Mailshake Customerly Integration using AI Agents
Appy Pie Automate allows you to Integrate Mailshake with Customerly using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
Simplify Mailshake Customerly Integration with seamless setup
Easily set up Mailshake Customerly Integration without coding. Start automating your workflows and Integrate Mailshake with Customerly today.
-
New Click
Triggers when a recipient clicks on a link.
-
New Lead
Triggers when a lead is created.
-
New Lead Status
Triggers when the status of a lead changes.
-
New Message Sent
Triggers when an email is sent to a recipient from one of the campaign sequence messages.
-
New Open
Triggers when a recipient opens an email.
-
New Reply
Triggers when a recipient replies to one of your messages.
-
New Lead
Triggers when a new lead is created.
-
New User
Triggers when a new user is created.
-
Add Recipient by Email Address
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
-
Add Recipients by Email Addresses
Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent
-
Create Leads
Creates leads from existing recipients that match the given email addresses.
-
Pause/Unpause Campaign
Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.
-
Pause/Unpause Recipient
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
-
Unsubscribe Recipients
Unsubscribes one or more recipients from all current and future campaigns for your team.
-
Update Lead Status
Updates lead status to Won, Lost, Ignored, or Reopened.
-
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.
-
New Click
Triggers when a recipient clicks on a link.
-
New Lead
Triggers when a lead is created.
-
New Lead Status
Triggers when the status of a lead changes.
-
New Message Sent
Triggers when an email is sent to a recipient from one of the campaign sequence messages.
-
New Open
Triggers when a recipient opens an email.
-
New Reply
Triggers when a recipient replies to one of your messages.
-
New Lead
Triggers when a new lead is created.
-
New User
Triggers when a new user is created.
-
Add Recipient by Email Address
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
-
Add Recipients by Email Addresses
Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent
-
Create Leads
Creates leads from existing recipients that match the given email addresses.
-
Pause/Unpause Campaign
Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.
-
Pause/Unpause Recipient
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
-
Unsubscribe Recipients
Unsubscribes one or more recipients from all current and future campaigns for your team.
-
Update Lead Status
Updates lead status to Won, Lost, Ignored, or Reopened.
-
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.
How Mailshake and Customerly Integrations Work
Follow the steps below to start setting up your Mailshake integrations using Appy Pie Automate: using Appy Pie Automate:
-
Step 1: Select Trigger
Choose Mailshake as the trigger app, select event, authenticate & successfully Test
-
Step 2: Select Action
After completing the trigger test, select Customerly as the action app from the list.
-
Step 3: Authenticate
Connect your Customerly account & authenticate it.
-
Step 4: Setup & Test
Select the data you want to send from Mailshake to Customerly & your AI Agent is ready!
Choose the app you want to Integrate with Mailshake and Customerly
- Mailshake HubSpot
- Mailshake Slack
- Mailshake Salesforce
- Mailshake Trello
- Mailshake LinkedIn
- Mailshake Zoho CRM
- Mailshake Asana
- Mailshake Google Sheets
- Mailshake Google Calendar
- Mailshake Pipedrive
- Mailshake ActiveCampaign
- Mailshake MailChimp
- Mailshake Google Contacts
- Mailshake Calendly
- Mailshake Facebook Lead Ads
- Customerly Telegram
- Customerly Gmail
- Customerly Zoom
- Customerly WhatsApp Business
- Customerly Shopify
- Customerly Google Sheets
- Customerly Slack
- Customerly Google Calendar
- Customerly Trello
- Customerly X (formerly Twitter)
- Customerly Microsoft Teams
- Customerly Zoho CRM
- Customerly Dropbox
- Customerly Twilio
- Customerly Stripe
Popular Templates for Mailshake and Customerly Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create or Update Lead to Customerly from New Click in Mailshake
-
When this happens:
New Click
-
Then do this:
Create or Update Lead
Create or Update User to Customerly from New Click in Mailshake
-
When this happens:
New Click
-
Then do this:
Create or Update User
Add User Tag in Customerly when New Click is created in Mailshake
-
When this happens:
New Click
-
Then do this:
Add User Tag
Create or Update Lead to Customerly from New Open in Mailshake
-
When this happens:
New Open
-
Then do this:
Create or Update Lead
Add User Tag in Customerly when New Open is created in Mailshake
-
When this happens:
New Open
-
Then do this:
Add User Tag
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
-
What Is Mailshake?
Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Automate allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.
-
What Is 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.
-
How Mailshake and Customerly Integrations Work?
The integration between Mailshake and Customerly is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Mailshake and Customerly . This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
-
Is the Integration Between Mailshake and Customerly secure?
While assessing the security of integrating Mailshake with Customerly , one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Mailshake-Customerly integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Mailshake and Customerly integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
-
What are AI Agents?
AI Agents in Appy Pie Automate are smart tools designed to streamline workflows by automating repetitive tasks. They work on a trigger-action model, where a specific trigger event performs a predefined action . For example, receiving an email (trigger) can automatically save an attachment to cloud storage (action). These agents connect different apps, enabling easy data transfer and efficient task management. They help save time, reduce manual work, and boost productivity with minimal effort.
All-in-one integration tool for web and mobile apps
Use the most powerful applications integration platform
Get Started Free