Phone.com + Customerly Integration

Connect Phone.com to Customerly - Automate your workflows in 1-click

Set up Phone.com automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. With Customerly automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Get the best of both with Integrately’s Phone.com + Customerly integration.
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Customerly + Phone.com Integration

Create Phone.com contact for new Customerly contact

If you're using Customerly to manage your sales leads, it's important to also use Phone.com to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Customerly, a corresponding contact will automatically be created in Phone.com.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Phone.com + Customerly Integration
1.
  • Phone.com
    Call is created in Phone.com Instant
  • Phone.com
    Call recording is created in Phone.com Instant
  • Phone.com
    SMS is recived in Phone.com Instant
  • Phone.com
    Call is completed in Phone.com Instant
  • Phone.com
    SMS is sent in Phone.com Instant
  • Phone.com
    Call log record is created in Phone.com Instant
  • 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
2.
  • Phone.com
    Update contact in Phone.com
  • Phone.com
    Search contact in Phone.com
  • Phone.com
    Send SMS in Phone.com
  • Phone.com
    Create Contact in Phone.com
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
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Integrate Phone.com & Customerly In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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