Customerly and Salesflare
How to connect Customerly
- Via Zapier — 8 operations available. Set it up ↗
- Via Make — 13 modules available. Set it up ↗
What you can automate
- When new Lead in Customerly, find or create contact in Salesflare.
About Customerly
Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.
Customerly operations on Zapier
Triggers (5)
Start a workflow when this happens
- Lead Converted to User — Triggers when a lead has been converted to user.
- New Lead — Triggers when a new lead is created.
- New Tag on a User — Triggers when a user is tagged.
- New User — Triggers when a new user is created.
- Unsubscribe — Triggers when a user unsubscribes.
Actions (3)
Things Salesflare can make it do
- Add User Tag — Attach a tag to an existing user or lead.
- Create/Update Lead — Creates or updates a lead.
- Create/Update User — Creates or updates a new user.
Customerly operations on Make
Triggers (1)
Start a workflow when this happens
- Universal Trigger — Triggers when the entity to which you attached the webhook is executed.
Actions (9)
Things Salesflare can make it do
- Add a Tag / Untag — Adds or deletes a user or lead tag.
- Create / Update a Lead — Creates or updates a lead.
- Create / Update a User — Creates or updates a user.
- Delete a Lead — Deletes a lead.
- Delete a Tag — Deletes a tag.
Show 4 more actions
- Delete a User — Deletes a user.
- Get a Lead — Gets a lead.
- Get a User — Gets a user.
- Make an API Call — Performs an arbitrary authorized API call.
Searches (3)
Look up existing records
- List Leads — Gets all leads.
- List Tags — Gets all tags.
- List Users — Gets all users.
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