How to Get Started with ClientSuccess on Zapier

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When you start creating a ClientSuccess Zap, you will be asked to connect your ClientSuccess account.

Click to connect  ClientSuccess

When you click connect, you will then be asked to enter your ClientSuccess username and password.

ClientSuccess username and password

If those steps were correct, you'll get sent back to your Zap where you will now have your ClientSuccess account successfully connected!

 ClientSuccess connection successfull

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