Connect Customerly to WordPress

This integration allows you to:-

Add Customerly subscription forms to your blog posts, headers, footers, and other widget areas.
Display your Customerly sign-up forms in popups.
Add Customerly subscription checkboxes to your contact and checkout forms.

Below are some of the automation rules you can set up:-

Create or update a user in Customerly when someone creates a new user account

Create or update a lead in Customerly when someone creates a new user account

Add a tag to a user or lead in Customerly when someone creates a new user account

Remove a tag from a user or lead in Customerly when someone creates a new user account

Delete a user or lead from Customerly when someone creates a new user account

Unsubscribe a user in Customerly when someone creates a new user account

Create or update a user in Customerly when someone updates their user account

Create or update a lead in Customerly when someone updates their user account

Add a tag to a user or lead in Customerly when someone updates their user account

Remove a tag from a user or lead in Customerly when someone updates their user account

Delete a user or lead from Customerly when someone updates their user account

Unsubscribe a user in Customerly when someone updates their user account

Create or update a user in Customerly when a user role is changed

Create or update a lead in Customerly when a user role is changed

Add a tag to a user or lead in Customerly when a user role is changed

Remove a tag from a user or lead in Customerly when a user role is changed

Delete a user or lead from Customerly when a user role is changed

Unsubscribe a user in Customerly when a user role is changed

You can start using this integration in 2 simple steps:-

To install Noptin:-

Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
Search for “Noptin” in the search box then click on the install button next to the first result.
After WordPress installs Noptin, click on the Activate button to activate the plugin.

To connect Customerly:-

First, download the Customerly addon from your account.
Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
Upload the Customerly addon you downloaded in the first step then click on the Install Now button.
Wait for WordPress to install the plugin then click on the Activate plugin button.
WordPress will install the Customerly addon and then redirect you to a settings page where you can connect Noptin to Customerly.
Finally, map the Noptin custom fields to Customerly custom fields.