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Customerly + ConvertKit Integrations

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

About Customerly

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

About ConvertKit

ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.

ConvertKit Integrations
Connect Customerly + ConvertKit in easier way

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    Actions
  • 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.

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

How Customerly & ConvertKit Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Customerly and ConvertKit

Customerly ?

Customerly is a customer relationship management system. It is designed to help companies manage their leads, sales, and support. Customerly provides a foundation for companies with complex sales processes.

ConvertKit?

ConvertKit is an email marketing service. They make it easy for bloggers, podcasters, and other marketers to build an audience and grow their business. It’s especially good for those who want to focus on creating great content for their readers instead of building a complicated sales funnel.

Integration of Customerly and ConvertKit

Since Customerly helps companies manage their leads, sales, and support while ConvertKit helps companies manage their email marketing, they are integrated well. This integration is particularly beneficial because it allows for all data to be managed through one system. This way, there is no need to re-enter information and there is no possibility of any information being lost in the shuffle between the two systems.

Another benefit of the integration of the two systems is that it allows for easier communication between customers and your support team. When a customer needs to be contacted by the support team, they are sent an email from ConvertKit which automatically includes data from Customerly . This makes it easy for the support team to quickly look up any information they need regarding a given customer.

Benefits of Integration of Customerly and ConvertKit

The integration of these two systems has many benefits. If you have any questions about how the integration could benefit your business, feel free to reach out to our team at 866-943-8729 or send us an email at [email protected]. We’d be happy to talk with you more about how this integration can help your company!

The process to integrate Customerly and ConvertKit 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.