Easyly Integration with Emergent | Build AI CRM & Workspace Apps by Prompt

Easyly + Emergent

The Easyly and Emergent integration enables sales teams, marketing departments, and service organizations to build and deploy custom CRM applications and automated customer engagement workflows by prompt, combining Emergent's full-stack vibe coding capabilities with Easyly's AI-powered workspace platform. This allows organizations to create powerful lead analytics dashboards, customer communication systems, and integrated business automation tools without complex development.

With Emergent, you can:

• Sync leads, customer profiles, task assignments, follow-up schedules, and interaction data from Easyly via Zapier integration and API connections.

• Build custom CRM dashboards combining Easyly lead data with email marketing platforms, payment processors, calendar systems, and sales analytics tools.

• Automate lead routing, task creation, follow-up reminders, email campaigns, and multi-channel workflows with real-time Easyly triggers.

• Combine Easyly with tools like Google Calendar, Outlook, Stripe, Gmail, Slack, Facebook Lead Ads, and Google Sheets in unified business workflows.

• Deploy instantly with secure API credential vaults, versioning, monitoring, and customer engagement performance analytics dashboards.

About Easyly

• All-in-one AI-powered CRM and workspace platform with lead management, task tracking, customer profiles, follow-up scheduling, and business reporting capabilities.

• Calendar integration with Google Calendar and Outlook for bidirectional syncing of appointments, meetings, events, and task deadlines in real time.

• AI capabilities include voice agents for lead handling, automated email campaigns, bulk SMS messaging, and intelligent workflow automation for customer engagement.

• Payment processing via Stripe integration with AI-powered invoicing, automated payment reminders, online payment collection, and recurring billing management.

• Native Zapier integration connects to 8,000+ apps enabling automated workflows like syncing Facebook Lead Ads, Webflow forms, Typeform submissions directly to Easyly CRM.

• Additional business tools include digital contracts with eSignatures, custom reporting dashboards, lead boards with pipeline tracking, and customer interaction history.

• Workflow automation supports triggered notifications via Slack and Gmail, automated task assignments, follow-up reminders, and multi-step customer engagement sequences.

Why Integrate Easyly with Emergent?

Connecting Easyly typically requires managing Zapier workflow configurations, building lead processing logic, coordinating multi-platform data syncs, creating custom analytics dashboards, handling calendar integrations, and connecting with various email and payment tools. Each custom CRM application can quickly become a complex multi-week development project.

Emergent removes that complexity:

• Build by prompt: Describe the CRM app, lead management system, or customer engagement workflow you need. Emergent automatically scaffolds the UI, backend orchestration, data models, and Easyly integration.

• CRM-aware data mapping: Emergent understands lead structures, customer profile schemas, task assignment flows, calendar event formats, payment transaction data, and sales workflow patterns specific to CRM operations.

• Secure by design: Encrypted API token vaults, environment isolation, role-based access controls, and audit-friendly logs ensure safe handling of customer data, payment information, and integration credentials.

• Real-time workflow automation: Zapier triggers with event streaming, API queries with authentication, scheduled lead sync runs, retry logic with backoff, and error handling built in for reliable CRM operations.

• Orchestrate multiple business tools: Combine Easyly with email platforms (Gmail, Mailchimp), calendar systems (Google Calendar, Outlook), payment processors (Stripe, PayPal), communication tools (Slack, SMS), and data platforms (Google Sheets, HubSpot) in seamless workflows.

How Emergent works with Easyly in real time?

Step 1: Describe your app

"Build a lead management system that captures Easyly CRM leads in real time, syncs new contacts to Google Calendar for follow-up appointments, processes payments through Stripe, sends automated email sequences via Gmail, and notifies sales team via Slack for high-priority leads."

Step 2: Declare integrations

"Easyly + Google Calendar + Stripe + Gmail + Slack." Emergent sets up providers, authentication methods, and recommended connection patterns (Zapier, API, OAuth).

