Customerly + WhatsApp Integration

Integrate Customerly to WhatsApp in one click, or tell Integrately AI how you want each lead handled. Qualify incoming inquiries, send instant messages, update your CRM records, and trigger follow-up tasks automatically.

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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
  • WhatsApp
    Message is received in WhatsApp Instant
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2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for Customerly + WhatsApp Integration

Capture incoming leads, send automated WhatsApp messages, update CRM entries, and alert your team, all in just one click.

Most popular automationmost-popular-automations
Customerly + WhatsApp Integration

Send WhatsApp message for new Customerly contact

Anytime a new contact is added to your Customerly, automatically send them a message through WhatsApp letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Customerly - WhatsApp integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Customerly + WhatsApp flow

Sync customer data with your broader business stack to keep sales, marketing, and support aligned. Pick a combination and activate it in one click.

Customerly
WhatsApp
+
ShopifyShopify (4)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
SlackSlack (3)
S
C
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Create a Customerly lead for every new Shopify order, and send a confirmation in WhatsApp
Shopify store orders instantly create Customerly leads while WhatsApp sends automated confirmations, eliminating manual data entry.
S
C
W
Add a Customerly tag when a Shopify customer is created, and send a welcome in WhatsApp
New Shopify buyers get tagged in Customerly and receive a WhatsApp welcome message the moment they register.
S
C
W
When a Shopify order is fulfilled, update Customerly and send a status update in WhatsApp
Fulfilled Shopify orders trigger Customerly updates and dispatch shipping notifications over WhatsApp.
S
C
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Create a Customerly user from new Shopify checkouts, and notify via WhatsApp
Abandoned or completed Shopify checkouts generate Customerly users and trigger instant WhatsApp alerts.

Supported triggers and actions for Customerly and WhatsApp

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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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
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Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
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What can you automate with Customerly + WhatsApp?

Streamline your customer engagement and messaging workflows with automated triggers and actions.

What you can automate?
🚀
Automate instant WhatsApp messages for new leads
Trigger a WhatsApp message the moment a lead is created in Customerly, ensuring immediate engagement with every prospective buyer.
📋
Capture every user detail across systems
Map lead information from Customerly directly into WhatsApp templates so every conversation is personalized with accurate contact data.
🔔
Notify your team on incoming customer messages
Alert relevant staff members whenever a message is received in WhatsApp, ensuring rapid response times for high-priority inquiries.
🔀
Route messages based on customer tags
Send different WhatsApp message templates depending on the specific tags applied to a user profile in Customerly.
🔄
Keep CRM records updated in real time
Update user profiles and lead statuses automatically as customer interactions take place across both platforms.
🏷️
Add and update tags without duplicates
Apply tags to existing user records in Customerly when specific messaging events occur, preventing duplicate profile creation.
📌
Manage subscription and conversion events
Trigger automated follow-up sequences when a lead converts to a user or when user subscription statuses change.
🔗
Extend flows with supporting business apps
Connect your core Customerly and WhatsApp workflow with Google Sheets or Slack to log data and notify teams instantly.
And much more...

Who is Customerly + WhatsApp integration for?

Connecting Customerly and WhatsApp helps sales, marketing, and support teams eliminate manual data entry and respond to customer inquiries instantly.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Customer support teams
Customer support teams
Operations coordinators
Operations coordinators
Data administrators
Data administrators
📈
Performance marketers
You're running acquisition campaigns but your CRM records only update when someone manually exports leads, so your conversion counts are always delayed — with this integration, every new lead lands in Customerly instantly and triggers immediate WhatsApp outreach.
⚡
Sales development reps
You need to engage prospective buyers within minutes of inquiry, but manual messaging delays your response time — with this integration, every incoming lead receives an automated WhatsApp message the moment they register in Customerly.
🤝
Account managers
You report on client engagement milestones and campaign activity, but scattered data sources make it hard to show accurate progress — with this integration, every customer interaction is logged and communicated across platforms without manual logging.
💬
Customer support teams
The volume of inbound questions is too high for staff to keep up by hand across multiple communication channels — with this integration, incoming messages and lead updates flow smoothly between Customerly and WhatsApp.
🔄
Operations coordinators
You depend on upstream lead handovers to initiate client onboarding sequences, but communication bottlenecks slow down your workflow — with this integration, lead creation events automatically trigger downstream messaging without delays.
🗂️
Data administrators
You need a reliable history of customer interactions, but manual tracking leaves gaps in your CRM records — with this integration, every user creation, tag update, and message is recorded accurately.
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Why choose Integrately to automate Customerly + WhatsApp

Build and manage your Customerly + WhatsApp 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 + WhatsApp 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.
How Integrately Works?

How Integrately Works?

1
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2
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Frequently Asked Questions

How do I connect Customerly to WhatsApp?
Frequently Asked Questions
You can connect Customerly to WhatsApp in 1-click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It also integrates with tools like Google Sheets, Slack, and Gmail.
Can I automatically send WhatsApp messages when a new lead is created in Customerly?
Frequently Asked Questions
Can I connect Customerly, WhatsApp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and WhatsApp?
Frequently Asked Questions
How does Customerly handle lead data during WhatsApp automation?
Frequently Asked Questions
How does WhatsApp send messages during Customerly integrations?
Frequently Asked Questions
Do I need coding skills to automate Customerly and WhatsApp?
Frequently Asked Questions
Is the Customerly and WhatsApp integration free?
Frequently Asked Questions
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You Can Also Connect Customerly or WhatsApp With 1500+ Other Apps

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WhatsApp
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