Integrations

Articles regarding Integration management

By ClientSuccess1 author41 articles

Association Mappings & User Reference FieldsUnderstand association mappings and user reference fields when syncing Salesforce lookup fields like Account Owner to ClientSuccess with friendly names.
ClientSuccess Open API v2.0Understand the ClientSuccess Open API v2.0 for Clients, Contacts, and Contracts, plus the Usage API, Developer Portal access, and API user setup.
Communication Platform Integration BasicsUnderstand Slack and Microsoft Teams notification options in ClientSuccess, including Pulse status alerts, new client notifications, and NPS responses.
Connecting Pendo NPS with ClientSuccessLearn how to connect Pendo NPS with ClientSuccess using a custom field and CRM sync to surface NPS scores, SuccessScore inputs, and health alerts.
Delighted Integration for the NPS AppLearn how to configure the Delighted integration for the ClientSuccess NPS app, including API access token, webhooks for real-time results, and imports.
FreshdeskLearn how to integrate Freshdesk with ClientSuccess Support View, including admin token requirements and finding Freshdesk company IDs to link clients.
HelpScout Integration with ClientSuccessLearn how to connect HelpScout to ClientSuccess via the Support View app, authorize access, and map HelpScout company IDs to view client tickets.
How To Install the ClientSuccess Widget (aka Canvas App) in SalesforceLearn how to install the ClientSuccess widget (Canvas App) in Salesforce to show SuccessScore, Pulse, subscriptions, and engagements on Account pages.
HubSpot Engagements PushLearn how to push new ClientSuccess Engagements to HubSpot Activity History, how to enable the push, and FAQ on historical and two-way Engagement syncing.
HubSpot Import Filter - Managing which Companies, Contacts, or Deals sync with ClientSuccessLearn how the HubSpot Import Filter controls which Companies, Contacts, or Deals sync to ClientSuccess using a checkbox property and HubSpot Workflows.
HubSpot Integration AuthenticationLearn how to authenticate HubSpot to ClientSuccess via Global Settings, using Super Admin credentials, plus optional scopes setup for Deals and Line Items.
HubSpot Integration Instructions for Clients and ContactsLearn how to configure the HubSpot integration to sync Companies and Contacts with ClientSuccess, including recipes, sync filters, and field mappings.
HubSpot Revenue Data IntegrationLearn how to set up the HubSpot revenue data integration, mapping Deals and Line Items to ClientSuccess contracts, products, stages, renewals, and ARR.
Integration Technical OverviewUnderstand how ClientSuccess integration push and pull syncs work, including polling, field mappings, data parity, null values, and sync maintenance tips.
Intercom IntegrationLearn how to connect the Intercom integration to ClientSuccess to sync conversations into the Engagements and Support Ticket apps via OAuth setup.
JIRA Support View IntegrationLearn how to configure the Jira Support View integration, including application links, a custom client field, and authentication to display Jira tickets.
Microsoft TeamsLearn how to install the Microsoft Teams integration in ClientSuccess, including OAuth setup, Team and Channel configuration, and notification settings.
MixPanel IntegrationLearn how to set up the MixPanel integration to ingest usage data events into ClientSuccess, including service account, project ID, and event formatting.
MS Teams Integration - Azure App ConfigurationConfigure an Azure App for the ClientSuccess MS Teams integration, including app registration, Microsoft Graph API permissions, secret key, and client ID.
New CRM Integration Platform AuthenticationLearn how admins authenticate Salesforce, HubSpot, Zoho, or Pipedrive on the new CRM integration platform in ClientSuccess Global Settings.
New CRM Integration Platform FAQUnderstand the new ClientSuccess CRM integration platform: migration steps, cost, downtime, security, and impacts on Salesforce, HubSpot, Zoho, Pipedrive.
New Integration PlatformUnderstand the new ClientSuccess Integration Platform (Workato), CRM migration phases for Salesforce, HubSpot, Zoho, Pipedrive, and how to connect.
Okta SSO with ClientSuccessConfigure Okta single sign-on (SSO) with ClientSuccess using OpenID Connect, including app setup, redirect URIs, client ID and secret, and testing.
Pendo Integration for Usage EventsLearn how to set up the Pendo integration to pull daily usage data into ClientSuccess using an API key and Account or Visitor List report formats.
Pipedrive Import FilterUnderstand the Pipedrive Import Filter that controls which Organizations and People sync to ClientSuccess, with best practices and API field requirements.
Salesforce Authentication to ClientSuccessLearn how to authenticate Salesforce to ClientSuccess, install the Workato connected app, re-authenticate, and troubleshoot common OAuth login errors.
Salesforce Engagements PushLearn how to push new ClientSuccess Engagements to Salesforce Activity History, how to enable the push, and FAQ on historical and two-way syncing.
Salesforce Import FilterUnderstand the Salesforce Import Filter, which controls which account and contact records sync to ClientSuccess, plus criteria limits and formula field tips.
Salesforce Integration - Easy Access To SalesForce AccountLearn how to add a quick link from a ClientSuccess client record to its Salesforce account by entering your Salesforce login URL in Global Settings.
Salesforce Integration for Clients, Contacts, and ContractsLearn how to configure the Salesforce integration to sync clients, contacts, and contracts with ClientSuccess using recipes, filters, and field mappings.
Salesforce Revenue Data IntegrationLearn how to set up the Salesforce revenue data integration, mapping Opportunities and Line Items to ClientSuccess contracts, stages, products, and ARR.
Salesforce Service CloudLearn how to enable Salesforce Service Cloud in ClientSuccess so support cases automatically appear in the Support View on each client record.
SatisMeter Integration for the NPS AppLearn how to configure the SatisMeter integration for the ClientSuccess NPS app, including access token setup, webhooks for real-time results, and imports.
Slack Integration with ClientSuccessLearn how to install the Slack integration with ClientSuccess via OAuth, configure channel notifications for Pulse and Tasks, and invite the chat bot.
Stripe Integration OverviewLearn how the Stripe integration pulls Customers, paid Invoices, and Products into ClientSuccess, including API key setup and contract field mappings.
Unique IdentifiersUnderstand unique identifiers (UIDs) in ClientSuccess integrations, how CRM IDs from Salesforce or HubSpot link records, and UID vs traditional mappings.
UserVoiceLearn how to set up the UserVoice integration with ClientSuccess Support View using a custom Organization field to display client support tickets.
Zapier IntegrationLearn how to set up the Baton Zapier integration to connect hundreds of apps, create projects via Zaps, trigger on status changes, and map custom fields.
Zapier Integration Basic Use CasesExplore Zapier integration use cases connecting ClientSuccess with Slack, Intercom, HubSpot, and Pipedrive to automate contacts, clients, and pulse alerts.
Zendesk Integration with ClientSuccessLearn how to integrate Zendesk with ClientSuccess Support View, link Zendesk organization IDs to client records, and view up to 100 tickets per client.
Zoho Integration OverviewLearn how the Zoho integration syncs Client and Contact data with ClientSuccess, including import filters, field mappings, sync direction, and frequency.