Customerly + SureCart Integration

Integrate Customerly to SureCart in one click, or tell Integrately AI how you want each order handled. Sync customer details, track purchases, update your CRM, and trigger automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • SureCart
    Customer is created in SureCart Instant
  • SureCart
    Customer is updated in SureCart Instant
  • SureCart
    Subscription is created in SureCart Instant
  • SureCart
    Subscription is activated in SureCart Instant
  • SureCart
    Subscription is canceled in SureCart Instant
  • SureCart
    Subscription is set to cancel in SureCart Instant
  • SureCart
    Subscription is updated in SureCart Instant
  • SureCart
    Order is created in SureCart Instant
  • SureCart
    Order is paid in SureCart Instant
  • SureCart
    Order is processing in SureCart Instant
  • SureCart
    Purchase is created in SureCart Instant
  • SureCart
    Purchase is invoked in SureCart Instant
  • SureCart
    Purchase is revoked in SureCart Instant
  • SureCart
    Refund is created in SureCart Instant
  • SureCart
    Refund is succeeded in SureCart Instant
  • SureCart
    Cancellation act is created in SureCart Instant
Arrow Right
2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • SureCart
    Get product by ID in SureCart
  • SureCart
    Get customer by ID in SureCart
  • SureCart
    Search product in SureCart
  • SureCart
    Create product in SureCart
  • SureCart
    Update product in SureCart
  • SureCart
    Create customer in SureCart
  • SureCart
    Update customer in SureCart
  • SureCart
    Get line items for the order in SureCart
  • SureCart
    Search customer in SureCart

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Ready Workflows Ready Workflows for Customerly + SureCart Integration

Sync customer orders, create CRM users, track subscription updates, and trigger marketing follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Customerly + SureCart Integration

Create SureCart contact for new Customerly contact

Creating a new SureCart contact for every new Customerly contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Customerly - SureCart integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your SureCart and Customerly systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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SureCart + Customerly Integration

Create Customerly contact from new SureCart contact

If you're an ecommerce business owner who uses SureCart to power your online store, you'll be happy to know that when a new contact is created in Customerly, this automation will automatically create a contact in SureCart.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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SureCart + Customerly Integration

Create Customerly contact from new SureCart order

As an online store owner, you're likely using SureCart to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate SureCart with Customerly? This integration will allow you to automatically create a contact for each new order in Customerly.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Customerly + SureCart flow

Extend your automation stack by connecting marketing, payments, team communication, and productivity tools after your core sync. Pick a combination and activate it in one click.

Customerly
SureCart
+
WordPressWordPress (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
ZoomZoom (3)
S
C
W
Create a WordPress user and a Customerly lead for every new SureCart order automatically.
Every new SureCart order immediately provisions a WordPress account and adds a lead in Customerly without manual work.
S
C
W
When a SureCart subscription is created, update the customer in Customerly and create a user in WordPress.
Subscription sign-ups instantly update your Customerly records and set up access in WordPress.
S
C
W
If a SureCart customer is updated, add a tag in Customerly and update the user in WordPress.
Keep user profile modifications synchronised across WordPress and Customerly whenever customer details change in SureCart.

Supported triggers and actions for Customerly and SureCart

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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SureCart
SureCart Triggers & Actions
Instant
Customer is created in SureCart
Triggers the automation when a new customer is created
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Instant
Customer is updated in SureCart
Triggers the automation when customer details are updated
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Instant
Subscription is created in SureCart
Triggers the automation when a new subscription is created
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Instant
Subscription is activated in SureCart
Triggers the automation when a subscription is activated
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Instant
Subscription is canceled in SureCart
Triggers the automation when a subscription is canceled
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Instant
Subscription is set to cancel in SureCart
Triggers the automation when a subscription is set to cancel
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Instant
Subscription is updated in SureCart
Triggers the automation when a subscription is updated
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Instant
Order is created in SureCart
Triggers the automation when a new order is created
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Instant
Order is paid in SureCart
Triggers the automation when payment is made for any order
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Instant
Order is processing in SureCart
Triggers the automation when an order is being processed
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Instant
Purchase is created in SureCart
Triggers the automation when a new purchase is created
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Instant
Purchase is invoked in SureCart
Triggers the automation when a purchase is invoked
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Instant
Purchase is revoked in SureCart
Triggers the automation when any purchase is cancelled
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Instant
Refund is created in SureCart
Triggers the automation when a refund is initiated
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Instant
Refund is succeeded in SureCart
Triggers the automation when a refund is successfully processed
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Instant
Cancellation act is created in SureCart
Triggers the automation when an action is cancelled
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Get product by ID in SureCart
Retrieves product information by ID
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Get customer by ID in SureCart
Retrieves customer information by ID
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Search product in SureCart
Searches for a product
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Create product in SureCart
Generates and launch new products
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Update product in SureCart
Updates product information
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Create customer in SureCart
Adds a new customer to the database
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Update customer in SureCart
Updates a customer's information
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Get line items for the order in SureCart
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Search customer in SureCart
Locates and retrieves customer information
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What can you automate with Customerly + SureCart?

