Categories
Help Desk
Made by
Zapier
Customerly
Customerly is a helpdesk solution that offers live chat to its customers and can automate your email marketing processes. With it, you can video chat and screen share, create canned responses and incorporate the customizable template generator into your email marketing experience.
With forms.app, and Customerly integration, it is possible to convert your form responses into user and lead profiles. With the data you collect from your answers, you can create a user or lead profile in Customerly and update them if you wish.
How to connect your forms with Customerly via Zapier
With forms.app and Customerly, integrated via Zapier, you can start your marketing automation process by including your form or survey responses in your help desk operations.
What you need to get started:
● forms.app account
● Customerly account
● A Zapier account
How to set up this integration?
- Click the 'Use This Integration' button.
- When you are taken to Zapier's page, click the “forms.app + Connect Customerly” button.
- Sign in to your Zapier and forms.app accounts.
- Follow the simple steps to set up the integration you like.
- End the integration and enable Zap.
It's done! forms.app and Customerly integration will be your biggest helper for the help desk!
