New Integration: Monitor, Engage, and Retain Customers with ClientSuccess

Toby Peterson
Toby Peterson / October 29, 2018
ClientSuccess home page

ClientSuccess is a customer success software platform that tracks customer engagement, monitors risk, and notifies you in real time to help you strengthen client relationships. Define and customize your clients' lifecycle, then determine success measurements for onboarding, adoption, renewal, and more. Identify key activities and set milestones, then create a customized scorecard to track each customer's progress. Receive daily updates about customer health directly in your inbox, and review subscription, renewal, and expansion metrics. Track product usage for engagement insights, monitor revenues in the central dashboard, and automate email notifications to reach clients at key moments in their lifecycle. You can even integrate with Gmail or Office 365 to track all email, phone, and face-to-face customer interactions for full context.

And now ClientSuccess connects with Zapier, making it easier than ever to automate your customer success workflows. Zapier can automatically trigger workflows in other apps whenever new contacts, clients, users, subscriptions, to-dos, or pulses are created in ClientSuccess. Or you can automatically create contacts, clients, subscriptions, to-dos, pulses, or engagement interactions in ClientSuccess whenever trigger events happen in the other apps you use most.

To connect ClientSuccess with 1,300+ other apps, including Intercom, Pipedrive, and HubSpot CRM, head to ClientSuccess's Zapier integration page.

How to Automate ClientSuccess with Zapier

  1. Sign up for a ClientSuccess account, and make sure you have a Zapier account.

  2. Try some pre-made ClientSuccess integrations, and learn more about how ClientSuccess works with Zapier.

  3. Or log in and build a custom workflow with ClientSuccess and Zapier.