Customerly + SMTP Integration

Integrate Customerly to SMTP in one click, or tell Integrately AI how you want each lead handled. Capture leads, trigger targeted email campaigns, alert your team, and track delivery automatically.

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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
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2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • SMTP
    Send email in SMTP

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Ready Workflows Ready Workflows for Customerly + SMTP Integration

Send email campaigns, trigger follow-ups, notify your team, and update records, all in just one click.

Most popular automationmost-popular-automations
Customerly + SMTP Integration

Send SMTP email for new Customerly contact

Anytime a new contact is added to your Customerly, automatically send them a email through SMTP letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Customerly - SMTP integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Customerly + SMTP flow

Sync your customer data, manage sales workflows, and alert your team across your entire tool stack. Pick a combination and activate it in one click.

Customerly
SMTP
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ShopifyShopify (4)
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WooCommerceWooCommerce (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
S
C
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Create a Customerly lead for every new Shopify order, and send a confirmation email via SMTP
New Shopify orders instantly create a lead in Customerly and trigger a confirmation email via SMTP, eliminating manual data entry.
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S
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When a lead is created in Customerly, create a Shopify customer and send a welcome email via SMTP
Customerly leads become Shopify customers automatically while sending a welcome email via SMTP to start engagement.
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C
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When a Shopify order is fulfilled, add a tag to the user in Customerly and send a shipping notification via SMTP
Fulfilled Shopify orders update user tags in Customerly and trigger a shipping update email via SMTP instantly.
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When a Customerly lead converts to a user, create a draft order in Shopify and send a proposal email via SMTP
Converted Customerly leads generate draft orders in Shopify and dispatch a proposal email via SMTP automatically.

Supported triggers and actions for Customerly and SMTP

Mix and match to build the exact automation you need

Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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SMTP
SMTP Triggers & Actions
No trigger is available
Send email in SMTP
Sends an email to a recipient
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What can you automate with Customerly + SMTP?

Streamline your customer engagement and email marketing by connecting Customerly events directly to SMTP deliveries.

What you can automate?
🚀
Send emails for every new lead
Automatically trigger outbound emails through SMTP the moment a new lead is created in Customerly. Eliminate manual sending delays and reach prospects instantly.
📋
Capture every submitted field
Map all available lead details from Customerly into your SMTP email templates instead of just basic names. Your outgoing messages carry complete context for better engagement.
🔔
Notify teams on key events
Alert your sales and support teams immediately whenever user engagement milestones occur in Customerly. Keep everyone informed without manual check-ins.
🔀
Route emails based on tags
Send different email sequences through SMTP depending on the specific tags applied to users in Customerly. Deliver tailored messaging based on customer tier.
🔄
Keep records updated continuously
Synchronize user status changes and unsubscriptions between Customerly and your email delivery system automatically. Maintain data accuracy across platforms.
🛡️
Prevent duplicate records
Match existing user profiles in Customerly before triggering new SMTP campaigns to avoid sending duplicate messages to the same contact.
⏱️
Handle later status changes
Trigger automated follow-up emails when user subscriptions are updated, completed, or cancelled in your CRM system.
🔗
Extend flows to Slack
Connect Customerly and SMTP to Slack so your team receives channel notifications whenever automated campaigns are dispatched.
And much more...

Who is Customerly + SMTP integration for?

Connecting Customerly and SMTP helps sales, marketing, and customer support teams automate email delivery, eliminate manual outreach, and keep communication flows running smoothly.

Growth marketers
Growth marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
E-commerce store owners
E-commerce store owners
Customer support leads
Customer support leads
Operations directors
Operations directors
📈
Growth marketers
You're capturing leads in your CRM but your email delivery reports only update when someone manually exports data, so your campaign metrics are always hours behind — with this integration, every new lead triggers immediate email dispatch and your data stays current.
⚡
Sales development reps
You need to act fast when prospects register, and manual emailing means you find out too late to close — with this integration, every new lead triggers automated email delivery instantly and your pipeline moves faster.
🤝
Client success managers
You answer to stakeholders who want to see prompt client onboarding, but manual outreach creates delivery bottlenecks — with this integration, every user signup automatically triggers welcome sequences and your progress reporting is always up to date.
📊
E-commerce store owners
The order volume is too high for anyone to keep up with manual receipt and notification emails by hand — with this integration, every purchase instantly generates CRM records and dispatches delivery emails without errors.
🎯
Customer support leads
You own the onboarding follow-up and depend on upstream lead creation to hand over tickets and user records — with this integration, every new registration triggers immediate email sequences and your team stays perfectly aligned.
🔍
Operations directors
You need a reliable communication history and keep finding gaps where emails were missed or CRM leads were uncontacted — with this integration, every event securely triggers automated delivery and your records remain complete.
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Why choose Integrately to automate Customerly + SMTP

Build and manage your Customerly + SMTP automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Customerly + SMTP with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect Customerly to SMTP?
Frequently Asked Questions
You can connect Customerly to SMTP in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your team. It connects seamlessly with Shopify, WooCommerce, Slack, and 1,500+ other apps.
Can I automatically send an email via SMTP when a new lead is created in Customerly?
Frequently Asked Questions
Can I connect Customerly, SMTP, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and SMTP?
Frequently Asked Questions
How are customer records handled between Customerly and SMTP?
Frequently Asked Questions
Can I track email delivery statuses from SMTP inside Customerly?
Frequently Asked Questions
Do I need coding skills to automate Customerly and SMTP?
Frequently Asked Questions
Is the Customerly and SMTP integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Customerly or SMTP With 1500+ Other Apps

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SMTP
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Sync SMTP with analytics, marketing, and reporting tools to keep email delivery data working across your stack.
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