Customer Support

Customerly

2min

With the Customerly modules in Make, you can:

  • list, retrieve, create, update and delete the users
  • list, retrieve, create, update and delete the leads
  • list, add, untag and delete the tags

To get started with Customerly, create an account at customerly.io.

Connect Customerly to Make

To connect the Customerly app with the Make:

  1. Log in to your Customerly account.

  2. Click Profile > Settings > Installation > Public API.

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  3. Copy the API Token to a safe place.
  4. Log in to your Make and add a module from the Customerly into a Make scenario.

  5. Click Add next to the Connection field.

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  6. In the Connection name field, enter a name for the connection.
  7. In the API Token field, enter the details copied in step 3 and click Save.

You have successfully connected the Customerly app with Make and can now build scenarios.

Updated 02 Apr 2025
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