Customerly
 | Customerly is a customer messaging platform offering live chat, email marketing, surveys, and help center tools. Integrating Customerly with Make.com allows users to automate customer support, synchronize contacts, and trigger campaigns based on user actions. |
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This is AI-generated content based on official Customerly documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Customerly directly.
Requirements
To use the Customerly app in Make, you must have an active Customerly account and an API access token, create your account on Customerly. For subscription, refer to the Customerly pricing page.
Connect Customerly and Make
To get started, you must first create a connection between Customerly and Make, allowing the two services to communicate.
Obtain your API Token in your Customerly account
Create the connection in Make.
Obtain your API Token in your Customerly account
Before you create the connection in Make, you should first obtain your API Token in your Customerly account.
To obtain your API Token :
Navigate to Project Settings by clicking the Settings icon in the bottom left sidebar.
Click Installation in the Project Settings menu.
Select the Public API section under Installation.
Copy the API token displayed in the Your Access Token for Customerly field.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Customerly module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Customerly account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Customerly modules
After connecting to the Customerly app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Customerly resources
You can have access to more resources related to this app on the following links