How to integrate Dashly

TABLE OF CONTENTS

• Description
• Entities
• Steps
  • Step 1.
  • Step 2.
  • Step 3.
  • Step 4.

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

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.

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.

You will be prompted for 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.

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!