Schedule Demo
Browse Help Center
Browse Help Center
Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

    Related Integrations
    Lead Tracking Integration Smith.ai

    Last update on July 19, 2021

    Smith.ai
    Chat LiveAdmins

    Last update on November 24, 2020

    LiveAdmins
    Chat SnapEngage

    Last update on June 19, 2020

    SnapEngage
    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='',user_id='',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.

    Was this page helpful?
    👍Yes
    👎No
    Request a Live Demo
    Get a FREE presentation of WhatConverts

    One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.

    Request a Live Demo
    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.

    Chat Tickets Captured
    Lead Tracking Chat Tickets Captured

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

    Full Chat Transcripts
    Lead Tracking Full Chat Transcripts

    See the full chat transcript alongside lead details, instantly.

    Join 20,000+ other marketers and start getting marketing clarity

    Subscribe to our newsletter and get proven marketing strategies for growing your business.

      Related Integrations
      Chat LiveAdmins

      Last update on November 24, 2020

      LiveAdmins
      Chat Drift

      Last update on June 19, 2020

      Drift
      Chat Livechat

      Last update on June 19, 2020

      Livechat
      ready to get marketing clarity?

      Grow your business with WhatConverts

      14 days free trial Easy setup Dedicated support