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Zoho Subscriptions + Customerly Integrations

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

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About Zoho Subscriptions

Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.

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 Subscriptions + Customerly

  • Zoho Subscriptions Customerly

    Zoho Subscriptions + Customerly

    Create or Update Lead from Customerly from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Payment Success
     
    Then do this...
    Customerly Create or Update Lead
  • Zoho Subscriptions Customerly

    Zoho Subscriptions + Customerly

    Create or Update User from Customerly from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Payment Success
     
    Then do this...
    Customerly Create or Update User
  • Zoho Subscriptions Customerly

    Zoho Subscriptions + Customerly

    Add User Tag in Customerly when Payment Success is added to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Payment Success
     
    Then do this...
    Customerly Add User Tag
  • Zoho Subscriptions Customerly

    Zoho Subscriptions + Customerly

    Create or Update Lead from Customerly from Cancel Subscription to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Cancel Subscription
     
    Then do this...
    Customerly Create or Update Lead
  • Zoho Subscriptions Customerly

    Zoho Subscriptions + Customerly

    Create or Update User from Customerly from Cancel Subscription to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Cancel Subscription
     
    Then do this...
    Customerly Create or Update User
  • Zoho Subscriptions {{item.actionAppName}}

    Zoho Subscriptions + {{item.actionAppName}}

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

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

    Triggers
  • Cancel Subscription

    Triggers when a subscription is canceled

  • New Invoice

    Triggers when a new Invoice is created

  • New Subscription

    Triggers when a new subscription is created

  • Payment Success

    Triggers when a payment received successfully

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Subscription

    Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.

  • 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 Zoho Subscriptions & Customerly Integrations Work

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

    (2 minutes)

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

Integration of Zoho Subscriptions and Customerly

Zoho Subscriptions and Customerly are two powerful applications which help in the subscription-based business operations. Zoho Subscriptions is a project management and customer relationship management software which helps in accepting payments, managing subscriptions, invoices, and customer support. Customerly is a social media platform for customers which helps in building communities for customers around a product. Both of these applications can be integrated to enhance the productivity of subscription-based businesses.

Integration of Zoho Subscriptions and Customerly

It is very easy to integrate the two applications together. The first step is to create a “Zoho Subscriptions” account. Once it is done, then you need to go to the “Social Feature” option of Customerly. You will see two options here – “Link Zoho Subscriptions” and “Edit Zoho Subscriptions Settings”. Click on the second option to edit the settings. Now, you will see an option to add your Zoho Subscriptions account. Click on that option. After completing the integration, you will be able to use all the features of Zoho Subscriptions from within the Customerly dashboard. For example, you can set up a subscription plan, publish an invoice on the website, view customer details from within the social dashboard, and more.

Benefits of Integration of Zoho Subscriptions and Customerly

Integration of Zoho Subscriptions and Customerly helps in streamlining the sales process. By integrating the two applications together, you can easily manage your entire customer life cycle – new customers, existing customers, and subscribers. Each phase has its own challenges like onboarding new members, keeping them engaged, communicating with customers, and many others. Integration of Zoho Subscriptions and Customerly helps in spving most of these problems in automation. You can easily streamline all these customer life cycle processes with Zoho Subscriptions and Customerly integration.

The process to integrate Zoho Subscriptions 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.