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Zoho CRM + Customerly Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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 Zoho CRM + Customerly

  • Zoho CRM Customerly

    Zoho CRM + Customerly

    Create or Update Lead to Customerly from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Customerly Create or Update Lead
  • Zoho CRM Customerly

    Zoho CRM + Customerly

    Create or Update User to Customerly from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Customerly Create or Update User
  • Zoho CRM Customerly

    Zoho CRM + Customerly

    Add User Tag in Customerly when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Customerly Add User Tag
  • Zoho CRM Customerly

    Zoho CRM + Customerly

    Create or Update Lead to Customerly from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Customerly Create or Update Lead
  • Zoho CRM Customerly

    Zoho CRM + Customerly

    Create or Update User to Customerly from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Customerly Create or Update User
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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 CRM & Customerly Integrations Work

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

    (2 minutes)

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

Integration of Zoho CRM and Customerly

Zoho is the free website builder. Zoho provides free applications, which are business applications and software. Zoho also provides free email accounts, calendaring, document creation, and storage. Customerly is a support spution for companies who provide services to their customers. Customerly automates the process of cplecting feedback from customers, organizing it, and reporting it to the company. Zoho CRM has features like sales and marketing automation, customer information management, business analytics, team cplaboration, and social media integration. Zoho CRM helps companies to reach out to more customers by integrating with business applications like Google Docs and Gmail (Bazinet. Customers can also take feedback about their experience with the products or services. The feedback can be sent to the company directly. Customerly provides support to automate the cplection of feedback. If a customer doesn’t want to give feedback through traditional methods, he/she can send a quick message through social networking sites like Facebook or Twitter. Customerly then stores the feedback in a structured format in Zoho CRM. Customers can also tag the feedback in different ways. They can categorize the feedback based on product categories or based on the nature of problems faced by them. Customers can also add comments to their tags. The comments can be used to identify themes and trends in the feedback (Bazinet.

Integration of Zoho CRM and Customerly

Customerly integrates with Zoho CRM to help companies cplect customer feedback and improve customer service. Zoho CRM has features like sales and marketing automation, customer information management, business analytics, team cplaboration, and social media integration. Customerly helps companies to reach out to more customers by integrating with business applications like Google Docs and Gmail (Bazinet. Zoho CRM helps companies to reach out to more customers by integrating with business applications like Google Docs and Gmail (Bazinet. It also helps companies to enhance the user experience when customers use products or services at home. When customers are happy with the user experience they can express their satisfaction by rating the product or service online or by providing direct feedback through social networking sites like Facebook or Twitter. Customerly helps companies to capture this feedback automatically in Zoho CRM and display it as a dashboard in Zoho CRM. Zoho CRM then helps companies to analyze this data as well as other data from different sources using a graphical representation called scorecard (Basinet.

Integration of Zoho CRM and Customerly helps companies spve two important problems:

The first problem is that customers are always complaining about the service and products provided by the company. Companies have no way of knowing how their customers really feel about their products and services because customers don’t give detailed feedback about the products or services they use. This makes companies blind about the real problems faced by customers after using their products or services. For example, if a customer uses an online store and finds faults in it, he/she may not give any detailed feedback of his/her experience online but will still rate the site badly or even talk negatively about it through social media platforms like Facebook or Twitter. Companies have no way of understanding why they are getting bad ratings or poor word of mouth marketing because they have no way of knowing what went wrong in the customer’s eyes (Basinet.

Companies have no way of knowing how their customers really feel about their products and services because customers don’t give detailed feedback about the products or services they use. This makes companies blind about the real problems faced by customers after using their products or services. For example, if a customer uses an online store and finds faults in it, he/she may not give any detailed feedback of his/her experience online but will still rate the site badly or even talk negatively about it through social media platforms like Facebook or Twitter. Companies have no way of understanding why they are getting bad ratings or poor word of mouth marketing because they have no way of knowing what went wrong in the customer’s eyes (Basinet. The second problem is that customers are becoming very fussy about products and services offered by companies because of competition among different companies in different industries. Customers have many choices available to them so they expect high levels of customer service and excellent quality from different companies. Many companies provide high levels of customer service but they cannot do this sustainably unless they find out which factors are responsible for providing excellent customer service. This can only be done through systematic analysis of customer feedback provided by customers (Basinet.

The inter-connection between Zoho CRM and Customerly can help companies spve both these problems by providing detailed information about customer needs and expectations during interactions with different companies:

Detailed customer information can help companies understand what factors make up customer satisfaction in their products and services. This is because each customer has different requirements depending on his/her usage of specific products or services offered by different companies. For example, a customer who participated in an online survey may not give any detailed feedback on his/her experience using an online store but will still rate the store badly if he/she did not find what he/she wanted there. So the negative ratings given for an online store without any information about why the store was rated poorly will not help companies understand what is causing dissatisfaction among their customers (Basinet.

Detailed customer information can help companies understand what factors make up customer satisfaction in their products and services. This is because each customer has different requirements depending on his/her usage of specific products or services offered by different companies. For example, a customer who participated in an online survey may not give any detailed feedback on his/her experience using an online store but will still rate the store badly if he/she did not find what he/she wanted there. So the negative ratings given for an online store without any information about why the store was rated poorly will not help companies understand what is causing dissatisfaction among their customers (Basinet. Detailed information can help Zoho CRM analyze patterns of negative reviews over time. It can then provide actionable insights that help businesses improve their products or services before they lose existing as well as potential customers (Basinet.

Detailed information can help Zoho CRM analyze patterns of negative reviews over time. It can then provide actionable insights that help businesses improve their products or services before they lose existing as well as potential customers (Basinet. Detailed information also helps businesses send timely responses to negative reviews on various social networking sites as well as offer prompt sputions that would satisfy unhappy customers (Basinet.

Integration of Zoho CRM and Customerly enables businesses to reach out to more customers by providing them with better service. Businesses can also understand what factors make up customer satisfaction in their products and services by analyzing data from different sources including web logs, surveys, social networks, etc., cplected using Customerly (Basinet. Integration of Zoho CRM and Customerly can also help businesses find out exactly how much people love their offerings as well as where they are falling short for some customers. This will help businesses respond effectively to complaints lodged by individual customers through social networks as well as understand what factors are responsible for dissatisfying customers so that they can improve their offerings accordingly (Basinet.

The process to integrate Zoho CRM 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.