Automate Users / Leads tags
Automatically tag and untag your Customerly users / leads based on their actions.
Sell courses
Sell courses using WooCommerce or Easy Digital Downloads and automatically sync your customers with Customerly.
Get more subscribers
Add Customerly subscription forms to your blog posts, headers, footers, popups, and other widget areas.
Automate Customerly
You can combine any triggers and actions to create automation rules that save you time.
Triggers
WordPress
- When a contact form is submitted
- When a customer's order is paid
- When a customer's order is refunded
- When a certain role is added to a user
- When a certain role is removed from a 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 contact form is submitted.
Unsubscribe a user / lead from Customerly when a customer's order is refunded.
Create or update a user / lead in Customerly when a customer's order is paid.
Tags
Tag a user / lead in Customerly when a contact form is submitted.
Remove a Tag from a user / lead in Customerly when a customer's order is refunded.
Tag a user / lead in Customerly when a customer's order is paid.
Ready to get started?
You can connect Customerly to WordPress 3 simple steps.
First, go ahead and install Noptin.
Next, install the Customerly add-on....
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 your favourite WordPress plugins and services at no extra cost to you. All Noptin plans give you access to 59 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 Customerly to WordPress Now
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