Customerly integrations

Connecting Customerly on Make

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Connect Customerly with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Customerly to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Build your Customerly integrations.

Create custom Customerly workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Tag / Untag

Adds or deletes a user or lead tag.

Action

Create / Update a Lead

Creates or updates a lead.

Action

Create / Update a User

Creates or updates a user.

Action

Delete a Lead

Deletes a lead.

Action

Delete a Tag

Deletes a tag.

Action

Delete a User

Deletes a user.

Action

Get a Lead

Gets a lead.

Action

Get a User

Gets a user.

Action

List Leads

Gets all leads.

Search

Popular Customerly workflows.

Looking to get more out of Customerly? With Make you can visually integrate Customerly into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Create Customerly leads from new Google Sheets rows

Every time a new person is added to your Google Sheets spreadsheet, Make will automatically add that person to Customerly as a deal. The template uses this example spreadsheet.

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Send messages to Slack for new users or leads in Customerly

Every time there is a new user or lead added to Customerly, Make will automatically send a message containing info about that user or lead via Slack.

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Send messages to Slack when users unsubscribe in Customerly

When user or lead unsubscribe in Customerly, Make will automatically send a notification message via Slack.

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Add new Shopify customers to Customerly as leads

Every time a new order is created in Shopify, Make will automatically retrieve information about a customer and add that contact to Customerly as a lead.

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