> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.syncspider.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Integrate Customerly - Help Center - SyncSpider

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1.](#Step-1.)
* [Step 2.](#Step-2.)
* [Step 3.](#Step-3.)
* [Step 4.](#Step-4.)

---
## 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

| Source | Target |
| --- | --- |
| User | User |
| Lead | Lead |

---
## 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 Customerly integration](https://storage.crisp.chat/users/helpdesk/website/-/e/b/a/4/eba4b973a46cf800/718cb22c-1c4e-4afe-b78f-d900d3_szwtnw.png)

### Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.
![Naming the Integration](https://storage.crisp.chat/users/helpdesk/website/-/b/5/3/3/b5332292c3c01800/96d45b16-0b3c-430b-91ff-121b10_1aj1qsn.png)

### Step 3.

You will be prompted for the Access Token.
![Inserting the API Key](https://storage.crisp.chat/users/helpdesk/website/-/8/5/9/f/859f98f0824d9800/a33bb9da-6c58-448a-a1fc-965374_m218e6.png)

### Step 4.

Login to your Customerly account and click on this [link](https://app.customerly.io/apps/de55fbbc/settings/app/access-tokens) 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](https://syncspider.com/integrations/)!

If you don't see your favorite tool on our list, please take the time and send us the request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) 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]](/cdn-cgi/l/email-protection#a9dadcd9d9c6dbdde9dad0c7cadad9c0cdccdb87cac6c4) or our chat widget!