ClientSuccess Integrations
Do More With ClientSuccess
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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
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ClientSuccess Integration Details
Launched on Zapier February 15, 2018
Zapier combines Triggers (like "New Client") 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 client is added.
Triggers when a new contact is created.
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 contact within a client.
Creates a new engagement interaction on a client.
Creates a new pulse on a client.
Creates a new subscription.
Creates a new to-do within a client.
Finds an existing client in your account by external ID.
Finds an existing contact in your account.
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