


Funnel Premium + Customerly Integration
Integrate Customerly to Funnel Premium in one click, or tell Integrately AI how you want each lead handled. Capture leads, create contacts, update members, and trigger follow-ups automatically.
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Ready Workflows for Customerly + Funnel Premium Integration
Capture leads, create contacts, update orders, notify your team, and send follow-ups, all in just one click.
Most popular automations








When Form response is created in Funnel Premium > Check any condition > Create user in Customerly
Funnel Premium + Customerly Integration

When Form response is created in Funnel Premium > Check any condition > Create lead in Customerly
Funnel Premium + Customerly Integration

When User is created in Customerly > Check condition > Create member in Funnel Premium
Customerly + Funnel Premium Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Customerly + Funnel Premium flow
Connect supporting tools to sync e-commerce data, alert your team, and automate multi-step handoffs. Pick a combination and activate it in one click.


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Shopify (4)
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Stripe (4)
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Meta Ads (4)
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Mailchimp (4)
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Google Sheets (4)
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Slack (4)
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When a new Shopify order is created, create a lead in Customerly and add the product in Funnel Premium.
New Shopify orders instantly trigger a lead in Customerly and create the corresponding product in Funnel Premium without manual data entry.
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When a Shopify product is updated, update the product in Funnel Premium and tag the user in Customerly.
Updated Shopify product details automatically refresh in Funnel Premium while tagging the relevant user in Customerly.
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If a Shopify order is created, create a lead in Customerly and create a member in Funnel Premium.
Every new Shopify order creates a lead in Customerly and registers a new member in Funnel Premium automatically.
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Use ChatGPT to summarise new Shopify orders, create a lead in Customerly, and create a contact in Funnel Premium.
ChatGPT processes new Shopify orders to generate insights, creating a lead in Customerly and a contact in Funnel Premium.
Supported triggers and actions for Funnel Premium and Customerly
Mix and match to build the exact automation you need

Funnel Premium Triggers & Actions
Instant
Form response is created in Funnel Premium
Triggers the automation when a form is filled
Try it → Instant
Contact is created or updated in Funnel Premium
Triggers the automation when a contact is created or updated
Try it → Instant
Order is created in Funnel Premium
Triggers the automation when a new order is created
Try it → Instant
Order is updated in Funnel Premium
Triggers the automation when any order is updated
Try it → Instant
Product is created in Funnel Premium
Triggers the automation when a new product is created
Try it → Instant
Product is updated in Funnel Premium
Triggers the automation when a product is updated
Try it → Instant
Booking is created in Funnel Premium
Triggers the automation when a new booking is created
Try it → What can you automate with Customerly + Funnel Premium?
Streamline your e-commerce operations by syncing leads, automating contact creation, and keeping customer records fully updated across both platforms.
🔄
Sync every new lead instantly
Automatically create a contact in Funnel Premium the moment a new lead is created in Customerly. Eliminate manual exports and ensure zero lag in your sales pipeline.
📝
Capture every submitted form field
Map all submitted Funnel Premium form responses directly into your Customerly CRM records. Maintain complete customer data without missing custom attributes.
🔔
Alert your team in real time
Notify your sales channel the second a high-value funnel order or form response comes in. Ensure prompt follow-up and increase conversion rates.
🔀
Route records based on submitted data
Apply conditional logic to assign different member groups or tags in Customerly depending on the specific product or plan selected in Funnel Premium.
🔄
Keep destination records updated
Automatically update existing contacts in Funnel Premium whenever corresponding user details or tags change in Customerly. Keep all records accurate.
🔍
Prevent duplicate records
Search existing contacts before creating new ones in Funnel Premium or Customerly. Keep your database clean and avoid messy duplicate profiles.
💳
Manage later status changes
Handle order updates, cancellations, and product modifications seamlessly across both Customerly and Funnel Premium without manual intervention.
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Extend your workflow to Slack
Connect your core Customerly and Funnel Premium automation to Slack for instant team notifications and streamlined operational handoffs.
And much more...
Who is Customerly + Funnel Premium integration for?
E-commerce managers, marketers, and sales teams rely on this integration to eliminate manual data entry, keep pipelines synchronised, and ensure leads never fall through the cracks.
E-commerce marketing managers
Sales team leads
Client account directors
High-volume store owners
Fulfillment coordinators
Customer success leads
📈
E-commerce marketing managers
You're running campaigns to capture leads but your CRM data only updates when someone manually exports submissions, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Customerly instantly and your pipeline stays current.
🚀
Sales team leads
You need to act fast on new funnel submissions, and you find out too late because contact details sit unnotified in a separate funnel tool — with this integration, every form response creates a lead instantly and your team can follow up immediately.
🤝
Client account directors
You answer to stakeholders who want to see live funnel progress, but compiling stats by hand leaves gaps in your reporting — with this integration, contact updates flow straight into your CRM to give you a reliable history.
⚡
High-volume store owners
The volume of funnel orders is too high for anyone to keep up by hand, leading to missed customer records and broken sales tracking — with this integration, every order triggers automated CRM actions and keeps your records error-free.
📦
Fulfillment coordinators
You own the next step after a purchase and depend on someone upstream to hand over customer details, causing frustrating operational delays — with this integration, customer data transfers automatically so you can start processing orders right away.
🗂️
Customer success leads
You need a reliable history of user engagement and keep finding gaps in customer profiles caused by manual entry errors — with this integration, user activities sync seamlessly to maintain complete profiles across platforms.

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 Funnel Premium + Customerly
Build and manage your Funnel Premium + Customerly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Funnel Premium + Customerly 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?
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Automation is ready
Connect Funnel Premium + Customerly Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Customerly to Funnel Premium?
You can connect Customerly to Funnel Premium in one click using pre-built workflows on Integrately. Select a ready template, connect your accounts with Shopify, Stripe, or Slack, and let Integrately AI configure your custom automation.
Can I automatically sync Funnel Premium contacts into Customerly?
Can I connect Customerly, Funnel Premium, and Slack?
What is a good Zapier alternative for Customerly and Funnel Premium?
How does Customerly handle lead creation in integrations?
How does Funnel Premium manage form responses during automation?
Can I set up this automation without writing any code?
Is the Customerly and Funnel Premium integration free?
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