SQL Server + Customerly Integrations
Syncing SQL Server with Customerly Leave your email address and we'll keep you up-to-date with new product releases and inform you when you can start syncing.
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About SQL Server
Connect Microsoft SQL Server with thousands of the most popular apps, so you can automate your work.
About 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.
Customerly IntegrationsConnect SQL Server + Customerly in easier way
It's easy to connect SQL Server + Customerly without coding knowledge. Start creating your own business flow.
- Triggers
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New LeadTriggers when a new lead is created.
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New UserTriggers when a new user is created.
- Actions
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Add User TagAttach a tag to an existing user or lead.
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Create or Update LeadCreates or updates a lead.
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Create or Update UserCreates or updates a new user.
How SQL Server & Customerly Integrations Work
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Step 1: Choose SQL Server as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select 'Trigger' from the Triggers List.
(10 seconds)
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Step 3: Pick SQL Server as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from __DISPNAME__ to __DISPNAME1__
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
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