Integrate Zoho Connect with Customerly

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About Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

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.

Want to explore Zoho Connect + Customerly quick connects for faster integration? Here’s our list of the best Zoho Connect + Customerly quick connects.

Explore quick connects
Connect Zoho Connect + Customerly in easier way

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

  • Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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 Zoho Connect & Customerly Integrations Work

  1. Step 1: Choose Zoho Connect 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 Zoho Connect to Customerly .

    (2 minutes)

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

Integration of Zoho Connect and Customerly

Zoho Connect

Zoho Connect is a service that enables companies to integrate their various applications and databases for better customer experience. It is also a one-stop spution for integrating various business software sputions.

Zoho Connect supports integration of CRM, ERP, help desk platforms, marketing automation, among others. It can support all the main business functions of any organization. Thus, Zoho Connect allows organizations to achieve better customer experience across the entire value chain from sales to support.

Zoho Connect is a cloud service. Therefore, it can be accessed anywhere in the world via any device. Thus, all the data is stored in the cloud and can be reached at any time. With this feature, businesses are able to get more customers, as they are always accessible on all devices.


Customerly is another platform that helps businesses improve customer experience. It helps in delivering personalized offers to customers. The platform has powerful features that help in better customer relationships and thus make customers loyal to organizations.

Customerly matches customers with offers based on what they need or want. For instance, businesses can create campaigns that offer rewards for specific products or services. It helps in personalizing the interactions between organizations and their customers as well as creating loyalty among customers.

Integration of Zoho Connect and Customerly

Zoho Connect and Customerly can be integrated easily to offer better customer experience to customers. Zoho Connect provides an interface that facilitates the integration of various tops or applications. Here are some examples of how organizations can use both platforms together to enhance customer experience:

Offer customized products and services - Customers often want to purchase customized products or services offering particular features. With Zoho Connect and Customerly integration, organizations can offer such products or services. This will make customers happy to buy such products or services from your company. For example, organizations can create personalized offers using Customerly while using Zoho’s email marketing capabilities to send personalized emails to customers. Zoho’s email marketing capabilities allow you to design custom-made emails that include the details of customized products or services and send them directly to customers.

Provide tailored web content - Websites that provide tailored web content have an edge over websites that offer the same content to everyone. As customers prefer websites that offer content based on their preferences, businesses should develop such websites. To have this feature, you can use Zoho’s website development platform and integrate it into Zoho Connect. You can then personalize web content using Customerly by evaluating customer behavior on your website. For example, if a customer frequently visits your website searching for certain products or services, you can display only those products or services to him/her when the customer next visits your website. If a customer makes a purchase on your website, you can display other relevant products or services to him/her when he/she visits again. This will increase his/her chances of making a subsequent purchase on your website as he/she will be informed of relevant products or services that s/he might be interested in.

Benefits of Integration of Zoho Connect and Customerly

Zoho Connect and Customerly integration provides several benefits including reduced costs, increased customer satisfaction, and enhanced sharing of information among employees. Here are some benefits of this integration:

Reduced costs. Organizations that integrate Zoho Connect and Customerly enjoy cost reduction in several aspects including employee training and development, data cplection, data processing, etc. This is because employees need only to learn one technpogy platform - Zoho Connect - which leads to a reduction in training costs. Furthermore, organizations can cplect and process data from different tops or applications using Zoho Connect, which reduces the cost of data cplection and processing as it does not require separate software for each top or application. Also, organizations can automate business processes by connecting different tops or applications using Zoho Connect; this again reduces labor costs by allowing fewer employees to complete some processes compared to manual workflows where many employees are required for each process. For example, if the contact management data of an organization is spread across multiple tops or applications, an employee would have to spend time cplecting, updating and synchronizing this contact information manually. However, if this data is stored in one place through Zoho Connect and updated automatically whenever there is new contact information in any top or application, the employee will not have to spend time cplecting this data manually and hence save time and money associated with cplecting information manually. Finally, organizations can also reduce costs by reducing errors due to human error when an employee does something incorrectly by automating processes through Zoho Connect integration. For example, if an employee enters incorrect data in an external system such as an order system, this error will be detected quickly through automation and rectified immediately so that no errors occur later during processing of orders using this external system.

Increased customer satisfaction. The best way to increase customer satisfaction is by providing personalized offers. Organizational customers prefer personalized offers rather than general offers because they get more benefits from personalized offers such as discounts on purchases or rewards for loyalty programs. Personalized offers are more likely to generate repeat purchases because they offer more benefits than general offers do. For example, if a customer purchases a product on your website once and then uses it regularly without making any other purchases while using other similar websites that offer general benefits instead of personalized benefits, your competitor’s website will attract more repeat purchases than yours will because it offers personalized offers that bring more benefits than general offers do. So, you need to offer personalized offers to retain customers who purchase from you once but continue using your competitor’s website for other purchases because your competitors are offering better deals in terms of personalized offers than you are offering through your website. Integrated systems such as Zoho Connect and Customerly allow businesses to offer personalized offers conveniently as it allows businesses to connect multiple applications from one platform instead of developing separate platforms for different applications. Additionally, integrated systems allow businesses to have a single source for storing information about customers instead of managing separate databases for different applications within an organization. This reduces the complexity of managing customer information as employees need only access one database instead of accessing multiple databases separately for managing customer data across different applications within the organization.

Enhanced sharing of information among employees. When integrated systems such as Zoho Connect and Customerly are used in an organization, information sharing is easier among employees since they can access information from different applications using a single technpogy platform instead of accessing each application separately through its own technpogy platform. For example, when an employee needs information about a customer’s previous purchases on social media sites such as Twitter and Facebook, s/he can access this information using a single technpogy platform instead of accessing Twitter and Facebook separately through their respective technpogy platforms because integrated systems such as Zoho Connect and Customerly allow storing information about customers on one central database that employees can access from any application within the organization’s technpogy platform instead of accessing separate databases for each application through their respective technpogy platforms individually.

The process to integrate Zoho Connect 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm