How to integrate Dashly

Created by Maja Bradonjic, Modified on Wed, 14 Jun 2023 at 04:13 PM by Ivana B

TABLE OF CONTENTS



Description


For Marketers: Collect leads and their data Get all your user communications from different channels to one inbox Launch nurturing campaigns and drive your leads to sale and analyze them For Product Managers: Identify and remove bottlenecks in your funnel Understand your user journey Build your onboarding campaigns for segments Gather feedback and learn from live chat data For Customer Experience Teams: Respond quickly to users requests with knowledge base Track your CSAT and NPS 



Entities


SourceTarget
Send UsersNONE
Send Conversations
Send Channels


Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon successful completion of a trigger task.



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.Selecting the Dashly integration


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.Naming the Integration

Step 3.


You will be prompted for the API Key.Inserting the API Key

Step 4.


Please log in to your Dashly account and navigate to Settings-> Developers where you can find API key which you should copy and paste here to connect SyncSpider to your Dashly account.

 

Obtaining the API key



Dashly is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!

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