Automate Customerly and Everest Forms
You can combine any triggers and actions to create automation rules that save you time.
Triggers
weForms
- When a specific Everest Forms form is submitted. You can conditionally trigger the automation based on the submitted form data or the login status of the user.
Actions
Users / Leads
- Create or update a user / lead in Customerly
- Unsubscribe a user / lead from Customerly
Tags
- Tag a user / lead in Customerly
- Remove a Tag from a user / lead in Customerly
Sample Automation Rules
Explore sample automation rules to streamline your connection.
Users / Leads
Create or update a user / lead in Customerly when a specific Everest Forms form is submitted.
Tags
Tag a user / lead in Customerly when a specific Everest Forms form is submitted.
Ready to get started?
You can connect Customerly to Everest Forms 4 simple steps.
First, go ahead and install Noptin.
Next, install the Customerly and Everest Forms add-ons.
Once you've installed the Customerly addon, Noptin will redirect you to the Customerly settings page where you can connect your Customerly account.Connect your account and then map the Noptin custom fields to Customerly custom fields.
Finally, create any needed automation rules or automated emails.
Save money
You can also connect Customerly to other WordPress plugins and forms at no extra cost to you. All Noptin plans give you access to 58 add-ons and integrations that you can download freely from your account. This saves you money since you don’t have to purchase a separate add-on for each service you use.
What are you waiting for?
Connect Everest Forms to Customerly Now
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