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Customerly + Macanta Integration

Customerly + Macanta Integration

Connect Customerly to Macanta in 1 click

Popular Customerly + Macanta Workflows

Customerly + Macanta Integration

Create Macanta contact for new Customerly contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Customerly - Macanta integration, anytime a new Customerly contact is created, an Macanta contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Customerly + Macanta Integration

Create Macanta task for new Customerly contact

In Customerly, when you create a contact, it automatically creates a task in Macanta 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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Create Your Own Customerly & Macanta Integration In Clicks

What Do You Want To Automate?
Customerly + Macanta Integration
When
  • Lead is created in Customerly
    Lead is created in Customerly Instant
  • User is created in Customerly
    User is created in Customerly Instant
  • Lead converted to user in Customerly
    Lead converted to user in Customerly Instant
  • User is tagged in Customerly
    User is tagged in Customerly Instant
  • User is unsubscribed in Customerly
    User is unsubscribed in Customerly Instant
Automatically
  • Create user in Customerly
    Create user in Customerly
  • Create lead in Customerly
    Create lead in Customerly
  • Add tag to user in Customerly
    Add tag to user in Customerly
  • Create a Data Object in Macanta
    Create a Data Object in Macanta
  • Edit a Data Object in Macanta
    Edit a Data Object in Macanta
  • Get Data Object via Item ID in Macanta
    Get Data Object via Item ID in Macanta
  • Get Data Object by Field Value ID in Macanta
    Get Data Object by Field Value ID in Macanta
  •  Create DO Note in Macanta
    Create DO Note in Macanta
  • Create or Update a Contact in Macanta
    Create or Update a Contact in Macanta
  • Create Note in Macanta
    Create Note in Macanta
  • Create Task in Macanta
    Create Task in Macanta
  • Get Contact Details in Macanta
    Get Contact Details in Macanta

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Why Customerly & Macanta Users Integrately

Customerly + Macanta Integration
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