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Get Started FreeTriggers when a new appointment is booked.
Triggers when a new contact is created.
Triggers when a new form submission is created.
Triggers when a new opportunity is created in a pipeline.
Triggers when a new Task is created for provided contact !
Triggers when a contact is updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Add tags on Contact
Creates or updates a contact.
Creates a notes
Creates an opportunity
Create a task
Update a contact.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Triggers when a new appointment is booked.
Triggers when a new contact is created.
Triggers when a new form submission is created.
Triggers when a new opportunity is created in a pipeline.
Triggers when a new Task is created for provided contact !
Triggers when a contact is updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Add tags on Contact
Creates or updates a contact.
Creates a notes
Creates an opportunity
Create a task
Update a contact.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Choose GoHighLevel 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 GoHighLevel to Customerly & your AI Agent is ready!
New Contact
Create or Update Lead
New Contact
Add User Tag
New Contact
Create or Update User
New Appointment Booking
Add User Tag
New Appointment Booking
Create or Update Lead
HighLevel is a Full Suite Platform for Agencies. Included in the Platform is a full featured Page Builder to capture leads.
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 GoHighLevel 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 GoHighLevel 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 GoHighLevel-Customerly integration:
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