ClientSuccess Integrations

  • 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

    1. A contact is created in HubSpot CRM.
    2. 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

    1. A company is created in HubSpot CRM.
    2. 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

    1. A new pulse is added in ClientSuccess.
    2. 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

    1. A new Deal is created in HubSpot CRM
    2. 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

    1. A new organization is created in Pipedrive
    2. 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

    1. A new client is created in ClientSuccess
    2. 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

    1. A new person is added to Pipedrive
    2. Zapier creates a contact in ClientSuccess

    Apps involved

    • Pipedrive
    • ClientSuccess
  • Add new Intercom conversations as ClientSuccess engagement interactions

    Keeping track of client interactions can takeaway 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.

    How this Intercom-ClientSuccess integration Works

    1. A new conversation happens in Intercom
    2. Zapier creates an engagement interaction in ClientSuccess

    Apps involved

    • Intercom
    • 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

    1. A new note is added to Pipedrive
    2. Zapier creates a new engagement interaction in ClientSuccess

    Apps involved

    • Pipedrive
    • ClientSuccess
  • Add new Intercom conversations as new ClientSuccess engagement interactions

    You can connect your conversations in Intercom with ClientSuccess automatically. With this integration, you can automatically add new Intercom conversations as new ClientSuccess engagement interactions.

    How this Intercom-ClientSuccess integration works

    1. A new Intercom conversation
    2. Zapier finds the Intercom contact in ClientSuccess
    3. Zapier creates a ClientSuccess engagement interaction

    Apps involved

    • Intercom
    • ClientSuccess
    • ClientSuccess

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ClientSuccess Integration Details

Launched on Zapier October 3, 2017

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:

New Contact

Triggers when a new contact is created.

New Client

Triggers when a new client is added.

New Pulse

Triggers when a new pulse is added to a client.

New User

Triggers when a new user/employee is added to your organization.

New Subscription

Triggers when a new subscription is added to a client.

New To-Do

Triggers when a new to-do is added to a client.

Create Client

Creates a new client.

Create Engagement Interaction

Creates a new engagement interaction on a client.

Create Contact

Creates a new contact within a client.

Create Pulse

Creates a new pulse on a client.

Create Subscription

Creates a new subscription.

Create To-Do

Creates a new to-do within a client.

Find Contact

Finds an existing contact in your account.

Find Client by External ID

Finds an existing client in your account by external ID.

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