Connect Customers.ai and exly to Build Intelligent Automations

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Customers.ai

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exly

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Enable Integrations or automations with these events of Customers.ai and exly

Enable Integrations or automations with these events of Customers.ai and exly

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

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Frequently Asked Questions

How do I start an integration between Customers.ai and exly?

To start, connect both your Customers.ai and exly accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in exly (or vice versa).

Can we customize how data from Customers.ai is recorded in exly?

Absolutely. You can customize how Customers.ai data is recorded in exly. This includes choosing which data fields go into which fields of exly, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Customers.ai and exly?

The data sync between Customers.ai and exly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Customers.ai to exly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Customers.ai and exly?

Yes, you can set conditional logic to control the flow of data between Customers.ai and exly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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exly

About exly

An all-in-one solution built to help enterprises run businesses & manage their community using our sales and marketing suite and robust CRM.

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