ClientSuccess Integrations
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Create ClientSuccess contacts from new HubSpot CRM contacts
Keep track of customer fulfillment by monitoring your contacts in ClientSuccess when a new contact is added to HubSpot CRM. This integration will save you time by automating this process, allowing you to stay focused on inbound marketing to obtain new contacts.
How this HubSpot CRM-ClientSuccess integration works
- A contact is created in HubSpot CRM.
- Zapier creates a new contact in ClientSuccess.
Apps involved
- HubSpot CRM
- ClientSuccess
Add new clients to ClientSuccess when new companies are created in HubSpot CRM
ClientSuccess makes it simple to track customer satisfaction. With this integration, you can add new companies in HubSpot CRM as new clients in ClientSuccess automatically, making it possible to associate contacts with that client for easy analysis.
How this HubSpot CRM-ClientSuccess integration works
- A company is created in HubSpot CRM.
- Zapier creates a new client in ClientSuccess.
Apps involved
- HubSpot CRM
- ClientSuccess
Send new ClientSuccess pulse as Slack channel messages
Increase visibility by notifying your company in Slack with client health insights from ClientSuccess. This integration will help you drive a culture around customer success with real-time data and insights pushed to Slack.
How this ClientSuccess-Slack integration works
- A new pulse is added in ClientSuccess.
- Zapier sends a channel message in Slack.
Apps involved
- ClientSuccess
- Slack
Add new ClientSuccess clients as new HubSpot CRM companies
Save yourself time and energy by utilizing this integration to manage clients between two separate software apps. When a client is added to ClientSuccess, Zapier will use that client to create a company in HubSpot CRM automatically for you.
How this ClientSuccess-HubSpot CRM works 1. A new client is added to ClientSuccess 2. Zapier creates a new Company in HubSpot CRM
Apps involved
- ClientSuccess
- HubSpot CRM
Add new HubSpot CRM deals as new ClientSuccess subscriptions
Managing clients through your pipeline can be monotonous and time dependent tasks for even the most organized of users. Free up some of your time and organizational skills for bigger projects by using this integration! When a new deal in HubSpot CRM is created, Zapier will create a ClientSuccess Subscription for you.
How this HubSpot CRM- ClientSuccess integration works
- A new Deal is created in HubSpot CRM
- Zapier creates a new subscription in ClientSuccess
Apps involved
- HubSpot CRM
- ClientSuccess
Add new Pipedrive organizations as new ClientSuccess clients
You use multiple software apps to manage the same set of clients. You’re a pro at getting the most out of each system to provide the best experience possible for them. Take that experience to the next level by using this integration. Whenever a new organization is created in Pipedrive, Zapier will create the client in ClientSuccess for you automatically.
How this Pipedrive-ClientSuccess integration works
- A new organization is created in Pipedrive
- Zapier creates a client in ClientSuccess
Apps involved
- Pipedrive
- ClientSuccess
Add new ClientSuccess clients as new Pipedrive organizations
Managing clients between multiple systems can be a pain. Whether manually entering clients in multiple accounts or waiting for enough data to bulk upload, your valuable time is being spent on tedious tasks. Use this integration to save that time! Whenever a new client is added to ClientSuccess, Zapier will create a new organization in Pipedrive for you automatically.
How this ClientSuccess - Pipedrive integration works
- A new client is created in ClientSuccess
- Zapier creates an organization in Pipedrive
Apps involved
- ClientSuccess
- Pipedrive
Add Pipedrive people as new ClientSuccess contacts
This integration makes it easier to manage contacts across systems. Whenever a new person is added to Pipedrive, Zapier will create that person as a contact in ClientSuccess, leaving you with more time to focus on generating more leads.
How this Pipedrive - ClientSuccess integration works
- A new person is added to Pipedrive
- Zapier creates a contact in ClientSuccess
Apps involved
- Pipedrive
- ClientSuccess
Add new Pipedrive notes as ClientSuccess engagement interactions
Never miss a new Pipedrive note and stop spending time on monotonous tasks with this integration! When a new note is added to Pipedrive, Zapier will create an engagement interaction in ClientSuccess automatically.
How this Pipedrive - ClientSuccess integration works
- A new note is added to Pipedrive
- Zapier creates a new engagement interaction in ClientSuccess
Apps involved
- Pipedrive
- ClientSuccess
Add AWeber subscriptions for ClientSuccess contacts
Mistakes can be costly. Automate your world and avoid those mistakes. Instantly transfer your contact information from ClientSuccess to AWeber and utilize AWeber's automatic campaigns to continue your contact's engagement. This Zapier integration will create a new AWeber subscriber whenever a contact is created in ClientSuccess.
Add new Intercom conversations as ClientSuccess engagement interactions
Keeping track of client interactions can take away time from communicating with the client themselves. Use this integration to automatically track in ClientSuccess when you’ve engaged with a client in Intercom, freeing up much more of your time for meaningful client interactions.
Send personalized Handwrytten notes to new contacts in Client Success
Do you want to send your new Client Success CRM customers handwritten thank you notes for their patronage? Of course, but doing it by yourself consumes valuable time you could be closing more deals. Once you set up this Client Success CRM-Handwrytten integration, new contacts will automatically receive a Handwrytten note from you, penned in the handwriting style of your choice, on the stationery of your choice.
Note: To use a custom stationery, please contact Handwrytten to set it up.
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ClientSuccess Integration Details
Launched on Zapier February 15, 2018
Zapier combines Triggers (like "New Contact") and Actions (like "Create Client") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following ClientSuccess Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new contact is created.
Triggers when a new client is added.
Triggers when a new pulse is added to a client.
Triggers when a new user/employee is added to your organization.
Triggers when a new subscription is added to a client.
Triggers when a new to-do is added to a client.
Creates a new client.
Creates a new engagement interaction on a client.
Creates a new contact within a client.
Creates a new pulse on a client.
Creates a new subscription.
Creates a new to-do within a client.
Finds an existing contact in your account.
Finds an existing client in your account by external ID.
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