Customerly + Workast Integration

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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
Task is created in Workast

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Ready Workflows for Customerly + Workast Integration

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Create Workast task for new Customerly contact

Customerly and Workast are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Customerly, do you also create a task in Workast? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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When User is created in Customerly > Check any condition > Create Task in Workast

Customerly + Workast Integration

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When Lead is created in Customerly > Check any condition > Create Task in Workast

Customerly + Workast Integration

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Our team can create automations for you... At no extra cost!

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Top 10 Most Popular Customerly Automations from
Integrately Community

Just click on the workflow you want to automate

Create Customerly contact for new Elementor Forms form submission

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Create Customerly contact for new Circle contact

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Send Telegram message for new Customerly contact

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Send UChat message for new Customerly contact

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Create Customerly contact for new Webflow form submission

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Create Customerly contact for new Elementor Forms form submission

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Create Customerly contact for new Circle contact

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Send Telegram message for new Customerly contact

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Send UChat message for new Customerly contact

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Create Customerly contact for new Webflow form submission

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Create Customerly contact for new Simvoly form submission

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Create Customerly contact for new WPForms form submission

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Create Customerly contact for new Ontraport response

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Create Customerly contact for new Survey Monkey survey response

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Create Customerly contact for new involve.me participant

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Create Customerly contact for new Simvoly form submission

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Create Customerly contact for new WPForms form submission

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Create Customerly contact for new Ontraport response

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Create Customerly contact for new Survey Monkey survey response

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Create Customerly contact for new involve.me participant

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Top 10 Most Popular Workast Automations from
Integrately Community

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Price Comparison with Popular Alternatives

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Want to automate something else in your workflow?

You Can Also Connect Customerly or Workast With 1400+ Other Apps

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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.

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