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Zoho Mail + Customerly Integrations

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

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

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

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 Mail + Customerly

  • Zoho Mail Customerly

    Zoho Mail + Customerly

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

    Zoho Mail + Customerly

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

    Zoho Mail + Customerly

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

    Zoho Mail + Customerly

    Create or Update Lead to Customerly from New Email Matching Search in Zoho Mail Read More...
    Close
    When this happens...
    Zoho Mail New Email Matching Search
     
    Then do this...
    Customerly Create or Update Lead
  • Zoho Mail Customerly

    Zoho Mail + Customerly

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

    Zoho Mail + {{item.actionAppName}}

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

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

    Triggers
  • New Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Send Email

    Draft and send a new email message.

  • 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 Mail & Customerly Integrations Work

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

    (2 minutes)

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

Integration of Zoho Mail and Customerly

Zoho Mail?

Zoho Mail is an email service provider that offers a bundle of services that includes email, contacts, calendars, tasks, wiki, blogs, helpdesk, surveys and more. It can be accessed from anywhere via a web browser or mobile phone.

Customerly ?

Customerly is a customer relationship management top provided by Zoho. The integrated spution of Zoho Mail and Customerly helps businesses to know their customers better and to improve customer service.

  • Integration of Zoho Mail and Customerly
  • Businesses can use both Zoho Mail and Customerly to manage their marketing, sales and customer support activities online. Through the integration of Zoho Mail and Customerly , businesses will have access to critical business data through Zoho CRM, enabling them to develop a complete profile of each customer. For example, email exchanges can be used to build customer profiles for each contact. So when a customer calls in for assistance, the representative will have all the information about the customer at hand, making the process smoother and faster.

  • Benefits of Integration of Zoho Mail and Customerly
  • Customers will be able to use one inbox for all their communications, thus saving time and effort. And because promotional messages are sent to people who have opted-in to receive them, customers are not getting bombarded with irrelevant messages. This creates a positive impression of the organization, improving customer satisfaction. Businesses will also benefit from accurate data about their customers and prospects. Better customer service means increased customer loyalty and profits.

    The process to integrate Zoho Mail 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.