ClientSuccess Integrations

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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:

New Client

Triggers when a new client is added.

New Contact

Triggers when a new contact is created.

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 Contact

Creates a new contact within a client.

Create Engagement Interaction

Creates a new engagement interaction on 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 Client by External ID

Finds an existing client in your account by external ID.

Find Contact

Finds an existing contact in your account.

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