Customerly + Erxes Integration

Q: How do I automatically sync Erxes form submissions to Customerly?

Erxes form submissions sync to Customerly automatically using ready-made workflows on Integrately, or you can use Integrately AI to configure custom field mapping in minutes.

Q: Can I connect Customerly, Erxes, and Slack?

Yes, you can connect Customerly, Erxes, and Slack together in a multi-step workflow to capture leads and notify your team, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Customerly and Erxes?

Most alternatives lack the speed and simplicity of Integrately, which provides 20 million+ templates, AI workflow building, and 24/5 live support for your automations.

Q: How does Customerly handle lead data from Erxes chats?

Customerly handles incoming lead data by creating contact records automatically whenever a visitor submits a form in Erxes, using ready automation templates.

Q: Can Erxes trigger automated user tags in Customerly?

Yes, Erxes customer events can automatically add tags to user profiles in Customerly using pre-built automation workflows on Integrately.

Q: Do I need coding skills to automate Customerly and Erxes?

No coding skills are required to connect Customerly and Erxes, thanks to ready-made templates and Integrately AI which builds the workflow for you.

Q: Is the Customerly and Erxes integration free?

Yes, you can start the Customerly and Erxes integration on the free forever plan available on Integrately.

Integrate Customerly to Erxes in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create new leads, update your CRM, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Lead is created in Customerly Instant
User is created in Customerly Instant
User is tagged in Customerly Instant
User is unsubscribed in Customerly Instant
Lead converted to user in Customerly Instant
Customer is created in Erxes Instant
Customer is updated in Erxes Instant
Customer is deleted in Erxes Instant
Form submission is received in Erxes Instant
Company is created in Erxes Instant
Company is updated in Erxes Instant
Company is deleted in Erxes Instant
Admin sends engagement message in Erxes Instant
Customer sends a message in Erxes Instant
Admin sent message in Erxes Instant
Knowledge base is created in Erxes Instant
Knowledge base is updated in Erxes Instant
Knowledge base is deleted in Erxes Instant

Create user in Customerly
Add tag to user in Customerly
Create lead in Customerly

Trusted by experts at...

Ready Workflows for Customerly + Erxes Integration

Capture form submissions, create new leads in Customerly, tag users, alert your team, and send follow-ups, all in just one click.

Create Customerly contact for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Customerly contact and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

1of1

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

Connect more apps to your Customerly + Erxes flow

Connect your favorite tools to capture submissions, update your CRM, notify your team, and trigger automated follow-ups. Pick a combination and activate it in one click.

Shopify (3)

Mailchimp (3)

Slack (3)

Google Sheets (3)

HubSpot (3)

Calendly (3)

When an Erxes form submission arrives, create a lead in Customerly and create a customer in Shopify

Erxes form submissions create a new lead in Customerly and immediately add a customer in Shopify, so your store records stay fully synced.

When a customer sends a message in Erxes, create a lead in Customerly and create an order in Shopify

Customer messages in Erxes trigger a lead in Customerly and generate an order in Shopify instantly, streamlining your sales pipeline.

Use Claude to analyse Erxes form submissions, create a lead in Customerly, and create a customer in Shopify

Use Claude to evaluate Erxes submissions, create a lead in Customerly, and set up the customer profile in Shopify automatically.

When an Erxes form submission arrives, create a lead in Customerly and add a subscriber in Mailchimp

New Erxes submissions create a Customerly lead and add a subscriber to Mailchimp instantly, growing your mailing list without manual work.

When a customer is created in Erxes, add a tag to user in Customerly and add a subscriber in Mailchimp

New Erxes customers update Customerly tags and get added to Mailchimp lists automatically, keeping your segments organised.

Use Gemini to categorise Erxes form submissions, create a Customerly lead, and add a Mailchimp subscriber

Use Gemini to sort Erxes submissions, create a Customerly lead, and add the subscriber to the correct Mailchimp list.

When an Erxes form submission arrives, create a lead in Customerly and notify your sales channel in Slack

New Erxes submissions create a Customerly lead and alert your sales team in Slack instantly, ensuring fast follow-up.

When a customer sends a message in Erxes, add a tag to user in Customerly and alert your support channel in Slack

Customer messages in Erxes update Customerly user tags and notify your support channel in Slack for rapid assistance.

Use ChatGPT to summarise Erxes form submissions, create a Customerly lead, and alert your team in Slack

Use ChatGPT to summarise Erxes submissions, create a Customerly lead, and post the brief in Slack for your team.

When an Erxes form submission arrives, create a lead in Customerly and log the details in Google Sheets

Erxes form submissions create a Customerly lead and add a new row in Google Sheets automatically, keeping your tracking updated.

