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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.

Choose where it goes

Customerly destinations

Contact Type

Choose the contact type in the action settings.

Tag

Choose the tag in the action settings.

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. When a user completes a course
  2. Tag 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. When a specific WPForms form is submitted.
  2. Create 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. When a customer or agent replies to a Fluent Support ticket.
  2. Create or update a user / lead in Customerly

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

  1. When a booking is added
  2. Create or update a user / lead in Customerly

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

  1. When someone replies to someone else's comment
  2. Create or update a user / lead in Customerly

Tag a user / lead in Customerly when a member registers

  1. When a member registers
  2. Tag 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. After Bit Social finishes a publishing run across all selected platforms.
  2. Create or update a user / lead in Customerly

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

  1. When a user completes a lesson
  2. Create 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. When a customer has made a certain number of orders
  2. Create 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

Other crm records connections

AttioSalesforceZoho CRM

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