sometimes even the best of products need to be improved upon. Market leaders such as Zendesk have an excellent chance of getting noticed by other companies that think they can do better with the same idea. One of these companies is Customerly.

    Customerly is a platform that does essentially what Zendesk does but with a few changes. For example, Customerly has a live chat feature that Zendesk does not have. The importance of this feature cannot be understated as it gives Customerly an edge over Zendesk. Not only does it give Customerly a leg up over Zendesk but it also provides the user with an added layer of security. This is because no one can access your site unless they are connected to Customerly's servers. This feature isn't available on Zendesk which means that hackers or bots can access your website freely if they can find a hpe in your security system. This is not the case with Customerly. Another advantage of Customerly over Zendesk is that it's cheaper than Zendesk while still providing all the same features. This makes Customerly even more appealing to business owners who want to save money on their customer service software while having all the features they need to properly serve their customers.

  • Benefits of Integration of Zendesk and Customerly
  • One great benefit of integrating Zendesk with Customerly is that if you already use Zendesk then you don't have to pay any additional money for your customer service software. You can just use Customerly's live chat feature instead of paying extra for something like Salesforce Live Agent. Another benefit of using both Zendesk and Customerly would be increased efficiency. By using both services you will be able to provide better customer service than simply using one or the other because you will be able to utilize your resources more effectively. For example, if a customer has a question about your product then they will be able to contact you through live chat or email depending on which service they prefer using at the time. In addition to this, you will also save some money by integrating both services together because you won't have to pay extra money for another software provider. A third benefit would be increased productivity due to integration of both services which will allow your employees to spend less time doing things manually and more time working on other things that are more important. An example of this would be if you were using both services together then an employee could attend to a customer through live chat while another employee sends them an email afterwards asking if they had any questions about their order. This would save time by eliminating unnecessary repetition for your employees which should lead them to being more productive at their jobs overall. Overall, integration of these two services together will lead to an increase in efficiency, productivity, and customer satisfaction which are all things any business owner would want from their customer service software provider.

    The process to integrate Zendesk 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.