Advanced Integrations

Background API tokens are required to use the Gladly APIs for security and authentication purposes. These can be created within the Gladly UI, for users who have the API User role. Goals Have at least one technical admin log in to Glad...

Background Customer Profile integrations are used to pull additional customer data from an external data source. This can be via several out-of-the-box Gladly integrations or a custom Lookup Adaptor built by your team! Goals Provide additi...

Background Gladly can import historical conversations (and their corresponding contact information) from several popular customer service platforms. If you are using a different platform that is not yet natively supported, we can still import yo...

Background Gladly has a variety of other out-of-the-box integrations that you can configure directly via Gladly or via a partner's site. You can consult this guide to learn more about out-of-the-box integrations. If you're interested...

Background Allows Customers to fill out a Contact Us form to submit a support request. This can be accomplished by using an existing contact form you have or by using a tool like Formstack to create one. Goals Create a Contact Us form to s...