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.
Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.
Integrations for Adobe Acrobat SignIt's easy to connect Customerly + Adobe Acrobat Sign without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a new document signed
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates an agreement. Sends it out for signatures.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)