--- title: Customerly slug: customerly description: How to integrate Customerly with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_customerly.png createdAt: 2025-02-03T13:28:36.235Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/customerly.png" alt="Customerly logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](https://docs.customerly.io/contact-us) 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](https://www.customerly.io/). For subscription, refer to the [Customerly pricing page](https://www.customerly.io/). # Connect Customerly and Make To get started, you must first create a connection between Customerly and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Token in your Customerly account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to Project** Settings** by clicking the** Settings** icon in the bottom left sidebar. ::: :::WorkflowBlockItem Click** Installation** in the Project** Settings** menu. ::: :::WorkflowBlockItem Select the** Public API section** under** Installation**. ::: :::WorkflowBlockItem 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.](https://docs.customerly.io/en/api/how-to-obtain-your-api-access-token-in-customerly) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Customerly module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Customerly modules After connecting to the Customerly app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add a Tag / Untag Adds a tag to or removes a tag from a user or lead in your system. ::: :::ExpandableHeading ### Create / Update a Lead Creates a new lead or updates the details of an existing lead in your system. ::: :::ExpandableHeading ### Create / Update a User Creates a new user or updates the details of an existing user account. ::: :::ExpandableHeading ### Delete a Lead Removes a specific lead from your database or system. ::: :::ExpandableHeading ### Delete a Tag Removes a specified tag from your account ::: :::ExpandableHeading ### Delete a User Removes a specified user account from the system ::: :::ExpandableHeading ### Get a Lead Retrieves detailed information about a specific lead. ::: :::ExpandableHeading ### Get a User Retrieves detailed information about a specific user. ::: :::ExpandableHeading ### List Leads Retrieves a list of all available leads from your account. ::: :::ExpandableHeading ### List Tags Retrieves a list of all available tags from your account. ::: :::ExpandableHeading ### List Users Retrieves a list of all users in your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Universal Trigger Triggers when the specific entity you have linked the webhook to is activated or performs an action. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Customerly topics on Make community](https://community.make.com/search?q=Customerly) - [Customerly website](https://www.customerly.io/) - [Customerly API documentation](https://customerly.docs.apiary.io/#) - [Customerly page on make](https://www.make.com/en/integrations/customerly) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::