BaseLinker + Customerly Integration

Integrate BaseLinker to Customerly in one click, or tell Integrately AI how you want each order handled. Sync customer profiles, create users, update order details, and trigger targeted marketing automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • BaseLinker
    Order is created in BaseLinker
  • BaseLinker
    Invoice is created in BaseLinker
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
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2.
  • BaseLinker
    Create product in BaseLinker
  • BaseLinker
    Create order in BaseLinker
  • BaseLinker
    Update order in BaseLinker
  • BaseLinker
    Search order by phone in BaseLinker
  • BaseLinker
    Search order by email in BaseLinker
  • BaseLinker
    Get order by Id in BaseLinker
  • BaseLinker
    Add invoce in BaseLinker
  • BaseLinker
    Add a tracking number in BaseLinker
  • BaseLinker
    Get order package in BaseLinker
  • BaseLinker
    Add payment in BaseLinker
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly

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Ready Workflows Ready Workflows for BaseLinker + Customerly Integration

Capture orders, create users, tag customers, update records, and trigger marketing follow-ups, all in just one click.

Most popular automationmost-popular-automations
BaseLinker + Customerly Integration

Create Customerly contact from new BaseLinker order

As an online store owner, you're likely using BaseLinker to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate BaseLinker with Customerly? This integration will allow you to automatically create a contact for each new order in Customerly.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your BaseLinker + Customerly flow

Extend your ecommerce automation to manage customer data, marketing campaigns, and team alerts across your entire stack. Pick a combination and activate it in one click.

BaseLinker
Customerly
+
ShopifyShopify (3)
+
WooCommerceWooCommerce (3)
+
MailchimpMailchimp (3)
+
ActiveCampaignActiveCampaign (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
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B
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Create a Shopify order in BaseLinker and add a new user in Customerly instantly
Every Shopify order automatically generates a matching order in BaseLinker and a new user in Customerly without manual data entry.
S
C
B
When a Shopify customer is created, create a lead in Customerly and add an invoice in BaseLinker
New Shopify customers immediately become leads in Customerly while generating an invoice record in BaseLinker.
S
B
C
Add a tracking number in BaseLinker and tag the user in Customerly when a Shopify order ships
Fulfill orders in Shopify, update tracking details in BaseLinker, and tag your customer in Customerly automatically.

Supported triggers and actions for BaseLinker and Customerly

Mix and match to build the exact automation you need

BaseLinker
BaseLinker Triggers & Actions
Order is created in BaseLinker
Triggers the automation when a new order is created
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Invoice is created in BaseLinker
Triggers the automation when any invoice is added or modified
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Create product in BaseLinker
Adds a new product in BaseLinker
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Create order in BaseLinker
Creates a new order
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Update order in BaseLinker
Updates the status and details of an existing order
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Search order by phone in BaseLinker
Searches for orders using phone information
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Search order by email in BaseLinker
Searches for an order using the provided email address
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Get order by Id in BaseLinker
Retrieves an order by its id
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Add invoce in BaseLinker
Generates and add a new invoice to the system
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Add a tracking number in BaseLinker
Assigns a tracking number to a shipment
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Get order package in BaseLinker
Retrieves and process order packages
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Add payment in BaseLinker
Adds payment details to the system
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Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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What can you automate with BaseLinker + Customerly?

Streamline your e-commerce operations by connecting order management and customer relationship workflows into one seamless automated loop.

What you can automate?
🔄
Sync every new order to your CRM
Automatically generate a corresponding user profile in Customerly the moment an order is created in BaseLinker. Keep customer data unified across platforms without lifting a finger.
📋
Capture every submitted field and detail
Map customer names, contact numbers, and purchase items into your CRM records. Ensure complete data fidelity across your sales and fulfillment tools.
💬
Alert your team instantly on messaging apps
Send instant notifications to your sales or support channels whenever a new order is logged or a customer profile is tagged. Keep internal stakeholders informed in real time.
🔀
Route records based on order attributes
Apply different tags or create specialized user profiles depending on order amounts, customer tiers, or specific product categories purchased.
🔄
Keep your records updated continuously
Automatically update order statuses and user tags across both platforms when modifications happen in either BaseLinker or Customerly.
🔎
Search and update instead of creating duplicates
Look up existing records by phone or email before updating orders or adding tags. Prevent duplicate user profiles and maintain clean database hygiene.
📦
Handle later fulfillment and shipping status events
Trigger automated workflows when tracking numbers are added or invoices are generated. Keep customers and internal teams updated through every fulfillment stage.
🌐
Extend your workflow to a supporting app
Connect your core BaseLinker and Customerly flow with Google Sheets, Slack, or Shopify to archive data, notify teams, or trigger multi-app pipelines.
And much more...

Who is BaseLinker + Customerly integration for?

E-commerce operators, sales managers, and support teams rely on this integration to eliminate manual data entry, streamline customer management, and keep orders synchronized.

Performance marketers
Performance marketers
Support team leads
Support team leads
Account managers
Account managers
E-commerce store operators
E-commerce store operators
Sales representatives
Sales representatives
Finance and audit teams
Finance and audit teams
📈
Performance marketers
You're running multi-channel campaigns but your reporting dashboards only update when someone manually exports order records, so the revenue counts you're reviewing are always hours behind — this integration means every new order lands in your CRM instantly and your metrics stay current.
Support team leads
You need to act fast on incoming customer requests, but new buyers in BaseLinker take too long to appear in your customer support tool — this integration means every new customer profile is established instantly so your support agents can respond without delay.
📋
Account managers
You answer to stakeholders who want to see real-time progress on client onboarding, but manual profile creation slows down your team — this integration means every order and user record is populated automatically and project reporting remains accurate.
📦
E-commerce store operators
The daily volume of orders is too high for anyone to keep up with manual data entry between your multi-store manager and CRM — this integration means order creation and user syncing happen in the background without human intervention.
🤝
Sales representatives
You own the outreach step and depend on upstream order processing to hand over customer details before you can reach out — this integration means customer data flows directly from your store manager to your CRM the moment a purchase occurs.
🔍
Finance and audit teams
You need a reliable history of all transactions and keep finding audit gaps caused by manual invoice and record logging — this integration means every transaction creates a verifiable paper trail across your systems without missing entries.
Our team

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Why choose Integrately to automate BaseLinker + Customerly

Build and manage your BaseLinker + Customerly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect BaseLinker + Customerly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect BaseLinker to Customerly?
Frequently Asked Questions
You can connect BaseLinker to Customerly in 1 click using ready workflows or by asking Integrately AI to build the automation for you. With 42,000+ active users and 1,500+ integrations, setup takes just minutes.
Can I automatically create a Customerly user when an order is created in BaseLinker?
Frequently Asked Questions
Can I connect BaseLinker, Customerly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BaseLinker and Customerly?
Frequently Asked Questions
How does BaseLinker handle order data during synchronization?
Frequently Asked Questions
How does Customerly manage user profiles during this integration?
Frequently Asked Questions
Do I need coding skills to automate BaseLinker and Customerly?
Frequently Asked Questions
Is the BaseLinker and Customerly integration free?
Frequently Asked Questions
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