How to integrate Customerly?

Erstellt von Igor Galic, Geändert am Tue, 26 Jul 2022 um 08:12 AM von Igor Galic

TABLE OF CONTENTS



Description

Customerly is an In-App Messaging platform for SaaS companies. Be more human, build a relationship with your users, drive conversions and gather feedback. Increase user retention and satisfaction with Customerly. Simple tools to engage SaaS users, support clients and gather feedback efficiently. Customerly helps you stay connected with your customers, so you can make more sales, build a stronger brand and maintain a closer relationship with your users. 



Entities


SourceTarget
UserUser
LeadLead



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.


You will be prompted for the Access Token.

Step 4.

Login to your Customerly account and click on this link to find the public API (access token) 

 

Or 

 

follow the steps below:

 

1. Click on my profile settings on the right side of the screen as shown in the screenshot.

 

2.  A menu opens with many options. Scroll below to find installation - public API- request access token and click it as shown in the screenshot.

 

3. The access token is created. You can copy and paste into SyncSpider to facilitate integration. Click finish.

 



Customerly 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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