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CRM Records

Connect Customerly to WordPress

Create or update a record in Customerly when something happens on your WordPress site. Choose the record type, then fill in the fields your account requires.

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How it works

Update a record in Customerly

01

Connect your account

Connect the Customerly account you want to update.

02

Choose a record type

Select the contact type in the Noptin settings.

03

Fill in its fields

Use details from the WordPress event or enter a fixed value where allowed.

What you can automate

Manage Customerly records

Tag

Apply a tag to contacts or remove it.

Available in Noptin

Customerly actions

Users / Leads

2 actions

View actions
  • Create or update a user / lead in Customerly
  • Unsubscribe a user / lead from Customerly

Tags

2 actions

View actions
  • Tag a user / lead in Customerly
  • Remove a Tag from a user / lead in Customerly

Explore connections

Send WordPress activity to Customerly

Fields in your account

Which Customerly fields are available?

Available fields depend on the selected Customerly contact type and the connected account.

Automations

Example automations

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in Customerly when a user completes a course

  1. Masteriyo LMSWhen a user completes a course
  2. CustomerlyTag a user / lead in Customerly

Choose the tag and the contact type in the action settings. The action is set to create the contact if they do not exist.

Create or update a user / lead in Customerly when a specific WPForms form is submitted

  1. WPFormsWhen a specific WPForms form is submitted.
  2. CustomerlyCreate or update a user / lead in Customerly

Create or update a user / lead in Customerly when a customer or agent replies to a Fluent Support ticket

  1. Fluent SupportWhen a customer or agent replies to a Fluent Support ticket.
  2. CustomerlyCreate or update a user / lead in Customerly

Create or update a user / lead in Customerly when a booking is added

  1. Events ManagerWhen a booking is added
  2. CustomerlyCreate or update a user / lead in Customerly

Create or update a user / lead in Customerly when someone replies to someone else's comment

  1. WordPress CommentsWhen someone replies to someone else's comment
  2. CustomerlyCreate or update a user / lead in Customerly

Tag a user / lead in Customerly when a member registers

  1. WP eMemberWhen a member registers
  2. CustomerlyTag a user / lead in Customerly

Create or update a user / lead in Customerly when After Bit Social finishes a publishing run across all selected platforms

  1. Bit SocialAfter Bit Social finishes a publishing run across all selected platforms.
  2. CustomerlyCreate or update a user / lead in Customerly

Create or update a user / lead in Customerly when a user completes a lesson

  1. Sensei LMSWhen a user completes a lesson
  2. CustomerlyCreate or update a user / lead in Customerly

Create or update a user / lead in Customerly when a customer has made a certain number of orders

  1. Hizzle PayWhen a customer has made a certain number of orders
  2. CustomerlyCreate or update a user / lead in Customerly

Start here

Set up Customerly with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Customerly from Noptin → Extensions. How to activate your license.
  3. Connect Customerly in Noptin using the account or server details requested in its settings.
  4. Create an automation rule with a record action from Customerly, choose the record type, fill in its required fields, then run a test.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Connect Customerly with WordPress plugins

Advanced AdsAdvanced AdsbbPressbbPressBeaver BuilderBeaver BuilderBit FormBit FormBit SocialBit SocialBricks BuilderBricks BuilderBrizyBrizyCharitableCharitableContact Form 7Contact Form 7Convert ProConvert ProDirectoristDirectoristDivi BuilderDivi BuilderEasy Digital DownloadsEasy Digital DownloadsElementorElementorEvents ManagerEvents ManagerEverest FormsEverest FormsFluent FormsFluent FormsFluent SupportFluent SupportFluentCommunityFluentCommunityFormidable FormsFormidable FormsForminatorForminatorGamiPressGamiPressGeoDirectoryGeoDirectoryGravity FormsGravity FormsHappyformsHappyformsHizzle PayHizzle PayJetFormBuilderJetFormBuilderLearnDashLearnDashLearnPressLearnPressLifterLMSLifterLMSMasteriyo LMSMasteriyo LMSMasterStudy LMSMasterStudy LMSMemberPressMemberPressMetFormMetFormModern Events CalendarModern Events CalendarmyCREDmyCREDNinja FormsNinja FormsPaid Memberships ProPaid Memberships ProQuillFormsQuillFormsSensei LMSSensei LMSSimple MembershipSimple MembershipSureMembersSureMembersThe Events CalendarThe Events CalendarTutor LMSTutor LMSweFormsweFormsWishList MemberWishList MemberWooCommerceWooCommerceWordPress CommentsWordPress CommentsWordPress UsersWordPress UsersWP eMemberWP eMemberWP Job ManagerWP Job ManagerWP Job OpeningsWP Job OpeningsWP Recipe MakerWP Recipe MakerWP-PollsWP-PollsWPFormsWPFormsWPLoyaltyWPLoyaltyWS FormWS Form

About Customerly

Customerly is a customer service platform that combines live chat, email marketing, and customer feedback tools to help businesses improve customer support, engagement, and satisfaction through streamlined communication and automation.

Visit the Customerly website ↗

Ready to use Customerly with Noptin?

Follow the setup above, then build your first workflow in WordPress.

See plans and pricing