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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.

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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

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Plug-in Salesforce

  • View Health 360 in Salesforce
  • Sync activities two-way with Salesforce
  • Trigger workflows in Salesforce using key Success datapoints

View in AppExchange

Request custom integrations with your SaaS apps

Our dedicated Integrations team does the heavy-lifting. No engineering bandwidth required from your side.

See all integrations

Fully Integrated Platform

CRM

CRM

Get account, contact, opportunity information, purchase history, and even custom fields from all major CRM systems.

Support

Support

Capture all ticket information along with the entire conversation, ticket type, ticket status, escalations, and resolutions.

Billing and payment

Billing & Payment

Collect key subscription and financial data such as contract length, renewals, discounts, invoices and payments.

Email

Email

Two-way email sync enables you to communicate with your customers without leaving your success platform.

Engagement

Engagement

Import chat details so that success managers have all communication in one place.

NPS

NPS

CoInclude Net Promoter Scores (NPS) to influence account health and trigger alerts.

Product Usage

API

API

Integrate with our Rest APIs to send existing product data

Javascript

Javascript

Use our Javascript library to capture data directly from your product

Analytics

Analytics

Already using Segment, Mixpanel or other analytics? We directly collect data from these services.

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