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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 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

See all 10 articles

HubSpot

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
HubSpot Revenue Data Integration

Pipedrive

Pipedrive Import Filter
Pipedrive Authentication to ClientSuccess
Pipedrive Overview

Zoho CRM

Zoho Integration Overview

ClientSuccess Help Center