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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.
2Go to Zapier and "Make a Zap". Select "Customerly" as your Trigger App and "New Lead" as the Trigger.
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.
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.
Set up your Template as follows:
Add the following field under Additional Fields:
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.
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.Request a Live Demo
Automatically send chat events to Google Analytics to define conversion funnels.
WhatConverts reports web chats as a conversion action, revealing which marketing drives chats.
We capture the full chat ticket information and store the lead with its marketing data.
See the full chat transcript alongside lead details, instantly.