ClientSuccess Integrations

CRM (Customer Relationship Management)

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Slack

Team Chat

Intercom

Customer Support

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Calendly

Scheduling & Booking

Gmail

Email, Google

Delighted

Forms & Surveys

Google Calendar

Calendar, Google

Instapage

Forms & Surveys

Slack

Team Chat

Intercom

Customer Support

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Calendly

Scheduling & Booking

Gmail

Email, Google

Slack

Team Chat

Intercom

Customer Support

Google Sheets

Google, Spreadsheets

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Popular ways to use ClientSuccess workflows

Create ClientSuccess contacts from new HubSpot contacts
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HubSpot + ClientSuccess
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When this happens
Step 1: New Contact
Then do this
Step 2: Create Contact
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Create ClientSuccess contacts from new HubSpot contacts
Create ClientSuccess contacts from new HubSpot contacts
HubSpot + ClientSuccess
Add clients to ClientSuccess when new companies are created in HubSpot
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HubSpot + ClientSuccess
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When this happens
Step 1: New Company
Then do this
Step 2: Create Client
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Add clients to ClientSuccess when new companies are created in HubSpot
Add clients to ClientSuccess when new companies are created in HubSpot
HubSpot + ClientSuccess
Send new ClientSuccess pulse as Slack channel messages
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ClientSuccess + Slack
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When this happens
Step 1: New Pulse
Then do this
Step 2: Send Channel Message
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Send new ClientSuccess pulse as Slack channel messages
Send new ClientSuccess pulse as Slack channel messages
ClientSuccess + Slack
Create HubSpot CRM companies from new ClientSuccess clients
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ClientSuccess + HubSpot
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When this happens
Step 1: New Client
Then do this
Step 2: Create Company Deprecated
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Create HubSpot CRM companies from new ClientSuccess clients
Create HubSpot CRM companies from new ClientSuccess clients
ClientSuccess + HubSpot
Add new HubSpot deals as ClientSuccess subscriptions
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HubSpot + ClientSuccess
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When this happens
Step 1: New Deal
Then do this
Step 2: Create Subscription
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Add new HubSpot deals as ClientSuccess subscriptions
Add new HubSpot deals as ClientSuccess subscriptions
HubSpot + ClientSuccess
Add new Pipedrive organizations as new ClientSuccess clients
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Pipedrive + ClientSuccess
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When this happens
Step 1: New Organization
Then do this
Step 2: Create Client
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Add new Pipedrive organizations as new ClientSuccess clients
Add new Pipedrive organizations as new ClientSuccess clients
Pipedrive + ClientSuccess
Add new ClientSuccess clients as new Pipedrive organizations
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ClientSuccess + Pipedrive
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When this happens
Step 1: New Client
Then do this
Step 2: Create Organization
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Add new ClientSuccess clients as new Pipedrive organizations
Add new ClientSuccess clients as new Pipedrive organizations
ClientSuccess + Pipedrive
Add Pipedrive people as new ClientSuccess contacts
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Pipedrive + ClientSuccess
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When this happens
Step 1: New Person
Then do this
Step 2: Create Contact
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Add Pipedrive people as new ClientSuccess contacts
Add Pipedrive people as new ClientSuccess contacts
Pipedrive + ClientSuccess

Supported triggers and actions

What does this mean?

New Client
Triggers when a new client is added.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New User
Triggers when a new user/employee is added to your organization.
Trigger
Scheduled
New Pulse
Triggers when a new pulse is added to a client.
Trigger
Scheduled
New Subscription
Triggers when a new subscription is added to a client.
Trigger
Scheduled

New To-Do
Triggers when a new to-do is added to a client.
Trigger
Scheduled
Create Client
Creates a new client.
Action
Write

Create Contact
Creates a new contact within a client.
Action
Write

ClientSuccess
Creates a new engagement interaction on a client.
Scheduled
Action
ClientSuccess
Creates a new pulse on a client.
Scheduled
Action
ClientSuccess
Creates a new subscription.
Scheduled
Action
ClientSuccess
Creates a new to-do within a client.
Scheduled
Action
ClientSuccess
Finds an existing client in your account by external ID.
Scheduled
Action
ClientSuccess
Finds an existing contact in your account.
Scheduled
Action
ClientSuccess
Find a client by the external ID. Optionally, create one if none are found.
Scheduled
Action
ClientSuccess
Find a contact by email. Optionally, create one if none are found.
Scheduled
Action

About ClientSuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

Related categories

CRM (Customer Relationship Management)

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Popular ClientSuccess Integrations