Streamline your e-commerce operations by connecting order management and CRM workflows into seamless automated pipelines.

What you can automate?
🔄
Sync store orders and CRM leads automatically
Turn every new SureCart order into a user or lead in Customerly the moment checkout completes. Eliminate manual data entry and keep your customer database perfectly aligned with your store.
📋
Capture every submitted customer field
Map all available SureCart checkout details and customer answers directly into Customerly fields instead of just names and emails. Your CRM profile becomes a richer source for engagement.
🔔
Notify your team instantly on order events
Send instant alerts to your sales or support channels whenever a new order is paid or a subscription is created. Ensure your team stays informed without checking dashboards manually.
🔀
Route records based on purchase details
Apply specific tags or assign different follow-up sequences in Customerly depending on the specific product or tier purchased in SureCart. Tailor your engagement automatically.
🔄
Keep customer profiles up to date
Automatically update customer contact information and address changes in Customerly whenever profiles are modified in SureCart. Maintain clean data across your entire tech stack.
👥
Prevent duplicate records and sync existing users
Search for existing customer profiles before creating new records, ensuring returning buyers update their existing history in Customerly rather than generating duplicate entries.
💳
Manage subscription status and refunds
Trigger automated CRM updates when subscriptions are activated, canceled, or when refunds succeed in SureCart. Keep your customer lifecycle stages accurate and up to date.
🌐
Extend your workflow to team communication apps
Connect your Customerly and SureCart core flow with Slack or email tools to notify stakeholders, alert finance teams, and trigger cross-departmental follow-up actions effortlessly.
And much more...

Who is Customerly + SureCart integration for?

E-commerce store owners, marketers, and operations managers eliminate manual data entry and keep customer records synchronised across platforms instantly.

Performance marketers
Performance marketers
Customer support managers
Customer support managers
Account managers
Account managers
E-commerce store owners
E-commerce store owners
Sales reps
Sales reps
Operations managers
Operations managers
📈
Performance marketers
You're running store promotions and ad campaigns but your CRM records only update when someone manually exports orders, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new order creates a CRM user instantly and your data stays current.
Customer support managers
You need to answer customer inquiries quickly, but store purchases and subscription updates sit in your checkout platform before someone copies them over, meaning you find out about client issues too late — connecting these apps means every customer profile and order appears in your CRM the moment it happens.
📊
Account managers
You answer to clients and stakeholders who want to see real-time buyer engagement and order volumes, but manual reporting leaves gaps in your pipeline data — automating both apps means your client accounts and customer interactions update automatically without spreadsheet errors.
📦
E-commerce store owners
The transaction volume on your online store is too high for anyone to keep customer records up to date by hand, leading to missing CRM entries and fragmented purchase history — this integration means every order and customer profile syncs automatically in the background.
🤝
Sales reps
You own the outreach process and depend on store managers to hand over new buyer details, but manual handoffs cause delays in reaching out to high-value customers — automating both apps means new store leads land in your CRM queue immediately for prompt follow-up.
🔍
Operations managers
You need a reliable history of customer orders and subscriptions for audits and forecasting, but you keep finding gaps caused by manual copy-pasting between platforms — connecting these apps means your CRM and store records remain a complete and accurate picture of your business.
Our team

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Why choose Integrately to automate Customerly + SureCart

Build and manage your Customerly + SureCart 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 + SureCart 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.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Customerly to SureCart?
Frequently Asked Questions
You can connect Customerly to SureCart in just 1 click using ready workflows on Integrately. Choose a template, connect your accounts, and start automating your customer data and store orders immediately.
Can I automatically create a Customerly user when a new SureCart order is placed?
Frequently Asked Questions
Can I connect Customerly, SureCart, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and SureCart?
Frequently Asked Questions
How does Customerly handle new leads from SureCart?
Frequently Asked Questions
Can I track SureCart subscription updates in Customerly?
Frequently Asked Questions
Do I need coding skills to automate Customerly and SureCart?
Frequently Asked Questions
Is the Customerly and SureCart integration free?
Frequently Asked Questions
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You Can Also Connect Customerly or SureCart With 1500+ Other Apps

Customerly
Popular Customerly Integrations
Connect Customerly to CRMs, email marketing tools, and customer support platforms to manage and follow up on your leads.
SureCart
Popular SureCart Integrations
Sync SureCart with accounting, project management, and reporting tools to keep store data working across your stack.
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SureCart Integrations arrow right
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