Customerly Integrations, Integrate Customerly using AI Agents
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Gain full visibility into your prospects, opportunities, teams, accounts, campaigns, and contact activities by leveraging
Customerly integrations with Appy Pie Automate.
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Choose the app you want to Integrate with Customerly
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Workday
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ADP
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Premium
Vend
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Zoom
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Premium
Amazon SQS
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Premium
Microsoft Dynamics 365 Business Central
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Microsoft Exchange
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Shippo
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Premium
MailChimp Ecommerce
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Etsy
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Basecamp Classic
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Xendit
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Deskpro
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Loyverse
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kanban Tool
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Basin
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Getform
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SendFox
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uProc
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StoryChief
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SMTP by Automate
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Netlify
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IMAP by Automate
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AWeber
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Arthur Online
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CheckMarket
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Customerly
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Chargebee
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Mixpanel
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MongoDB
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Nimble
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Acuity Scheduling
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Teachable
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OnceHub
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Snov.io
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Gravity Forms
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Box
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Daylite
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WordPress Quiz Maker
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Keap
Here is a list of Customerly Triggers and Actions available for Customerly integrations
Explore the various ways you can automate your workflow by leveraging these Customerly Triggers and Actions.
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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
How to Set Up Customerly Integrations
Follow the steps below to start setting up your Customerly integrations using Appy Pie Automate:
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![diagram]()
Step 1: Sign up or Login
Visit Appy Pie Automate and sign up or login if you already have an account.
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![diagram]()
Step 2: Select App
Select the Customerly in the App directory and select your desired trigger event.
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![diagram]()
Step 3: Connect Account
Click on ‘Connect an Account’ and enter your Trigger App account to link your account.
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![diagram]()
Step 4: Trigger Ready
Your Trigger app is now set to connect with numerous supported apps on Appy Pie Automate.
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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.
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When evaluating the security of App1's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that App1 and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of App1's integrations, ensuring a robust and protected environment.
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