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Airtable + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Airtable and Customerly

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best Airtable and Customerly Integrations

  • Airtable PDFMonkey

    Airtable + PDFMonkey

    Create a PDF document in PDFMonkey for every new Airtable record Read More...
    When this happens...
    Airtable New Record
     
    Then do this...
    PDFMonkey Generate Document
    Use Appy Pie Connect and integrate your PDFMonkey with Airtable. After setting this integration up, whenever a new record is added to your Airtable database, PDFMonkey will automatically generate a new PDF document. This PDFMonkey-Airtable integration will help you efficiently organize all your Airtable records. You can also apply a term for the Airtable record that you want to send to PDFMonkey.
    How This PDFMonkey- Airtable Integration Works
    • A new record added to your Airtable database
    • Appy Pie Connect automatically generates a PDF file.
    What You Need
    • A PDFMonkey account
    • An Airtable account
  • Airtable Trello

    Airtable + Trello

    Create Trello cards for new records in Airtable Read More...
    When this happens...
    Airtable New Record
     
    Then do this...
    Trello Create Card
    Airtable is the fastest way to create and manage spreadsheets and Trello is the easiest way to manage just about anything. Put them together and you have a powerful combo that makes it easy to conduct your business, grow your sales team, and reduce your repetitive work. After setting this Agendor-Trello integration up, Appy Pie Connect will automatically create a new card whenever you win a deal on Agendor.
    How It Works
    • A new record is found in Airtable
    • Appy Pie Connect automatically creates a new card in Trello
    Apps Involved
    • Airtable
    • Trello
  • Airtable Google Calendar

    Airtable + Google Calendar

    Create a detailed event in Google Calendar from new Airtable records Read More...
    When this happens...
    Airtable New Record
     
    Then do this...
    Google Calendar Create Detailed Event
    You can now create Google calendar events from within Airtable. Simply connect your Airtable and Google Calendar accounts, and you'll be able to schedule new events directly from records. Set this Airtable-Google Calendar integration, and Appy Pie Connect will automatically create a detailed event for every Airtable record. Try out this Connect today to save time on event management and let Appy Pie Connect do the heavy lifting for you.
    How This Integration Works
    • A new record is found in Airtable
    • Appy Pie Connect automatically creates a detailed event in Google Calendar
    Apps Involved
    • Airtable
    • Google Calendar
  • Airtable Todoist

    Airtable + Todoist

    Add a task in Todoist on a new record in Airtable Read More...
    When this happens...
    Airtable New Record
     
    Then do this...
    Todoist Create Task
    if you’re using Airtable and Todoist together, this integration can streamline your workflow in two powerful ways: It automatically creates a task in Todoist for each new record in Airtable. This can save you hours of work as you don’t have to manually add tasks to your Todoist project. After setting this Airtable-Todoist integration up, Appy Pie Connect will automatically create tasks in Todoist whenever new records are added to Airtable.
    How This Airtable-Todoist Integration Works
    • A new record is added in Airtable
    • Appy Pie Connect automatically creates a task in Todoist
    What You Need
    • Airtable
    • Todoist
  • Airtable Airtable

    Canny + Airtable

    Create a new record in Airtable for new Canny comment Read More...
    When this happens...
    Airtable New Comment
     
    Then do this...
    Airtable Create Record
    Everyone knows that customer feedback is crucial. But it’s hard for teams to collect and process it all, especially from multiple channels. With this Appy Pie Connect integration, adding new comments as records in Airtable helps your company track and respond to any customer interaction in one central place.
    How This Canny-Airable Integration Works
    • A user comments on a post in Canny
    • Appy Pie Connect creates a record in Airtable
    What You Need
    • Canny account
    • Airtable account
  • Airtable Airtable

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Airtable {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Airtable + Customerly in easier way

It's easy to connect Airtable + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Airtable & Customerly Integrations Work

  1. Step 1: Choose Airtable as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Airtable with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Customerly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Customerly with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Airtable and Customerly

Airtable is an online database management system which enables the user to sort, store and access data in a matter of seconds. The company was co-founded by its current CEO, Christian Reber, in 2012. It started as a top for developers to build their own applications but Airtable has since evpved into a database software used by companies and individuals. Airtable is free to use up to 10 people. If you need more than 10 people, you have to pay $10 per month for each extra person.

Customerly is a customer service software which helps companies manage all customer communication in one place. The software has advanced features such as automated booking reminders, live chat, surveys and email tracking. Customerly was founded by Aad van Moorsel and Lukasz Zawadzki in 2015.

Integration of Airtable and Customerly allows the user to create database templates for different departments. These databases are created using the drag-and-drop function. Users can then update these databases with information from Customerly. This integration makes it easier for companies to share customer data between departments such as sales and marketing teams. Integration saves customers time because they do not have to manually enter data; they can simply update it via Customerly.

Benefits of Integration of Airtable and Customerly

Airtable helps companies manage their client information by making it easy for them to organize their data into tables, lists and cards. This helps customers keep track of clients' information without going through hectic processes. Airtable also helps companies record notes about clients and track their progress without having to switch between several applications used to organize data. Customers can also view statistics about their clients' interests and activities by integrating their Airtable database with Customerly's customer outreach tops such as surveys, automation emails and live chats.

The integration of Airtable and Customerly reduces the number of steps invpved in cplecting customer information. Previously, a company would have had to log into multiple systems to cplect customer data. With the integration of these two softwares, companies can obtain the same information in a shorter amount of time. For example, if you want to get feedback about your product, you can easily reach out to your customers directly from Customerly with a simple survey or email outreaches. You can also manage your customers' information by organizing it into different types of lists within Airtable database so that you can easily remember who you have contacted and who still needs your attention. Integration saves individuals time because they no longer have to manually compile information from different sources in order to keep track of their clients' information.

The process to integrate Airtable and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.