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Integrations
Integrate your forms, apps, and tools with Customerly with custom integrations
How to install Customerly Live Chat Wordpress Plugin
If you have a wordpress website you can install Customerly Live Chat easily
By Luca Micheli
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Last updated 1 year ago
How to connect WordPress Forms made with MailMunch to Customerly
If you are searching a way to connect your forms in WordPress with Customerly this is the right tutorial for you.
By Luca Micheli
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Last updated 6 years ago
How to connect Customerly to Zapier
This article is about how to connect your Customerly account to Zapier
By Raluca Stoica
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Last updated 1 year ago
How to connect the Live Chat with Google Ads, Google Analytics and LinkedIn Ads
Here you will learn on how to connect Customerly to different services via Zapier
By Raluca Stoica
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Last updated 4 years ago
How to connect Customerly with Facebook Messenger
If you want to connect Facebook Messenger to Customerly to receive unified conversations into your Customerly inbox read this tutorial
By Raluca Stoica
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Last updated 1 year ago
How to Install and Customize Customerly Live Chat on Your Bubble App
With Customerly's easy installation process, you can quickly set up live chat on your Bubble dashboard and begin engaging with your customers in real-time.
By Luca Micheli
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Last updated 3 years ago
How to integrate Customerly Live Chat with a Next JS website
Learn how to easily integrate Customerly Live Chat with your Next JS website using the React library
By Raluca Stoica
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Last updated 3 years ago
Integration with Front
Learn about the integration with Front and its availability
By Luca Micheli
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Last updated 3 years ago
Supported Channels in Customerly
Learn about the different support channels available in Customerly
By Luca Micheli
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Last updated 1 year ago
Connect Customerly to Claude Code via MCP
Link Claude code to Customerly via Customerly MCP server to extract and write data
By Luca Micheli
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Last updated 6 months ago
How to connect Customerly to Claude with MCP
Connect your Customerly workspace to Claude over MCP: add the custom connector, authorise the permissions you want, and set tool approvals.
By Luca Micheli
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Last updated 3 months ago
How to connect WhatsApp to Customerly
Learn how to connect your WhatsApp Business account to Customerly. This guide explains the setup steps, required permissions, handling two-factor authentication (2FA), and how to customize WhatsApp options such as Messenger handoff, conversation reset, and phone number management.
By Raluca Stoica
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Last updated 11 months ago
How to customize WhatsApp settings in Customerly
After connecting your WhatsApp Business number to Customerly, you can customize several settings to better manage conversations, KPIs, and customer experience. This article explains each available option.
By Raluca Stoica
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Last updated 1 year ago
How to disconnect WhatsApp number in Customerly
Learn how to safely disconnect or delete a WhatsApp Business number from Customerly. This guide explains when it’s required, how to handle two-factor authentication (2FA), and what to do depending on where the number will be used next.
By Raluca Stoica
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Last updated 1 year ago
WhatsApp Integration FAQs
In this section, you’ll find answers to the most common questions about using WhatsApp with Customerly. From connecting your numbers to managing conversations, scheduling replies, routing chats to teams, and understanding WhatsApp’s messaging rules, these FAQs will help you make the most of the integration.
By Raluca Stoica
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Last updated 11 months ago
How WhatsApp conversations appear in your inbox
When you integrate WhatsApp with Customerly, conversations appear seamlessly in your inbox.
By Raluca Stoica
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Last updated 1 year ago
How WhatsApp integration looks in the messenger
When WhatsApp is integrated with Customerly, users and leads see a dedicated WhatsApp button in the messenger. They can instantly move the conversation to WhatsApp, and at any time, trigger a handoff to a human agent.
By Raluca Stoica
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Last updated 1 year ago
WhatsApp Templates in Customerly
Learn how to send pre‑approved WhatsApp message templates from your Customerly inbox, what’s supported today, and how to troubleshoot common issues
By Raluca Stoica
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Last updated 11 months ago
WhatsApp Templates Troubleshooting & FAQs
Troubleshoot your issues with templates with this article.
By Raluca Stoica
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Last updated 11 months ago
How to Migrate Your WhatsApp Business Number to Customerly in Minutes
In this guide, we’ll show you exactly how to switch to Customerly without losing your chat history, templates, or verified status.
By Luca Micheli
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Last updated 11 months ago
How to Send Proactive WhatsApp Messages Using the WhatsApp Template Action
Send proactive WhatsApp template messages to your contacts using the WhatsApp Template action in Customerly Workflows.
By Raluca Stoica
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Last updated 6 months ago
Connect your WhatsApp Business app number to Customerly (Coexistence)
You can connect the number you already use in the WhatsApp Business app to Customerly, without giving up the app.
By Raluca Stoica
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Last updated 1 day ago