Connect your account
Connect the Customerly account you want to update.
CRM Records
Connect Customerly to WordPress
Create or update a Customerly record 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 Customerly record
Choose a record type
Select the contact type in the Noptin settings.
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
Customerly + Divi Builder
When a specific Divi Builder form is submitted → tag a user / lead in Customerly.
See how to connect them →Customerly + WPLoyalty
When a customer's loyalty level changes → create or update a user / lead in Customerly.
See how to connect them →Customerly + Beaver Builder
When a specific Beaver Builder form is submitted → create or update a user / lead in Customerly.
See how to connect them →Customerly + Bricks Builder
When a specific Bricks Builder form is submitted → tag a user / lead in Customerly.
See how to connect them →Fields in your account
Which Customerly fields are available?
Available fields depend on the selected Customerly contact type and the connected account.
Automation ideas
Example automations
These are examples. Available fields depend on the event and the choices on your site or connected account.
Tag a user / lead in Customerly when someone subscribes
When a subscriber's status changes to subscribed.
Tag a user / lead in Customerly
Tag a user / lead in Customerly when a Noptin subscriber is tagged
- When a tag is added to a subscriber.
- Tag a user / lead in Customerly
Unsubscribe a user / lead from Customerly when a Noptin subscriber is untagged
- When a tag is removed from a subscriber.
- Unsubscribe a user / lead from Customerly
Start here
Set up Customerly with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Customerly from Noptin → Extensions. How to activate your license.
- Connect Customerly in Noptin using the account or server details requested in its settings.
- Create an automation rule with a Customerly record action, choose the record type, fill in its required fields, then run a test.
How to install the Noptin newsletter plugin
Other crm records connections
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.
Ready to use Customerly with Noptin?
Follow the setup above, then build your first workflow in WordPress.
See plans and pricing