ClientSuccess and Salesflare
How to connect ClientSuccess
- Via Zapier — 20 operations available. Set it up ↗
What you can automate
- When new Client in ClientSuccess, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Contact in ClientSuccess, find or create contact in Salesflare.
- When new Subscription in ClientSuccess, create opportunity, then find or create contact in Salesflare.
- When new Task in ClientSuccess, create task in Salesflare.
- When new Task in Salesflare, create Task in ClientSuccess.
About ClientSuccess
ClientSuccess is customer success platform that helps retain and grow existing customer bases.
ClientSuccess operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Client — Triggers when a new client is added.
- New Contact — Triggers when a new contact is created.
- New Contract — Triggers when a new contract is added to a client.
- New Pulse — Triggers when a new pulse is added to a client.
- New Subscription — Triggers when a new subscription is added to a client.
Show 2 more triggers
- New Task — Triggers when a new task is added to a client.
- New User — Triggers when a new user/employee is added to your organization.
Actions (10)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Contact — Creates a new contact within a client.
- Create Contract — Creates a new contract.
- Create Engagement Interaction — Creates a new engagement interaction on a client.
- Create Pulse — Creates a new pulse on a client.
Show 5 more actions
- Create Subscription — Creates a new subscription.
- Create Task — Creates a new task.
- Find Client — Find a client by the external ID. Optionally, create one if none are found.
- Find Contact — Find a contact by email. Optionally, create one if none are found.
- Update Task — Update task.
Searches (3)
Look up existing records
- Find Client by External ID — Finds an existing client in your account by external ID.
- Find Client by ID — Finds an existing client in your account by ID.
- Find Contact — Finds an existing contact in your account.
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