# How to Connect CustomerX to Albato — Albato Help Center

Source: https://albato.com/wiki/articles/how-to-connect-customerx-to-albato

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# How to Connect CustomerX to Albato

Last update:  
22/5/2026 · 4 min read

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IN THIS ARTICLE

[CustomerX](https://albato.com/apps/customerx) is a CRM platform that helps businesses manage customers, sales processes, and custom attributes. Connect CustomerX with Albato to integrate it with 1,000+ apps, including AI tools like [ChatGPT](https://albato.com/apps/openai) and [Gemini](https://albato.com/apps/gemini_ai). Follow the steps below to set it up.

1.  Log in to your Albato account.

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2.  Go to the **Apps** section and click **Add a connection**.

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3.  Search for CustomerX, select it, and click Add a connection again.

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### How to get API Token in CustomerX

4.  Log in to your CustomerX account, and open it.

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5.  Click **View profile**.

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6.  Click **View Token**.

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7.  Next, copy the generated **Token**.

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8.  Return to Albato. Then, paste the **Token** into the **Access Token** field.

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Your connection is ready, and you can now create automations between CustomerX and Albato.

### How to work with Custom Fields in CustomerX

If you need to transfer data to a custom field, you must use its ID.

9.  Go to the **Customers** section.

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10.  Create a new client or open an existing one.

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11.  Click **Custom Attributes – To manage**.

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12.  Copy the required **Field ID** (for example, `democustomfield1`).

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23.  In Albato, when mapping the fields, paste the **Field ID** into the corresponding parameter so the field is filled with the required data during the integration.

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If you have any issues, contact support via the live chat on our website.

### About CustomerX

CustomerX helps businesses manage customer data, track interactions, and customize records with flexible attributes.

With it, you can:

-   Store and manage customer profiles.
-   Create and edit custom fields.
-   Track client interactions and activities.

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