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.
ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.
Integrations for ChargeDeskIt's easy to connect Customerly + ChargeDesk 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 charge is created or imported.
Triggers when a charge fails.
Triggers when a charge is updated.
Triggers when a new customer is created.
Triggers when a customer is updated.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)