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.
Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.
Integrations for Microsoft ExcelIt's easy to connect Customerly + Microsoft Excel 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 row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Adds a new row to the end of a specific table.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)