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CustomerX Integrations

CRM (Customer Relationship Management)

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Integrate Google Sheets with CustomerXIntegrate Google Sheets with CustomerX

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with CustomerXIntegrate Webhooks by Zapier with CustomerX

Webhooks by Zapier

Developer Tools, Zapier
Integrate Microsoft Excel with CustomerXIntegrate Microsoft Excel with CustomerX

Microsoft Excel

Microsoft, Spreadsheets
Integrate Pipedrive with CustomerXIntegrate Pipedrive with CustomerX

Pipedrive

CRM (Customer Relationship Management)
Integrate Mailchimp with CustomerXIntegrate Mailchimp with CustomerX

Mailchimp

Email Newsletters
Integrate Wix with CustomerXIntegrate Wix with CustomerX

Wix

Website Builders
Integrate Gmail with CustomerXIntegrate Gmail with CustomerX

Gmail

Email, Google
Integrate Trello with CustomerXIntegrate Trello with CustomerX

Trello

Project Management
Integrate WebinarJam / EverWebinar with CustomerXIntegrate WebinarJam / EverWebinar with CustomerX

WebinarJam / EverWebinar

Webinars
Integrate Google Sheets with CustomerXIntegrate Google Sheets with CustomerX

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with CustomerXIntegrate Webhooks by Zapier with CustomerX

Webhooks by Zapier

Developer Tools, Zapier
Integrate Microsoft Excel with CustomerXIntegrate Microsoft Excel with CustomerX

Microsoft Excel

Microsoft, Spreadsheets
Integrate Pipedrive with CustomerXIntegrate Pipedrive with CustomerX

Pipedrive

CRM (Customer Relationship Management)
Integrate Mailchimp with CustomerXIntegrate Mailchimp with CustomerX

Mailchimp

Email Newsletters
Integrate Wix with CustomerXIntegrate Wix with CustomerX

Wix

Website Builders
Integrate Google Sheets with CustomerXIntegrate Google Sheets with CustomerX

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with CustomerXIntegrate Webhooks by Zapier with CustomerX

Webhooks by Zapier

Developer Tools, Zapier
Integrate Microsoft Excel with CustomerXIntegrate Microsoft Excel with CustomerX

Microsoft Excel

Microsoft, Spreadsheets
Integrate Pipedrive with CustomerXIntegrate Pipedrive with CustomerX

Pipedrive

CRM (Customer Relationship Management)
Integrate Mailchimp with CustomerXIntegrate Mailchimp with CustomerX

Mailchimp

Email Newsletters
Integrate Wix with CustomerXIntegrate Wix with CustomerX

Wix

Website Builders
Integrate Gmail with CustomerXIntegrate Gmail with CustomerX

Gmail

Email, Google
Integrate Trello with CustomerXIntegrate Trello with CustomerX

Trello

Project Management
Integrate WebinarJam / EverWebinar with CustomerXIntegrate WebinarJam / EverWebinar with CustomerX

WebinarJam / EverWebinar

Webinars

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Quickly automate CustomerX integrations with Zapier's templates

  • Create or update CustomerX contacts from new rows in Microsoft Excel

    Details
    • Microsoft Excel logo
    • CustomerX logo
    Microsoft Excel + CustomerX
  • Create trackings in CustomerX for new or updated rows in Google Sheets

    • Google Sheets logo
    • CustomerX logo
    Google Sheets + CustomerX
  • Create contract additives in CustomerX from new or updated rows in Google Sheets

    • Google Sheets logo
    • CustomerX logo
    Google Sheets + CustomerX
  • Create contract additives in CustomerX from new rows in Google Sheets

    • Google Sheets logo
    • CustomerX logo
    Google Sheets + CustomerX
  • Create financials in CustomerX for every new row in Microsoft Excel

    • Microsoft Excel logo
    • CustomerX logo
    Microsoft Excel + CustomerX

Create or update CustomerX contacts from new rows in Microsoft Excel

Try it
  • Microsoft Excel logo
  • CustomerX logo
Microsoft Excel + CustomerX

Create trackings in CustomerX for new or updated rows in Google Sheets

  • Google Sheets logo
  • CustomerX logo
Google Sheets + CustomerX

Create contract additives in CustomerX from new or updated rows in Google Sheets

  • Google Sheets logo
  • CustomerX logo
Google Sheets + CustomerX

Create contract additives in CustomerX from new rows in Google Sheets

  • Google Sheets logo
  • CustomerX logo
Google Sheets + CustomerX

Create financials in CustomerX for every new row in Microsoft Excel

  • Microsoft Excel logo
  • CustomerX logo
Microsoft Excel + CustomerX

Supported triggers and actions

What does this mean?
    • External Id ContractRequired

    • Reason of CancellationRequired

    Action
    Write
    • External Id ClientRequired

    • DescriptionRequired

    • Start DateRequired

    • Final Date

    • Contract ValueRequired

    • Date SaleRequired

    • Contract Plan ID

    • External Id Contract Plan

    • Renew In Days

    • Seller

    • Setup Value

    Action
    Write
    • External Id

    • External Id ClientRequired

    • IdentifierRequired

    • DescriptionRequired

    • Date issueRequired

    • Date dueRequired

    • ValueRequired

    • StatusRequired

    • Date payment

    • Discont Paid

    • Amount paid

    Action
    Write
    • External IdRequired

    • External ID TicketRequired

    • TitleRequired

    • DescriptionRequired

    • Type ActivityRequired

    • Date RegistrationRequired

    • StatusRequired

    Action
    Write
    • External Id Client

    • Company NameRequired

    • Date RegisterRequired

    • E-mail

    • Trading Name

    • CNPJ/CPF

    • City

    • State

    • CEP

    • Country

    • Street

    • District

    • Number

    • Segment

    • Service

    • Group

    • Tag Names

    Action
    Write
    • Id External of ContractRequired

    • Description of AdditiveRequired

    • Date Initial of AdditiveRequired

    • Date Sale of AdditiveRequired

    • Value of AdditiveRequired

    • Type AdditiveRequired

    • Date final of Additive

    • Note of Additive

    • Id External of Additive

    • Number of Users of Additve

    • Value per Users of Additve

    • Contract Plan Id

    • Renew in Days

    Action
    Write
    • NoteRequired

    • Date ResponseRequired

    • Date SendRequired

    • Email UserRequired

    • Observation

    Action
    Write
    • NameRequired

    • EmailRequired

    • Type of ContactRequired

    • Id External of Client

    • CNPJ/CPF

    • Birthday

    Action
    Write
customerx-tracking logo
customerx-tracking logo

About CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
Help

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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