Automate Customerly and Happyforms

You can combine any triggers and actions to create automation rules that save you time.

Triggers

Happyforms

  • When a specific Happyforms form is submitted. You can conditionally trigger the automation based on the submitted form data or the login status of the user.

View all triggers

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

View all available actions

Ready to get started?

You can connect Customerly to Happyforms 4 simple steps.

First, go ahead and install Noptin.

Next, install the Customerly and Happyforms 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.

What are you waiting for?

Connect Happyforms to Customerly Now

More than 11,000 websites use Noptin. Is yours next?