> ## 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.
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# How to integrate Customerly?

**1) Description**

Customerly is a customer lifecycle solution for client-facing businesses to manage their relationships with customers, provide support, gather feedback, and automate processes such as email marketing and request routing.

---
# 2) Entities

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

#

---
## 3) StepsStep 1: Log in to your SyncSpider account and select the Integrations Option

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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/8/b/5/a8b524b48ef66000/1629824d-3a36-4661-9867-6890cb_u5nzt7.png)

## Step 2: Select the Customerly Integration

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

![](https://storage.crisp.chat/users/helpdesk/website/-/3/9/5/2/39520722c7a29a00/dc398b0b-112b-4ee7-8b23-df4912_hd6osd.png)

Or use the search bar to find it easily:

You can as well add new integration while [Creating a task](http://help.syncspider.com/en/articles/3639017-how-to-create-a-task).

## Step 3: Enter the Integration Name

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 business email and WooCommerce. Using descriptions will help you to organize better.

## Step 4: You will be prompted for the Access Token

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

![](https://storage.crisp.chat/users/helpdesk/website/-/9/9/e/c/99ec6e75aecc0000/2f67151c-ba58-471a-bdcc-ea9aae_1rdmbq1.png)

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

## Step 5: Generating the Access Token (API Token)

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.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/5/e/1/15e13a1455dade00/7b8ed75d-af28-4464-8633-b5a9a7_1c2giya.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/3/3/37333e320a5c1800/7f5730b8-45ba-4244-9dca-64c36b_1vaxo1r.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/2/8/7/2/2872bd6c9fde9600/ac4f457c-e656-45cc-aee9-6ee5fc_1290knp.png)

The integration is successful!!

__________________________________________________________________

**Customerly** is just one of the tools we support!

To check the list of the tools we support, please click [here.](https://www.syncspider.com/integrations/)

If you don't see your favorite tool on our list, please take the time and send us a request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) 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 :)