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Connect Customerly integrations

Deliver instant, human-like support to your users by automating Customerly with Make. Connecting this customer messaging help desk to our workflow automation tool lets you automatically tag active users, sync new sales leads, and trigger targeted campaigns based on live chat interactions. Sign up for free today to build your first support scenario.

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Build your Customerly integrations.

Enhance your customer support and marketing automation strategy by connecting Customerly with hundreds of other essential business tools using Make. This powerful visual automation builder empowers you to design custom, multi-step workflows that synchronize customer data in real-time, eliminate manual data entry errors, and optimize your communication channels. Whether you want to automatically sync new Customerly leads with your CRM, trigger instant notifications for urgent chat conversations, or compile valuable customer feedback into organized spreadsheets, Make provides the robust, no-code infrastructure needed to scale your operations. By automating these repetitive tasks, your support and sales teams can focus on delivering exceptional user experiences and nurturing relationships instead of managing disconnected software. Unlock the full potential of your technology stack, drive organizational efficiency, and build smarter, error-free business processes that run entirely on autopilot. Experience the power of modern workflow design and sign up for a free account on Make today to start building your own custom Customerly integrations.

Customerly
Add a Tag / Untag

Adds or deletes a user or lead tag.

Action
Customerly
Create / Update a Lead

Creates or updates a lead.

Action
Customerly
Create / Update a User

Creates or updates a user.

Action
Customerly
Delete a Lead

Deletes a lead.

Action
Customerly
Delete a Tag

Deletes a tag.

Action
Customerly
Delete a User

Deletes a user.

Action
Customerly
Get a Lead

Gets a lead.

Action
Customerly
Get a User

Gets a user.

Action
Customerly
List Leads

Gets all leads.

Search

Connect any app with Customerly

Popular Customerly workflows.

Connect Customerly to other apps using Make. Sync your data, automate customer support, and simplify your workflows.

Automate Customerly integrations with Make to scale your business

Use Make to connect Customerly with Google Sheets, Shopify, Slack, and Calendly. Automate your routine data transfers, remove repetitive manual tasks, and keep your marketing pipelines moving to better support your customers.

Seamlessly sync event invitees as users

Automatically turn your Calendly bookings into Customerly users so your support team is always prepared for every call.

Turn spreadsheet data into active leads

Instantly import new rows from Google Sheets into Customerly to keep your sales and marketing pipelines moving without manual copy-pasting.

Connect e-commerce sales with customer care

Automatically add new Shopify customers to Customerly as leads, making it easy to follow up with targeted marketing right after a purchase.

Get instant team alerts in Slack

Keep your team in the loop by automatically broadcasting Customerly sign-ups and unsubscribes directly to your Slack channels.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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