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ClientSuccess Help Center
CRM Integrations

CRM Integrations

Setup, best practices and FAQs around integrating ClientSuccess with CRMs like Salesforce, HubSpot and Pipedrive.

Salesforce

Salesforce Integration Overview
ClientSuccess Client View in Salesforce (the widget)
Salesforce Authentication to ClientSuccess
Salesforce Import Filter
Salesforce Integrations Configuration Page
Salesforce Field Mappings Configuration Page

See all 9 articles

HubSpot

HubSpot Overview
HubSpot Authentication
HubSpot Field Mappings Configuration Page
HubSpot - Managing Which Companies or Deals Sync With ClientSuccess Clients
Hubspot - Managing Which Contacts Sync With ClientSuccess

Pipedrive

Pipedrive Import Filter
Pipedrive Authentication to ClientSuccess
Pipedrive Overview

ClientSuccess Help Center