Customerly + Rezdy Integration

Integrate Customerly to Rezdy in one click, or tell Integrately AI how you want each booking handled. Sync guest details, create customer records, update your CRM, and trigger follow-up marketing automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
  • Rezdy
    Order is created in Rezdy Instant
  • Rezdy
    Order is updated in Rezdy Instant
  • Rezdy
    Order is canceled in Rezdy Instant
  • Rezdy
    Customer is created in Rezdy Instant
  • Rezdy
    Product is created in Rezdy Instant
  • Rezdy
    Product is updated in Rezdy Instant
  • Rezdy
    Product is deleted in Rezdy Instant
Arrow Right
2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly

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Ready Workflows Ready Workflows for Customerly + Rezdy Integration

Create users from new bookings, sync customer data, update leads, and trigger marketing campaigns, all in just one click.

Most popular automationmost-popular-automations
Rezdy + Customerly Integration

Create Customerly contact from new Rezdy contact

If you're an ecommerce business owner who uses Rezdy to power your online store, you'll be happy to know that when a new contact is created in Customerly, this automation will automatically create a contact in Rezdy.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Rezdy + Customerly Integration

Create Customerly contact from new Rezdy order

As an online store owner, you're likely using Rezdy to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Rezdy with Customerly? This integration will allow you to automatically create a contact for each new order in Customerly.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Customerly + Rezdy flow

Teams often need to notify staff, update accounting records, and sync subscriber lists after bookings are processed. Pick a combination and activate it in one click.

Customerly
Rezdy
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
StripeStripe (2)
+
SlackSlack (3)
+
Google DriveGoogle Drive (2)
+
QuickBooks OnlineQuickBooks Online (2)
R
C
S
Create a Customerly user from every new Rezdy order, and create a matching customer in Shopify.
New Rezdy orders instantly generate a user in Customerly and a customer profile in Shopify without manual data entry.
R
C
S
When a Rezdy order is canceled, add a cancellation tag to your Customerly user and update the Shopify order.
Canceled Rezdy orders automatically apply a cancellation tag in Customerly and update Shopify records instantly.
R
C
S
Create a Customerly lead whenever a new product is created in Rezdy, and add it to Shopify.
New Rezdy products trigger a new lead in Customerly and populate your Shopify store catalog automatically.

Supported triggers and actions for Customerly and Rezdy

Mix and match to build the exact automation you need

Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
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Rezdy
Rezdy Triggers & Actions
Instant
Order is created in Rezdy
Triggers the automation when a new order is created
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Instant
Order is updated in Rezdy
Triggers the automation when any order is updated
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Instant
Order is canceled in Rezdy
Triggers the automation when an order is canceled
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Instant
Customer is created in Rezdy
Triggers the automation when a new customer is created
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Instant
Product is created in Rezdy
Triggers the automation when a new product is created
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Instant
Product is updated in Rezdy
Triggers the automation when a product is updated
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Instant
Product is deleted in Rezdy
Triggers the automation when a product is deleted
Try it →
No action is available

What can you automate with Customerly + Rezdy?

Streamline your booking management and CRM updates with powerful, automated workflows.

What you can automate?
🔄
Create CRM users from new bookings instantly
Automatically create a user in Customerly the moment an order is created in Rezdy. Eliminate manual data entry and ensure every guest profile is captured immediately.
📋
Capture every submitted booking field
Map detailed guest answers and order options from Rezdy into your Customerly user records instead of just basic contact information.
🔔
Notify your team the moment an order arrives
Send instant alerts to your staff in Slack or via email whenever a new reservation or cancellation is processed in Rezdy.
🔀
Route records based on order details
Apply specific tags or create leads in Customerly depending on the tour product or total amount submitted in Rezdy.
🔄
Keep customer profiles up to date
Automatically update Customerly user records whenever booking details or customer information changes in Rezdy.
🏷️
Organize users with automated tagging
Add specific tags to Customerly users based on product purchases or order statuses to segment your audience effectively.
Handle order cancellations automatically
Trigger status updates and apply cancellation tags in Customerly whenever an order is canceled in Rezdy.
🔗
Extend your workflow to external apps
Connect your core Rezdy and Customerly flow with Shopify, Slack, or QuickBooks Online to automate your entire business stack.
And much more...

Who is Customerly + Rezdy integration for?

Tour operators, booking managers, and e-commerce teams use this integration to keep customer records updated, eliminate manual data entry, and streamline booking workflows effortlessly.

Business analysts and reporting leads
Business analysts and reporting leads
Operations and customer support managers
Operations and customer support managers
Client account managers
Client account managers
High-volume tour operators
High-volume tour operators
Sales development reps
Sales development reps
Admin and compliance officers
Admin and compliance officers
📈
Business analysts and reporting leads
You're reviewing booking reports across multiple channels but your CRM only updates when someone manually exports records, so the revenue counts you're optimising against are always a few hours behind — this integration means every new booking lands in Customerly instantly and your data stays current.
Operations and customer support managers
You need to act fast when reservations change, but you find out about order cancellations too late because notifications require manual checks — automating both apps means every cancellation updates your CRM right away and your team responds instantly.
🤝
Client account managers
You answer to external partners who want to see live booking numbers, but compiling manual spreadsheets wastes valuable hours every week — connecting these apps means your customer records and logs update automatically without extra paperwork.
🚀
High-volume tour operators
The reservation volume during peak season is too high for anyone to keep up by hand, leading to missed customer profiles and disjointed communication — automating both apps means every guest is recorded and tagged without manual intervention.
📥
Sales development reps
You own the outreach process and depend on booking managers to hand over new guest details before you can begin follow-ups, causing delays in your pipeline — this integration means every new Rezdy order creates a Customerly lead the moment it happens.
🗂️
Admin and compliance officers
You need a reliable history of customer interactions and keep finding gaps where guest bookings were never logged in your CRM — connecting these apps means every order and customer profile is captured accurately from day one.
Our team

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Why choose Integrately to automate Customerly + Rezdy

Build and manage your Customerly + Rezdy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Customerly + Rezdy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Customerly to Rezdy?
Frequently Asked Questions
You can connect Customerly to Rezdy in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Shopify, Slack, Stripe, and 1,500+ other apps.
Can I automatically create a Customerly user when a new Rezdy order is created?
Frequently Asked Questions
Can I connect Customerly, Rezdy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and Rezdy?
Frequently Asked Questions
How does Customerly handle new leads and users from Rezdy orders?
Frequently Asked Questions
How does Rezdy trigger updates when an order is canceled?
Frequently Asked Questions
Can I automate Rezdy and Customerly without coding skills?
Frequently Asked Questions
Is the Customerly and Rezdy integration free?
Frequently Asked Questions
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You Can Also Connect Customerly or Rezdy With 1500+ Other Apps

Customerly
Popular Customerly Integrations
Connect Customerly with CRMs, email marketing tools, and customer support platforms to enhance engagement and streamline sales.
Rezdy
Popular Rezdy Integrations
Sync Rezdy with payment gateways, calendar tools, and reporting applications to manage bookings and inventory efficiently.
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Rezdy Integrations arrow right
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