New CRM Integration Platform FAQ

Q1 - Why are you changing the ClientSuccess CRM integration platform?

The new ClientSuccess CRM integration platform will enable many new features and benefits including access to new 3rd party integrations, increased flexibility for record syncs, and support for future innovation. These features are not available currently, but we look forward to providing you with these benefits in the future.

Q2 - Does this new CRM integration platform have an additional cost?

No. There is no additional cost to migrate to the new platform.

Q3 - Does this new CRM integration platform remove any functionality?

No. All existing functionality will remain in place.

Q4 - What steps are needed to migrate to the new platform?

Simply follow these instructions to authenticate to your CRM from within ClientSuccess. Once you authenticate, your ClientSuccess Support team will take care of the other tasks and let you know when the migration is complete.

Q5 - Who should authenticate to the CRM?

As with the previous integration platform, someone with CRM Administrator permissions or equivalent must authenticate to your CRM to start the migration. No additional user, record, or field-level permissions are required. 

Q6 - What happens if I don't complete the authentication in time?

ClientSuccess features will continue to function as normal. However, ClientSuccess data will not be updated from, or pushed to your CRM. Historical data will continue to be available in ClientSuccess. 

Q7 -Will there be any downtime as part of this change?

No. Access to ClientSuccess will not be impacted.

Q8 - Will any data in my CRM be updated or deleted?

No CRM data will be deleted, and only those fields that were indicated in your previous field mapping will be updated. 

Q9 - Does anything change with how data is stored or accessed within ClientSuccess? 

No. As before, ClientSuccess will use CRM-specific APIs to access and transfer the data. The APIs used by ClientSuccess are secure and compliant with industry standards. 

Q10 - Will this impact the Salesforce-ClientSuccess Widget (AKA Canvas App)?

No. Only the data sent to/from ClientSuccess and your CRM via the integration platform will be impacted.

Q11 - Will this impact any other integrations?  For example, Support applications (e.g. Jira), Slack, NPS, etc.?

No. The new integration platform will only be used for the four CRMs: Salesforce, HubSpot, Zoho, and Pipedrive.

Q12 - Will this new integration platform overwrite existing CRM integration settings or mappings?

The new Integration platform will NOT overwrite any settings or mappings you currently have, but will completely replace them once we have tested and performed the switchover.

Q13 - Who will ensure my field mappings, sync filters, and sync schedule on the new integration platform are correct after I authenticate?

ClientSuccess will ensure your new integration platform has the same field mappings and sync configuration.  Our Support team will test the new integration and keep you updated as we are ready to make the switch.  

Q14 - What security standards and policies does this new platform use?

Please see the Security Assessment pdf.

Q15 - Who can I reach out to with questions?

Please contact Support@clientsuccess.com