Customerly + Firmao Integration

Connect Customerly to Firmao in 1 click

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Customerly + Firmao Integration

Create Firmao task for new Customerly contact

In Customerly, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Customerly + Firmao Integration
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
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
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750 Tasks
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