Connect Customerly integrations
Resolve customer support tickets end-to-end by automating Customerly on Make to connect live chat, surveys, and help centers. Linking this workspace to our workflow automation tool lets you instantly synchronize contacts, update lead tags, and trigger campaigns based on user actions. Sign up for a free account today to launch your first ticket-resolution workflow.
Customerly
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
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Customerly
Popular Customerly workflows
Integrate Customerly with Make to automate your communication. Explore top workflows to connect your tools and sync data.
Add new Calendly invitees to Customerly as users
Every time an invitee schedules an event on Calendly, Make will automatically create a new user in Customerly (if it does not already exist).
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.
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.
Integrate Customerly with Make to automate your customer workflows
Use Make to connect Customerly with Shopify, Google Sheets, Slack, and Calendly. Automatically sync leads, trigger instant team alerts, and manage customer data without manual work.
Seamless Lead Generation
Automatically turn Shopify buyers and Google Sheets contacts into Customerly leads without lifting a finger.
Effortless Meeting Follow-Ups
Instantly add new Calendly invitees to Customerly as users so you can start nurturing them right away.
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Real-Time Team Alerts
Keep your team instantly informed by sending Slack updates whenever customers subscribe or unsubscribe in Customerly.
Zero Manual Data Entry
Eliminate tedious copy-pasting by using Make to automatically move customer details from spreadsheets into Customerly.
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FAQs
How do I get started with Make?
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.
What is a scenario?
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.
What is a module?
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.
What is mapping?
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.