Integrating CRM Applications

This section covers the integration of CRM applications with CustomerSuccessBox

• Salesforce CRM self-serve Integration with CustomerSuccessBox

  Overview CustomerSuccessBox integrates with Salesforce CRM to pull Customer, Opportunity, and Contacts data to CustomerSuccessBox. We will be able to create or update Accounts, Subscriptions, and User...

• HubSpot CRM self-serve Integration with CustomerSuccessBox

  Overview CustomerSuccessBox integrates with HubSpot CRM to pull Customer, Deals, and Contacts data to CustomerSuccessBox. We will be able to create or update Accounts, Subscriptions, and Users in Cust...

• Freshsales Integration with CustomerSuccessBox

  Overview CustomerSuccessBox integrates with Freshsales to facilitate an exchange of data between CustomerSuccessBox Account and Freshsales Account. Both platforms integrate with each other to achieve ...