Customerly + Syncro Integration

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Create Customerly contact for new Syncro customer

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 Syncro - Customerly integration, anytime a new Syncro customer is created, an Customerly 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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Create Syncro customer 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 - Syncro integration, anytime a new Customerly contact is created, an Syncro customer 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.

Activate

When Customer is created in Syncro > Check condition > Create user in Customerly

Syncro + Customerly Integration

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When Customer is created in Syncro > Check condition > Create lead in Customerly

Syncro + Customerly Integration

Activate

When User is created in Customerly > Check condition > Create customer in Syncro

Customerly + Syncro Integration

Activate

When User is created in Customerly > Check condition > Create lead in Syncro

Customerly + Syncro Integration

Activate

When Lead is created in Customerly > Check condition > Create customer in Syncro

Customerly + Syncro Integration

Activate

When Lead is created in Customerly > Check condition > Create lead in Syncro

Customerly + Syncro Integration

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to automate repetitive tasks between Customerly & Syncro

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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
Customer is created in Syncro
Ticket is created in Syncro Instant
Ticket status is changed in Syncro Instant
Ticket is marked as resolved in Syncro Instant
RMM alert is created in Syncro Instant
Invoice is created in Syncro Instant
Payment is made in Syncro Instant

Create user in Customerly
Add tag to user in Customerly
Create lead in Customerly
Create customer in Syncro
Search customer in Syncro
Create ticket in Syncro
Create lead in Syncro

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You Can Also Connect Customerly or Syncro With 1100+ Other Apps

Customerly is the fully integrated CRM system for e-commerce businesses. It helps you boost your customer engagement, automate your marketing and sales processes, convert more customers, and grow your business.

See Customerly Integrations

Syncro is the integrated business platform for running a profitable MSP. With PSA, RMM & remote access all in one affordable package, Syncro is perfect for any business looking to streamline its operations.

See Syncro Integrations