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ClientSuccess Integrations

CRM (Customer Relationship Management)

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ClientSuccess logo
Or pick an app to pair witharrow pointing down
Integrate Slack with ClientSuccess

Slack

Team Chat
Integrate Intercom with ClientSuccess

Intercom

Customer Support
Integrate Google Sheets with ClientSuccess

Google Sheets

Google, Spreadsheets
Integrate HubSpot with ClientSuccess

HubSpot

Marketing Automation
Integrate Calendly with ClientSuccess

Calendly

Scheduling & Booking
Integrate Gmail with ClientSuccess

Gmail

Email, Google
Integrate Delighted with ClientSuccess

Delighted

Forms & Surveys
Integrate Google Calendar with ClientSuccess

Google Calendar

Calendar, Google
Integrate Instapage with ClientSuccess

Instapage

Forms & Surveys
Integrate Slack with ClientSuccess

Slack

Team Chat
Integrate Intercom with ClientSuccess

Intercom

Customer Support
Integrate Google Sheets with ClientSuccess

Google Sheets

Google, Spreadsheets
Integrate HubSpot with ClientSuccess

HubSpot

Marketing Automation
Integrate Calendly with ClientSuccess

Calendly

Scheduling & Booking
Integrate Gmail with ClientSuccess

Gmail

Email, Google
Integrate Slack with ClientSuccess

Slack

Team Chat
Integrate Intercom with ClientSuccess

Intercom

Customer Support
Integrate Google Sheets with ClientSuccess

Google Sheets

Google, Spreadsheets

Connect your apps and automate workflows

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Popular ways to use ClientSuccess workflows

  • Create ClientSuccess contacts from new HubSpot contacts

    • HubSpot logo
    • ClientSuccess logo
    HubSpot + ClientSuccess
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Create Contact

    Create ClientSuccess contacts from new HubSpot contacts

    Create ClientSuccess contacts from new HubSpot contacts
    • HubSpot logo
    • ClientSuccess logo
    HubSpot + ClientSuccess
  • Add clients to ClientSuccess when new companies are created in HubSpot

    • HubSpot logo
    • ClientSuccess logo
    HubSpot + ClientSuccess
    More details
    1. When this happens

      Step 1: New Company

    2. Then do this

      Step 2: Create Client

  • Send new ClientSuccess pulse as Slack channel messages

    • ClientSuccess logo
    • Slack logo
    ClientSuccess + Slack
    More details
    1. When this happens

      Step 1: New Pulse

    2. Then do this

      Step 2: Send Channel Message

  • Create HubSpot CRM companies from new ClientSuccess clients

    • ClientSuccess logo
    • HubSpot logo
    ClientSuccess + HubSpot
    More details
    1. When this happens

      Step 1: New Client

    2. Then do this

      Step 2: Create Company Deprecated

  • Add new HubSpot deals as ClientSuccess subscriptions

    • HubSpot logo
    • ClientSuccess logo
    HubSpot + ClientSuccess
    More details
    1. When this happens

      Step 1: New Deal

    2. Then do this

      Step 2: Create Subscription

  • Add new Pipedrive organizations as new ClientSuccess clients

    • Pipedrive logo
    • ClientSuccess logo
    Pipedrive + ClientSuccess
    More details
    1. When this happens

      Step 1: New Organization

    2. Then do this

      Step 2: Create Client

  • Add new ClientSuccess clients as new Pipedrive organizations

    • ClientSuccess logo
    • Pipedrive logo
    ClientSuccess + Pipedrive
    More details
    1. When this happens

      Step 1: New Client

    2. Then do this

      Step 2: Create Organization

  • Add Pipedrive people as new ClientSuccess contacts

    • Pipedrive logo
    • ClientSuccess logo
    Pipedrive + ClientSuccess
    More details
    1. When this happens

      Step 1: New Person

    2. Then do this

      Step 2: Create Contact

Supported triggers and actions

What does this mean?
clientsuccess logo
clientsuccess logo

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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