Overview

This section will help you understand how to integrate third-party applications with CustomerSuccessBox. These integrations will automatically import the data from third-party systems which can be used to track customer journeys.

Who is this for?

This article is for admins responsible for setting up CustomerSuccessBox.

What will I be able to achieve?

• Integrating third-party applications with CustomerSuccessBox. 

• How do I check logs of my Integrated platform?

• How to unauthorize an existing integration?

Integrating third-party applications with CustomerSuccessBox

There are different ways to import your business data in CustomerSuccessBox, namely,

• Importing data using CSV

• Integrating with third-party applications

When you integrate with third-party applications, you can easily set up your data in CustomerSuccessBox.

You need to follow the below steps to integrate with third-party applications with CustomerSuccessBox.

• Click on the Gear icon present on the top right bar of the CustomerSuccessBox dashboard. Then click on the Integrations option.

• At the top of the page, you can view the multiple integrations already connected.

• Below you will be able to see the different integrations that are available for you.

• You can also search for a particular integration by its name using the Search bar.

How do I check the logs of my integrated platform?

You can view the status of your integration in the Integration logs created for each platform. For this, you need to follow the below steps.

• Go to the Integration page, you will be able to see already connected Integrations for your account.

• All the integrations that are Enabled, will be shown using green. Also, you can see the integration that is disabled for you.

• Click on the 3 dots beside any of the integration platform card. It will give you a drop-down list. Click on the logs option to view Integration logs.

• Once done it will show you the Integration logs for that particular platform.

What to do if you find out Integration has failed?

Whenever an integration fails, our Integration team gets notified about this & they are already working towards solving it. But if you need any updates, you can reach out to your Implementation Engineer or write to the Support team.

How to unauthorize an existing integration?

• Go to the Integration page, you will be able to see already connected Integrations for your account.

• Click on the 3 dots beside any of the integration platform cards. It will give you a drop-down list. Click on the Unauthorize option to unauthorize an existing integration.

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You can always:

1. Initiate a chat directly from within your CustomerSuccessBox. Use the Chat option from the Chat icon in the left-side navigation bar.

2. Create a conversation from here.

3. Send an email to the Support team.