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.
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.
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
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
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.