When a customer is created in Erxes, create a user in Customerly and update your tracking sheet in Google Sheets

New Erxes customers create a Customerly user and update your tracking spreadsheet in Google Sheets instantly.

Use Gemini to extract key fields from Erxes submissions, create a Customerly lead, and log it in Google Sheets

Use Gemini to parse Erxes submissions, create a Customerly lead, and save structured data in Google Sheets.

When an Erxes form submission arrives, create a lead in Customerly and create a contact in HubSpot

Erxes form submissions create a Customerly lead and add a contact in HubSpot automatically, keeping your CRM records unified.

When a customer is created in Erxes, add a tag to user in Customerly and create a deal in HubSpot

New Erxes customers update Customerly tags and create a deal in HubSpot instantly, streamlining your sales process.

Use Claude to evaluate Erxes submissions, create a Customerly lead, and create a HubSpot contact

Use Claude to qualify Erxes leads, create a Customerly lead, and add a contact in HubSpot for your sales team.

When an Erxes form submission arrives, create a lead in Customerly and schedule an event in Calendly

Erxes form submissions create a Customerly lead and set up a Calendly booking automatically, streamlining appointment scheduling.

When a customer is created in Erxes, add a tag to user in Customerly and create a meeting invite in Calendly

New Erxes customers update Customerly tags and generate Calendly meeting invites instantly for your team.

Use Gemini to assess Erxes scheduling requests, create a Customerly lead, and book a meeting in Calendly

Use Gemini to evaluate Erxes booking requests, create a Customerly lead, and schedule the meeting in Calendly.

Supported triggers and actions for Customerly and Erxes

Mix and match to build the exact automation you need

Customerly Triggers & Actions

Instant

Lead is created in Customerly

Triggers the automation when a new lead is created

Try it →

Instant

User is created in Customerly

Triggers the automation when a new user is created

Try it →

Instant

User is tagged in Customerly

Triggers the automation when a user is tagged

Try it →

Instant

User is unsubscribed in Customerly

Triggers the automation when a user is unsubscribed

Try it →

Instant

Lead converted to user in Customerly

Triggers the automation when a lead is successfully converted into a user

Try it →

Erxes Triggers & Actions

Instant

Customer is created in Erxes

Triggers the automation when a new customer is created

Try it →

Instant

Customer is updated in Erxes

Triggers the automation when customer details are updated

Try it →

Instant

Customer is deleted in Erxes

Triggers the automation when a customer is removed from the database

Try it →

Instant

Form submission is received in Erxes

Triggers the automation when a form is filled

Try it →

Instant

Company is created in Erxes

Triggers the automation when a new company is created

Try it →

Instant

Company is updated in Erxes

Triggers the automation when a company is updated

Try it →

Instant

Company is deleted in Erxes

Triggers the automation when a company is deleted

Try it →

Instant

Admin sends engagement message in Erxes

Triggers the automation when an admin sends an engagement message to a contact

Try it →

Instant

Customer sends a message in Erxes

Triggers the automation when a customer sends a message

Try it →

Instant

Admin sent message in Erxes

Triggers the automation when the admin sends a message to someone

Try it →

Instant

Knowledge base is created in Erxes

Triggers the automation when new knowledge base is created

Try it →

Instant

Knowledge base is updated in Erxes

Triggers the automation when a knowledge base is modified

Try it →

Instant

Knowledge base is deleted in Erxes

Triggers the automation when a knowledge base is deleted

Try it →

What can you automate with Customerly + Erxes?

Streamline your customer engagement and sales pipeline by automating everyday workflows between Erxes and Customerly.

Get Started For Free

🔄

Create Customerly leads from Erxes submissions

Automatically create a new lead in Customerly the moment a visitor submits a form in Erxes. Eliminate manual data entry and capture every prospect instantly.

📋

Capture every submitted chat field

Map all custom answers and form fields collected during Erxes chatbot conversations directly into Customerly without losing important details.

🔔

Alert your team about new chats

Notify the right team member immediately whenever a customer sends a message or submits a form in Erxes, ensuring rapid response times.

🔀

Route leads based on form answers

Apply different tags or create specific lead types in Customerly depending on the specific options or values selected by the user in Erxes.

📝

Keep customer profiles updated in real time

Automatically update customer information in Customerly whenever company or contact details are modified in Erxes.

🔍

Prevent duplicate records in your CRM

Check existing customer records in Customerly before creating new ones, updating profiles cleanly when returning users submit new forms.

⏱️

Manage customer lifecycle events

Trigger automated actions in Customerly when customer records are updated, tagged, or modified based on ongoing Erxes engagement.

🔌

Extend your workflow to Slack or Google Sheets

Send Erxes form submissions to Customerly and simultaneously log the data in Google Sheets or notify your team on Slack in one seamless flow.

And much more...

Who is Customerly + Erxes integration for?

