Integrations
Setup, best practices and FAQs around integrating ClientSuccess with external systems. This includes CRMs (Salesforce, HubSpot etc.) email providers (Gmail and Office 365), ticketing systems (Zendesk, Jira etc.), and others.
General Information
Salesforce
- Salesforce Integration Overview
- Salesforce Authentication to ClientSuccess
- Salesforce Resource Filter
- Salesforce Integrations Configuration Page
- Field Mappings Configuration Page: Salesforce - ClientSuccess
- Salesforce Engagements Push
HubSpot
Pipedrive
API
Email Integration
NPS Integration
Support View (Tickets)
- Support View App Overview
- Zendesk Integration with ClientSuccess
- UserVoice
- Salesforce Service Cloud
- JIRA Support View Integration
- Freshdesk