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Help Center Integrations

Customerly Chat Integration


Customerly.io is a chat and help software that helps you interact with visitors to your site. Using Zapier, you can integrate Customerly with WhatConverts and get incoming user information from chat along with marketing data directly to your WhatConverts dashboard.

    Note: If you haven't added your WhatConverts tracking script to your website, add your tracking script. If you are using the WhatConverts WordPress Plugin, you will want to deactivate the plugin and place your WhatConverts Tracking Code above your Customerly Integration Code.

1On your website where you have placed your Customerly Javascript Installation Code, replace your Customerly Basic Javascript for Website Visitors Installation Code.

    Note: You will need to use the "Javascript Code Method" to install Customerly on your website.
<script>
var cookie = oqhaqzwnbjgcpycneryg('wc_client');
var [source,medium,campaign,content,keyword,gclid,landing_page,msclkid] = ['','','','','','','',''];
if (cookie) {
    var cookie_parts = cookie.split('+..+');
    if (cookie_parts[0])
        source = cookie_parts[0];
    if (cookie_parts[1])
        medium = cookie_parts[1];
    if (cookie_parts[2])
	campaign = cookie_parts[2];
    if (cookie_parts[3])
	content = cookie_parts[3];
    if (cookie_parts[4])
	keyword = cookie_parts[4];
    if (cookie_parts[5])
	gclid = cookie_parts[5];
    if (cookie_parts[6])
	landing_page = cookie_parts[6];
    if (cookie_parts[7])
	user_id = cookie_parts[7];
    if (cookie_parts[8])
        msclkid = cookie_parts[8];
}
    window.customerlySettings = {
        app_id: "********",
 attributes: {
    source: source,
    medium: medium,
    campaign: campaign,
    content: content,
    keyword: keyword,
    gclid: gclid,
    landing_page: landing_page,
    user_id: user_id,
    msclkid: msclkid
        }
    };
    !function(){function e(){var e=t.createElement("script");
    e.type="text/javascript",e.async=!0,
    e.src="https://widget.customerly.io/widget/a3026979";
    var r=t.getElementsByTagName("script")[0];r.parentNode.insertBefore(e,r)}
    var r=window,t=document,n=function(){n.c(arguments)};
    r.customerly_queue=[],n.c=function(e){r.customerly_queue.push(e)},
    r.customerly=n,r.attachEvent?r.attachEvent("onload",e):r.addEventListener("load",e,!1)}();

</script>

Note: Replace ******* with your Customerly App ID. You can find your App ID inside of your Customerly Javascript Installation Code.

Customerly Integration App ID

2Go to Zapier and "Make a Zap". Select "Customerly" as your Trigger App and "New Lead" as the Trigger.

    Note: To connect Customerly to Zapier, please see Customerly's help document here.

Test your Trigger step, click "Test and ReviewDone Editing".

3Click the "+". Select "Formatter by Zapier" as your Action App. Select "Text" as your Action Event. Under Transform, select "URL Decode" and select "User Attributes Landing Page" from the Values drop down.

Transform URL Decode

Click "Continue". Review the data and click "Review and Continue".

4Click the "+" to add an Action Step and select "WhatConverts" as your Action App. Select "Create Lead" then click "Continue". Select your WhatConverts account to integrate with Customerly.

    Note: If you have not set up a WhatConverts account in Zapier, you can follow the detailed instructions in Connecting to Zapier.

Set up your Template as follows:

    Lead Type: Chat
    Profile: Your WhatConverts Profile
    Referrer Source: User Attributes Source
    Referrer Medium: User Attributes Medium
    Referrer Campaign: User Attributes Campaign
    Referrer Content: User Attributes Content
    Referrer Keyword: User Attributes Term
    IP Address: IP Address
    Gclid: User Attributes Gclid
    Msclkid: User Attributes Msclkid
    User ID: User Attributes User ID
    Lead Page: Last Page Viewed
    Landing Page: User Attributes Landing Page
    Operating System: Operative System
    Browser: Browser Name

Add the following field under Additional Fields:

    Email Address: Email
    Name: Name

Customerly Integration Full Details Zapier
Click "Continue" and send a test to WhatConverts. When the test is successful, you can name your Zap and turn your Zap "on".

5Go to WhatConverts. Select your profile and click "Dashboard". Find your new Chat Lead and click "View Details". You can now see your chat leads importing from Customerly.

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Whatconverts Features for your Business
Web Chat Lead Reporting
Lead Tracking Web Chat Lead Reporting

Automatically track visitors back to the marketing source, medium, campaign, ad and keyword.

Add Marketing Data to Chat
Lead Tracking Add Marketing Data to Chat

WhatConverts reports web chats as a conversion action, revealing which marketing drives chats.

Full Chat Transcripts
Lead Tracking Full Chat Transcripts

See the full chat transcript alongside lead details, instantly.

Chat Tickets Captured
Lead Tracking Chat Tickets Captured

We capture the full chat ticket information and store the lead with its marketing data.

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