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Integrating Zoho CRM with Customerly by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Zoho CRM and Customerly

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Integrations for Zoho CRM
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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.

Integrations for Customerly
Connect Zoho CRM + Customerly in easier way

It's easy to connect Zoho CRM + Customerly without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new contact is added.

  • New or Updated Module Entry

    Triggers instantaneously when an entry is created or modified in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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 Zoho CRM & Customerly Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Customerly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho CRM to Customerly .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:09 am
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