Integrations
CustomerSuccessBox integrates with customer data to give a complete 360 degree view of your customers. Do not just import data but use it to trigger alerts, kickstart journeys and influence account health.
Sync data from your favourite SaaS apps in minutes
Send data from anywhere
Be it may your product, database, warehouse, or home-grown system using
– JavaScript Client
– HTTP APIs
– CSV File Import
Plug-in Salesforce
- View Health 360 in Salesforce
- Sync activities two-way with Salesforce
- Trigger workflows in Salesforce using key Success datapoints
Request custom integrations with your SaaS apps
Our dedicated Integrations team does the heavy-lifting. No engineering bandwidth required from your side.
Fully Integrated Platform
CRM
Get account, contact, opportunity information, purchase history, and even custom fields from all major CRM systems.
Support
Capture all ticket information along with the entire conversation, ticket type, ticket status, escalations, and resolutions.
Billing & Payment
Collect key subscription and financial data such as contract length, renewals, discounts, invoices and payments.
Two-way email sync enables you to communicate with your customers without leaving your success platform.
Engagement
Import chat details so that success managers have all communication in one place.
NPS
CoInclude Net Promoter Scores (NPS) to influence account health and trigger alerts.
Product Usage
API
Integrate with our Rest APIs to send existing product data
Javascript
Use our Javascript library to capture data directly from your product
Analytics
Already using Segment, Mixpanel or other analytics? We directly collect data from these services.