Step 3: Secure credentials

Provide your Easyly account credentials and Zapier API keys for workflow automation with appropriate permissions. Keys are stored in an encrypted vault with environment isolation (development, staging, production) and customer data access controls.

Step 4: Select data sources and map fields

Emergent introspects your Easyly setup, including lead boards, customer profiles, task configurations, calendar settings, payment preferences, and automation rules. It guides you to map fields accurately (Lead Name, Email, Phone, Company, Lead Status, Task Assignment, Follow-up Date, Payment Amount).

Step 5: Real-time and scheduled flows

Configure Zapier-based triggers (new lead created, task assigned, payment received), scheduled syncs (daily lead reports, weekly pipeline reviews), or on-demand actions (bulk lead imports, manual calendar syncs).

Step 6: Test and preview

Run test workflows through Easyly Zapier integration, simulate lead capture scenarios, validate calendar sync accuracy, check payment processing flows, review logs, and verify notification triggers.

Step 7: Deploy

Deploy your CRM app with one click, complete with versioning, real-time monitoring, error alerts, lead conversion analytics, and sales performance tracking dashboards. Roll back or iterate on prompts as needed.

Step 8: Expand

Add AI-powered lead scoring, integrate SMS follow-up sequences, connect document generation tools, build predictive sales forecasting models, or add automated upsell workflows without rewrites.

Popular Easyly + Emergent Integration Use Cases

1. Build an Automated Lead Capture System Using Emergent with Easyly + Facebook Lead Ads Integration

Automatically capture leads from Facebook Lead Ads campaigns, sync them to Easyly CRM with contact details and source attribution, and trigger immediate sales team follow-up workflows.

How It's Built with Emergent?

• Write your prompt: "Capture Facebook Lead Ads submissions automatically and sync to Easyly CRM with lead details and immediate task assignment."

• Declare integrations: Easyly + Facebook Lead Ads + Zapier Integration.

• Share credentials securely: Connect Easyly and Facebook Business credentials via encrypted vault with marketing team access controls.

• Select data sources and map fields: Map Lead Name, Email, Phone Number, Campaign Source, Lead Status, Task Assignment, and Follow-up Priority.

• Set triggers and schedules: Enable Facebook Lead Ads "New Lead" trigger with automatic Easyly lead creation and task assignment based on campaign type or lead quality.

• Test and preview: Simulate lead submission scenarios, validate field mapping accuracy, verify task creation logic, and check duplicate prevention.

• Deploy: Launch with monitoring for lead capture success rates, CRM sync timing, task assignment accuracy, and conversion tracking.

• Expand: Add lead scoring algorithms, integrate email nurture sequences, or build predictive lead quality models.

Outcome: Zero missed leads, instant CRM population, automated sales workflows, and improved campaign ROI with faster follow-up response times.

2. Build a Calendar Sync Automation Using Emergent with Easyly + Google Calendar Integration

Automatically sync Easyly follow-up tasks and customer appointments to Google Calendar, create calendar events for new leads, and send meeting reminders to sales team members.

How It's Built with Emergent?

• Write your prompt: "Sync Easyly follow-up tasks to Google Calendar automatically with event creation and team reminder notifications."

• Declare integrations: Easyly + Google Calendar + Gmail Integration.

• Share credentials securely: Authorize Easyly and Google Workspace access with sales operations team-specific permissions.

• Select data sources and map fields: Sync Task Name, Customer Name, Contact Info, Follow-up Date, Appointment Time, Assigned Team Member, and Meeting Notes.

• Set triggers and schedules: Configure Easyly "New Task" and "Follow-up Scheduled" triggers with automatic Google Calendar event creation and email reminder delivery.

• Test and preview: Validate calendar sync accuracy, verify event timing logic, test reminder delivery, and check team member assignment.

• Deploy: Activate calendar automation with monitoring for sync reliability, event creation success, reminder delivery rates, and meeting attendance tracking.

• Expand: Add Outlook calendar sync, integrate video conferencing links, or build automated meeting preparation workflows.

