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Book An AppointmentTriggers when a new group is created.
Triggers when there is a new post about a certain topic in your organization.
Triggers when any new post occurs in your Chatter Feed.
Triggers when a new topic is created.
Triggers when a new lead is created.
Triggers when a new user is created.
Create a new post in your Chatter feed.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Triggers when a new group is created.
Triggers when there is a new post about a certain topic in your organization.
Triggers when any new post occurs in your Chatter Feed.
Triggers when a new topic is created.
Triggers when a new lead is created.
Triggers when a new user is created.
Create a new post in your Chatter feed.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Choose Chatter as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Customerly as the action app from the list.
Connect your Customerly account & authenticate it.
Select the data you want to send from Chatter to Customerly & your AI Agent is ready!
New Group
Create or Update Lead
New Group
Create or Update User
New Post in Feed Trigger
Create or Update Lead
New Post in Feed Trigger
Create or Update User
New Topic
Create or Update Lead
Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
The integration between Chatter and Customerly is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Chatter with Customerly , one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Chatter-Customerly integration:
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