How to connect Customerly to your sources

In order to populate Customerly with your data to deliver an email campaign or to build a workflow, you have several choices to start from.

Luca Micheli
Written by Luca MicheliLast update 1 year ago

To better support your customers or deliver laser-targeted campaigns based on their behaviors or status you might want to add customer data to your Customerly.

5 benefits to connecting your data

  • Your customer service team will always be on top of the incoming requests by knowing exactly who is the person they are speaking to.

  • You can assign conversations based on your rules

  • You will be able to create dynamic lists

  • You can create behavioral marketing communications 

  • You can deliver an in-app survey to only a category of your clients.

To connect Customerly with your data you can:

  1. Use the Chat JS API integrating the live chat script with the attributes fetching.

  2. Connect with our API on your backend.

  3. Create a Zap on Zapier

  4. Import Users or Leads.

  5. Integrating Customerly SDKs into your iOS and Android mobile apps.

  6. Create and connect WordPress Forms maid with MailMunch to Customerly.

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