Outcome: Unified calendar management, never missed follow-ups, coordinated team schedules, and improved customer engagement consistency.

3. Build a Payment Collection System Using Emergent with Easyly + Stripe Integration

Process customer payments through Easyly's Stripe integration, generate automated invoices with AI-powered formatting, send payment confirmation emails, and track revenue in real time.

How It's Built with Emergent?

• Write your prompt: "Process Easyly customer payments through Stripe automatically with AI invoice generation and confirmation emails."

• Declare integrations: Easyly + Stripe + SendGrid Integration.

• Share credentials securely: Connect Easyly and Stripe API keys with finance team access isolation and PCI compliance controls.

• Select data sources and map fields: Map Customer Name, Email, Invoice Number, Payment Amount, Transaction ID, Payment Status, and Receipt URL.

• Set triggers and schedules: Enable Easyly "Payment Request" trigger with automatic Stripe charge processing and AI-generated invoice delivery via email.

• Test and preview: Validate payment flow accuracy, verify Stripe transaction processing, test invoice formatting quality, and check email delivery.

• Deploy: Launch payment automation with monitoring for transaction success rates, payment failure alerts, refund processing, and revenue reconciliation.

• Expand: Add recurring billing workflows, integrate accounting software sync, or build revenue forecasting dashboards.

Outcome: Streamlined payment collection, professional automated invoicing, instant customer confirmations, and accurate financial tracking with compliance.

4. Build a Team Notification System Using Emergent with Easyly + Slack Integration

Alert sales teams instantly via Slack when high-priority leads are created in Easyly, task deadlines approach, or customer interactions require immediate attention.

How It's Built with Emergent?

• Write your prompt: "Send Slack alerts to sales channel when high-priority Easyly leads are created with contact details and assignment recommendations."

• Declare integrations: Easyly + Slack Integration.

• Share credentials securely: Authorize Easyly and Slack workspace credentials with sales team access controls.

• Select data sources and map fields: Sync Lead Name, Contact Info, Priority Level, Lead Source, Assigned Rep, and Recommended Action.

• Set triggers and schedules: Configure Easyly "New Lead" trigger with priority filters and automatic Slack message formatting with action buttons and lead details.

• Test and preview: Validate notification formatting, verify filtering logic, test mobile alert delivery, and check team response workflows.

• Deploy: Activate team alerts with monitoring for notification delivery speed, rep acknowledgment rates, response times, and conversion tracking.

• Expand: Add SMS backup notifications, integrate automated lead assignment rotation, or build performance leaderboards.

Outcome: Instant team awareness, coordinated sales response, faster lead engagement, and improved high-priority conversion rates.

5. Build a Lead Analytics Dashboard Using Emergent with Easyly + Google Sheets Integration

Track all lead activity, task completion, customer interactions, and sales pipeline metrics by automatically logging Easyly data to Google Sheets for real-time reporting.

How It's Built with Emergent?

• Write your prompt: "Log all Easyly leads, tasks, and customer interactions to Google Sheets automatically with timestamps for performance tracking."

• Declare integrations: Easyly + Google Sheets Integration.

• Share credentials securely: Connect Easyly and Google Workspace access with analytics team role-based permissions.

• Select data sources and map fields: Map Lead Name, Email, Lead Source, Status, Task Completion, Interaction Date, Assigned Rep, and Revenue.

• Set triggers and schedules: Enable multiple Easyly triggers—"New Lead," "Task Updated," "Customer Interaction"—with automatic spreadsheet row addition and data formatting.

• Test and preview: Validate data accuracy, verify timestamp formatting, test duplicate prevention, and check pivot table compatibility.

• Deploy: Launch analytics automation with monitoring for sync reliability, data completeness, reporting accuracy, and dashboard performance.

• Expand: Add data visualization dashboards, integrate predictive analytics models, or build automated weekly performance reports.

Outcome: Real-time business intelligence, comprehensive lead tracking, sales performance visibility, and data-driven decision making.