Customerly integration with Filter by Nekton
How to At new tagged Customerly leads to Facebook Custom Audiences
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "At new tagged Customerly leads to Facebook Custom Audiences" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Customerly integrations
Customerly actions
Nekton can use any feature that is available in Customerly API.
Using our advanced AI, you can easily create custom automations for Customerly.
Here are some typical actions you can do in your automated workflows.
Add User Tag
Attach a tag to an existing user or lead.
Create/Update Lead
Creates or updates a lead.
Create/Update User
Creates or updates a new user.
Lead Converted to User
Triggers when a lead has been converted to user.
New Tag on a User
Triggers when a user is tagged.
Unsubscribe
Triggers when a user unsubscribes.
About Customerly
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