Customerly + EasyPractice Integration

Integrate Customerly to EasyPractice in one click, or tell Integrately AI how you want each client handled. Convert therapy appointments into CRM leads, update your customer records, alert your team, and track client engagement automatically.

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1.
  • 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
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
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2.
  • 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 Customerly + EasyPractice Integration

Capture new therapy clients as CRM leads, update user profiles, trigger marketing workflows, and track e-commerce engagement, all in just one click.

Most popular automationmost-popular-automations
EasyPractice + Customerly Integration

Create Customerly contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Customerly contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Customerly automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Customerly + EasyPractice flow

Sync client appointments with scheduling tools, notify team channels, send marketing updates, and log billing records. Pick a combination and activate it in one click.

Customerly
EasyPractice
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Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
ZoomZoom (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
E
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When a new client is added in EasyPractice, create a lead in Customerly and schedule an event in Google Calendar.
New EasyPractice clients become Customerly leads instantly while scheduling a corresponding event in Google Calendar, keeping your schedule and CRM aligned.
E
C
G
When a new appointment is booked in EasyPractice, create a user in Customerly and update your Google Calendar schedule.
Booked appointments in EasyPractice create Customerly users and update Google Calendar events without manual intervention.
E
C
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When a client is deactivated in EasyPractice, tag the user in Customerly and remove the calendar event in Google Calendar.
Deactivated EasyPractice clients update their tag status in Customerly and remove scheduled slots from Google Calendar.

Supported triggers and actions for Customerly and EasyPractice

Mix and match to build the exact automation you need

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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EasyPractice
EasyPractice Triggers & Actions
New appointment in EasyPractice
Triggers the automation when a new appointment is scheduled
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New invoice in EasyPractice
Triggers the automation when a new invoice is created
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Client deactivated in EasyPractice
Triggers the automation when any client is deactivated
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New client in EasyPractice
Triggers the automation when a new client is added to the system
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No action is available

What can you automate with Customerly + EasyPractice?

Streamline your client intake, CRM updates, and team notifications with ready-to-run automation recipes.

What you can automate?
🔄
Sync new therapy clients into CRM leads
Capture every new client registered in EasyPractice and create a corresponding lead in Customerly automatically. Eliminate manual data entry between your practice management software and CRM.
🏷️
Apply tags based on billing and invoices
Update user tags in Customerly whenever new invoices are generated in EasyPractice. Keep your audience segmentation accurate for marketing campaigns.
📅
Trigger calendar events on client bookings
Schedule consultations and update calendars the moment a client books an appointment in EasyPractice. Ensure your team stays aligned on daily availability.
💬
Alert team channels on new client signups
Send instant notifications to your Slack or team channels whenever a client registers or books an appointment in EasyPractice.
👤
Register appointment bookers as CRM users
Convert scheduled appointment slots in EasyPractice into active user profiles within Customerly for streamlined communication.
❌
Manage deactivations and update user tags
Apply archival tags in Customerly whenever a client is deactivated in EasyPractice, keeping your active user database clean.
💳
Connect invoicing milestones to billing apps
Trigger Stripe payment links or record financial data automatically whenever a new invoice is created in EasyPractice.
✉️
Extend workflows to email marketing platforms
Add new EasyPractice clients directly to your Mailchimp mailing lists via Customerly to send onboarding sequences immediately.
And much more...

Who is Customerly + EasyPractice integration for?

Therapy practices and e-commerce business owners connecting client management with customer engagement workflows to keep data synchronized and client onboarding running smoothly.

Practice managers
Practice managers
Client coordinators
Client coordinators
Clinical supervisors
Clinical supervisors
E-commerce support teams
E-commerce support teams
Customer success managers
Customer success managers
Operations leads
Operations leads
📈
Practice managers
You're reviewing appointment volumes and client growth but your CRM records only update when someone manually exports data, so the metrics you're reporting against are always delayed — automating both apps means every new client lands in Customerly instantly and your reports stay current.
⚡
Client coordinators
You manage intake schedules in EasyPractice but need to alert team members the moment a booking occurs, and manual handovers cause missed follow-ups — with this integration, every new appointment creates a CRM user and alerts your staff immediately.
📋
Clinical supervisors
You report on client progress and billing milestones to outside stakeholders, but scattered records create gaps in your tracking history — this integration means every invoice and appointment updates your CRM records automatically for accurate oversight.
🏢
E-commerce support teams
Your therapy practice handles high volumes of client registrations that overwhelm manual data entry workflows, leading to errors in customer databases — automating both apps means every client record and tag syncs without manual intervention.
🤝
Customer success managers
You own post-onboarding engagement in Customerly but depend on practitioners to manually notify you when new clients finish initial sessions — connecting these apps means every new EasyPractice client triggers your CRM onboarding workflows right away.
🔍
Operations leads
You audit practice data and client histories, but manual entry leads to missing tags and disconnected records across platforms — automating both apps means every client status change updates your CRM database with complete accuracy.
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Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Customerly + EasyPractice

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

1,500+ apps connected
1,500+ apps connected
Connect Customerly + EasyPractice 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Customerly to EasyPractice?
Frequently Asked Questions
You can connect Customerly to EasyPractice in 1-click using ready workflows on Integrately, or use Integrately AI to build custom automations with tools like Google Calendar, Mailchimp, and Slack.
Can I automatically create a Customerly lead when a new client registers in EasyPractice?
Frequently Asked Questions
Can I connect Customerly, EasyPractice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and EasyPractice?
Frequently Asked Questions
How does Customerly handle lead creation during EasyPractice client registration?
Frequently Asked Questions
Can I update user tags in Customerly when EasyPractice generates a new invoice?
Frequently Asked Questions
Do I need coding skills to automate Customerly and EasyPractice?
Frequently Asked Questions
Is the Customerly and EasyPractice integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Customerly or EasyPractice With 1500+ Other Apps

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EasyPractice
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Sync EasyPractice with calendar, billing, and telehealth tools to streamline practice management.
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