Salesforce
- Salesforce Integration Overview for Clients and Contacts
- ClientSuccess View in Salesforce (the widget)
- Salesforce Authentication to ClientSuccess
- Salesforce Import Filter
- Salesforce Integrations Configuration Page
- Salesforce Field Mappings Configuration Page
HubSpot
- HubSpot Engagements Push
- HubSpot Integration Instructions
- HubSpot Integration Authentication
- HubSpot Field Mappings Configuration Page
- HubSpot - Managing which Companies, Contacts, or Deals sync with ClientSuccess
- Hubspot - Managing Which Contacts Sync With ClientSuccess