ClientSuccess Integrations
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Popular ways to use ClientSuccess workflows
- Create ClientSuccess contacts from new HubSpot contacts
Create ClientSuccess contacts from new HubSpot contacts
- Add clients to ClientSuccess when new companies are created in HubSpot
Add clients to ClientSuccess when new companies are created in HubSpot
- Send new ClientSuccess pulse as Slack channel messages
Send new ClientSuccess pulse as Slack channel messages
- Create HubSpot CRM companies from new ClientSuccess clients
Create HubSpot CRM companies from new ClientSuccess clients
- Add new HubSpot deals as ClientSuccess subscriptions
Add new HubSpot deals as ClientSuccess subscriptions
- Add new Pipedrive organizations as new ClientSuccess clients
Add new Pipedrive organizations as new ClientSuccess clients
- Add new ClientSuccess clients as new Pipedrive organizations
Add new ClientSuccess clients as new Pipedrive organizations
- Add Pipedrive people as new ClientSuccess contacts
Add Pipedrive people as new ClientSuccess contacts
- New ClientTriggers when a new client is added.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New UserTriggers when a new user/employee is added to your organization.Trigger
- New PulseTriggers when a new pulse is added to a client.Trigger
- New SubscriptionTriggers when a new subscription is added to a client.Trigger
- New To-DoTriggers when a new to-do is added to a client.Trigger
- Create ClientCreates a new client.Action
- Create ContactCreates a new contact within a client.Action
- 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
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