Sync all your meetings with the customer in click

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The ultimate = CustomerSuccessBox + Google Calendar integration

Sync your Google calendar with CustomerSuccessBox. You can fetch all the customer meetings on CSM calendar and can log into Account Logs section of CustomerSuccessBox. Get to know the last touch point of the customer . View every meeting logs in timeline or search for specific meeting logs to get a view on the Relationship health of the customer"

See Integration in action

Delivering Customer Success becomes easy

All customer meeting logs in one place
The 2 way sync between CustomerSuccessBox and Google Calendar allows you to sync all your customer meeting ln one place
View Relationship Health
Set up risk score and track relationship health based on the interactions that have taken place
Configure Risk alerts
Get timely alerts when there has been no meeting with the customer over a period
Get all meeting details in one place
Search for specific meeting logs on the basis of Event title, event type, description.

No Manual effort. Log all meetings automatically

  • Sync all meetings with customers through the 2-way integration. Get all meeting logs without having to manually log the meeting. View all meetings in timeline for better visibility
  • Get visibility of your customers right where you work by getting to know all the attendees of the meeting, or details on any specific meeting or last touch point right within the CustomerSuccessBox platform
  • Get to view  all the meetings  that has taken place so far  with  specific users, accounts with timelines  right within the platform. No more dependency on your team mate

View all your past meetings and set up risk score

  • Get all past meeting details with customers to know the relationship health
  • Set up risk- scores based on the relationship health and set up alerts in case its below a threshold level
  • Based on the risk alerts, Set up tasks for CSM to schedule meetings to know the customer sentiments

Built in Actionability with Google Calendar and CustomerSuccessBox Integration

See Customer Success platform in Action



What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Ready to integrate with CustomerSuccessBox

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