ClientSuccess Integrations
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New Client
Triggers when a new client is added.
Try ItClientRequired
Try ItClient
Disposition
Try ItClient
Try It
ClientRequired
Try ItNew User
Triggers when a new user/employee is added to your organization.
Try ItClientRequired
Try ItNameRequired
StatusRequired
Success Cycle ID
Assigned Employee
Assigned Sales Rep Name
Client as of
Street Address
City
Zip Code
State/Province
Country
LinkedIn URL
Salesforce Account ID
External ID