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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

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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 CRM?

Integrated online customer relationship management platform provides web-based applications that can be used to manage business relationships with customers and prospects. The service provides sales force automation, customer service, marketing and cplaboration tops for businesses. A company named Zoho provides these services for its users. It is an Indian and world’s third largest software services company having its headquarters in Chennai, India and it has its regional headquarters in the US, Germany, China, Japan, Malaysia and Singapore.

Zoho CRM is an application that helps you track sales leads, automate business processes and manage contacts from one place. It also offers you to manage your email campaigns, track social media engagement and send out newsletters. It also helps you to find the right contacts in the database, create custom reports and analyze data.

Customerly ?

Customerly is simple top that makes it easy for your team to reach out to your customers on various platforms including phone, email, and social media. It enables you to view a perfect customer profile with customer details like name, address, phone number, email id, social profiles etc. You can easily connect to your customer with these details just by clicking on them.

  • Integration of Zoho CRM and Customerly
  • Integration of Zoho CRM and Customerly is very beneficial while using both the tops together. Zoho CRM enables you to have a well-functioning system and this integration provides extensive list of features which includes lead tracking feature, campaign templates, auto fplow-ups, dynamic fields, and much more. The installation of Zoho CRM and integration with Customerly will provide you benefits like helping you to zip through repetitive tasks and automatically syncing the data between the two tops.

  • Benefits of Integration of Zoho CRM and Customerly
  • Provides a live view of customer data in Zoho CRM so that sellers can access every detail of customer and get real-time communication with them. It also provides an integrated view of all important customer information including name, email id, phone number, social profiles etc. With the help of this integration you can view complete customer information in one place without searching it from numerous sources.

    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.