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SharePoint + Customerly Integrations

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

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About Customerly

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

Customerly Integrations
Connect SharePoint + Customerly in easier way

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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.

How SharePoint & Customerly Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SharePoint 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 SharePoint and Customerly

SharePoint?

SharePoint is a web-based application, which enables organizations to share and store information online. By using SharePoint, users can easily share data across the organization. It helps businesses to increase their efficiency and productivity.

Customerly ?

Customerly is an online platform that provides its customers with tops to manage their companies’ customer experience. It manages customer service on behalf of its partners. Customers can spve any complaint they have by using this platform. They can also rate the services provided by their partners.

  • Integration of SharePoint and Customerly
  • Customerly allows its customers to create a Customerly account and access it from any device they want. The main benefit is that the customers can log in to Customerly from anywhere and manage their companies’ customer experience. Another advantage is that the partnership between Customerly and SharePoint helps organizations to reach higher efficiency and effectiveness. In other words, it helps them to improve their productivity and performance.

  • Benefits of Integration of SharePoint and Customerly
  • The integration of SharePoint and Customerly has many benefits. Some of them are as fplows:

    • It helps companies to increase their customer satisfaction.
    • It increases their revenue by increasing customer retention.
    • It creates a better relationship between the organization and its customers.
    • It helps organizations to improve their performance and productivity in general.

    The process to integrate SharePoint 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.