Customerly + Signaturely Integration
Integrate Customerly to Signaturely in one click, or tell Integrately AI how you want each lead handled. Send signing requests, track document completion, update your CRM, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
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
Document is completed in Signaturely Instant- Document is sent in Signaturely Instant
2.
- Create user in Customerly
- Add tag to user in Customerly
- Create lead in Customerly
- Create signing request in Signaturely
- Search document in Signaturely
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Ready Workflows for Customerly + Signaturely Integration
Capture leads, send signing requests, track completed documents, update your CRM, and alert your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Customerly + Signaturely flow
Send documents for signing after user creation, notify your team, update your records, and track follow-ups. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
HubSpot (3)
HubSpot (3) +
Asana (3)
Asana (3) C
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When a new lead is created in Customerly, create a customer in Shopify and send a signing request in Signaturely.
New Customerly leads instantly create a Shopify customer and trigger a Signaturely signing request without manual data entry.
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When a document is completed in Signaturely, add a tag to the user in Customerly and create an order in Shopify.
Completed Signaturely documents update your Customerly user tags and generate a new order in Shopify automatically.
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When a user is created in Customerly, create an order in Shopify and search for a document in Signaturely.
New Customerly users trigger a Shopify order creation and verify existing documents in Signaturely instantly.
Supported triggers and actions for Customerly and Signaturely
Mix and match to build the exact automation you need
What can you automate with Customerly + Signaturely?
Streamline your document workflows and CRM updates with powerful, ready-to-use automations.
🚀
Trigger Signaturely signing requests from Customerly leads
Automatically send a document for signature the moment a new lead is created in Customerly. Eliminate manual document creation and accelerate your closing timeline.
📋
Capture every submitted field in your documents
Map customer details from your CRM directly into your signature requests. Ensure every contract contains accurate contact data without re-typing.
🔔
Notify your team as soon as documents are sent
Alert your sales channel in Slack or via email the moment a signing request goes out or a document is completed. Keep everyone informed in real time.
🔀
Route workflows based on user tags and fields
Send different document templates or trigger specific CRM updates depending on the tags or attributes submitted by your leads.
🔄
Keep your CRM up to date as contracts progress
Automatically update user tags and CRM records when signature requests are viewed, sent, or completed. Maintain a pristine audit trail.
🔍
Search and verify existing document records
Automatically check Signaturely for existing document statuses whenever a user profile is updated or created in Customerly.
✅
Handle later contract completion events
Trigger downstream fulfillment tasks, CRM updates, and team alerts the exact moment a document is marked completed in Signaturely.
🔗
Extend your workflow to messaging and tasks
Connect your core automation to Slack, Gmail, or Asana to notify stakeholders, send emails, or create follow-up tasks effortlessly.
And much more...
Who is Customerly + Signaturely integration for?
Sales reps, customer success managers, and operations teams streamline document execution and CRM management to close contracts faster without manual data entry.
Performance marketers
Sales representatives
Account managers
Operations directors
Legal and compliance leads
Customer success teams
📈
Performance marketers
You're running campaigns across multiple channels but your CRM only updates when someone manually exports leads, so the lead counts you're reviewing are always hours behind — with this integration, every new lead triggers signing workflows instantly and your data stays current.
⚡
Sales representatives
You need to send contracts immediately when prospects show interest, but manual copying delays your outreach and frustrates buyers — automating both apps means every new lead receives a signing request instantly and deals move forward without friction.
🤝
Account managers
You answer to clients who expect completed paperwork to reflect in their profiles right away, but manual handoffs cause frustrating delays — this integration means every completed signature updates your CRM records instantly.
📊
Operations directors
The volume of inbound leads and contracts is too high for your staff to keep up with by hand, leading to missed agreements and administrative errors — connecting these apps means document requests and user updates happen automatically at scale.
💼
Legal and compliance leads
You depend on upstream sales teams to hand over signed documents so you can begin compliance reviews, but tracking files across systems is exhausting — automating both apps means document completion statuses flow directly into your CRM.
🗂️
Customer success teams
You need a reliable history of customer interactions and signed agreements, but you keep finding gaps in your user records — connecting Customerly and Signaturely means every contract milestone is logged accurately.
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 + Signaturely
Build and manage your Customerly + Signaturely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Customerly + Signaturely 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Customerly + Signaturely Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Customerly to Signaturely?
You can connect Customerly to Signaturely in 1 click using ready automation templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and document signing processes along with tools like Slack, Gmail, and HubSpot.
Can I automatically send signing requests when a new lead is created in Customerly?
Can I connect Customerly, Signaturely, and HubSpot?
What is a good Zapier alternative for Customerly and Signaturely?
How are user tags and records updated when a Signaturely document is completed?
Can I search for Signaturely documents based on Customerly user activity?
Do I need coding skills to automate Customerly and Signaturely?
Is the Customerly and Signaturely 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.
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