Automate Customerly and SureMembers
You can combine any triggers and actions to create automation rules that save you time.
Triggers
SureMembers
- When a user is added to an access group
- When a user is removed from an access group
- When an access group is published
Actions
SureMembers
- Add a user to an access group
- Remove a user from an access group
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 user is added to an access group.
Unsubscribe a user / lead from Customerly when a user is removed from an access group.
Unsubscribe a user / lead from Customerly when an access group is published.
Tags
Tag a user / lead in Customerly when a user is added to an access group.
Remove a Tag from a user / lead in Customerly when a user is removed from an access group.
Remove a Tag from a user / lead in Customerly when an access group is published.
Ready to get started?
You can connect Customerly to SureMembers 4 simple steps.
First, go ahead and install Noptin.
Next, install the Customerly and SureMembers 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 64 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 SureMembers to Customerly Now
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