Step 1: 

First, login to your SyncSpider account, click on the option ‘Integrations’ on the left side of the screen as shown in the screenshot below.

Step 2: 

You will be able to see all the integrations offered by SyncSpider on your screen. Select Customerly application from the list.

Or use the search bar to find it easily:

P.S. You can add new integration while Creating a task as well.

Step 3: 

After selecting  ‘ Customerly’, enter the integration name and description then click on the next button.

NOTE: You can have more than one integration with one app/tool. E.G. Integrate your Google sheet with your personal and business email. Using descriptions will help you to organize better.

Step 4: 

Now, you need to enter the access token for the integration. The next steps would help you to generate it.

This access token has to be entered so that it facilitates the integration between Sync Spider and  Customerly.

Step 5: 

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.

The integration is successful!!

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Customerly is just one of the tools we support!

To check the list of the tools we support, please click here.

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

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

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