Customerly + Fluent CRM Integration

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Fluent CRM + Customerly Integration

Create Customerly contact for new Fluent CRM 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 Fluent CRM - Customerly integration, anytime a new Fluent CRM contact 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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Customerly + Fluent CRM Integration
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
  • Fluent CRM
    Contact is created in Fluent CRM
  • Fluent CRM
    Contact is updated in Fluent CRM
2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • Fluent CRM
    Create contact in Fluent CRM
  • Fluent CRM
    Search contact in Fluent CRM
  • Fluent CRM
    Update contact in Fluent CRM
  • Fluent CRM
    Add note to contact in Fluent CRM
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