Connecting Customerly and Erxes helps customer success, support, and marketing teams streamline lead capture, eliminate manual data entry, and keep every conversation organised.

Marketing managers

Customer support leads

Account managers

E-commerce store owners

Sales representatives

Operations directors

📈

Marketing managers

You review campaign submissions to measure lead generation, but your reports only update when someone manually exports data from your chatbot, so your conversion counts are always hours behind — with this integration, every new form submission lands in your CRM instantly and your pipeline stays current.

⚡

Customer support leads

You need to respond to customer queries immediately, but messages in your chatbot sit unnoticed until someone checks the inbox manually, so urgent enquiries wait too long — this integration means every incoming customer message creates a lead instantly so your team can act without delay.

📊

Account managers

You report to stakeholders on client engagement metrics, but gathering conversation logs takes hours of cross-referencing between platforms, so your updates are always delayed — automating both apps means every interaction is logged immediately and your client reports are always ready.

🛒

E-commerce store owners

Your store receives high volumes of visitor chats and form submissions daily, but your team cannot keep up with manual entry, so potential buyers slip through the cracks — automating both apps means every submission creates a customer record instantly and no lead is ever missed.

💼

Sales representatives

You depend on marketing to hand over qualified leads from chat interactions, but manual handoffs cause friction and lost context, so follow-ups get delayed — this integration means every Erxes submission is added to Customerly the second it arrives so you can start outreach immediately.

🗂️

Operations directors

You rely on a complete customer history for auditing and analysis, but manual data transfers leave missing records and inconsistent customer profiles, so your database has blind spots — with this integration, every customer event and submission is tracked reliably without manual gaps.

Try This Integration – No Code Needed

Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Customerly + Erxes

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

1,500+ apps connected

Connect Customerly + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect Customerly + Erxes Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect Customerly + Erxes Now

In Just 1 Click!

Frequently Asked Questions

How do I connect Customerly to Erxes?

You can connect Customerly to Erxes instantly using 1-click ready workflows or ask Integrately AI to build custom automations with apps like Slack, Google Sheets, and HubSpot.

How do I automatically sync Erxes form submissions to Customerly?

Can I connect Customerly, Erxes, and Slack?

What is a good Zapier alternative for Customerly and Erxes?

How does Customerly handle lead data from Erxes chats?

Can Erxes trigger automated user tags in Customerly?

Do I need coding skills to automate Customerly and Erxes?

Is the Customerly and Erxes integration free?

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 Erxes With 1500+ Other Apps

Popular Customerly Integrations

Connect Customerly to CRMs, email marketing platforms, and analytics tools to manage and scale your customer engagement.

See All
Customerly Integrations

No popular apps found

Popular Erxes Integrations

Sync Erxes with helpdesk software, messaging apps, and database tools to keep your chatbot data working across your stack.

See All
Erxes Integrations

No popular apps found

Customerly + Erxes Integration

Integrate Customerly to Erxes in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create new leads, update your CRM, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Customerly + Erxes Integration

Capture form submissions, create new leads in Customerly, tag users, alert your team, and send follow-ups, all in just one click.

Create Customerly contact for new Erxes contact

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

Connect more apps to your Customerly + Erxes flow

Connect your favorite tools to capture submissions, update your CRM, notify your team, and trigger automated follow-ups. Pick a combination and activate it in one click.

Supported triggers and actions for Customerly and Erxes

Mix and match to build the exact automation you need

What can you automate with Customerly + Erxes?

Streamline your customer engagement and sales pipeline by automating everyday workflows between Erxes and Customerly.

Who is Customerly + Erxes integration for?

Connecting Customerly and Erxes helps customer success, support, and marketing teams streamline lead capture, eliminate manual data entry, and keep every conversation organised.

Did you know?

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

Why choose Integrately to automate Customerly + Erxes

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Customerly + Erxes Integration

Integrate Customerly to Erxes in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create new leads, update your CRM, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Customerly + Erxes Integration

Capture form submissions, create new leads in Customerly, tag users, alert your team, and send follow-ups, all in just one click.

Create Customerly contact for new Erxes contact

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

Connect more apps to your Customerly + Erxes flow

Connect your favorite tools to capture submissions, update your CRM, notify your team, and trigger automated follow-ups. Pick a combination and activate it in one click.

Supported triggers and actions for Customerly and Erxes

Mix and match to build the exact automation you need

What can you automate with Customerly + Erxes?

Streamline your customer engagement and sales pipeline by automating everyday workflows between Erxes and Customerly.

Who is Customerly + Erxes integration for?

Connecting Customerly and Erxes helps customer success, support, and marketing teams streamline lead capture, eliminate manual data entry, and keep every conversation organised.

Did you know?

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

Why choose Integrately to automate Customerly + Erxes

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click