Turning your customers into recurring growth engine is now easier

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Now driving customer success becomes easier

CustomerSuccessBox integrates with Hubspot CRM to pull Customer, Deals and Contact data. Now you can create or update Accounts,Users and Subscriptions in CustomerSuccessBox easily

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Additional Features

Now Create and Manage accounts
Import or sync Closed-Won deals from HubSpot CRM to Subscriptions in CustomerSuccessBox
Get a full visibility of the customer
Full customer picture by syncing tasks and activity events created in HubSpot to CustomerSuccessBox.
Configure Risk alerts
Now configure risk alerts basis company properties and deals
Segment account in CustomerSuccessBox
Segment customers based on Company properties in Hubspot- deal size, Industry, role

Get a grip on Customer data.

  • Sync customer data from Hubspot with the data at CustomerSuccessBox to get  a centralised, 360-degree view of your customer. Your  Hubspot users can get data-driven insights to close deals.
  • Create Segments on basis of contact properties in Hubspot and trigger alerts for proactive intervention to deliver customer success.
  • Integration with Hubspot helps customers achieve desired outcomes and sales/ success teams an opportunity to upsell or cross-sell
Madhur Choudhury
Director Customer Success,
AisleLabs, Canada
“We chose CustomerSuccessBox because it solved our need for a single source of truth and it helped the success team at Aislelabs become proactive and efficient.”
“We chose CustomerSuccessBox because it solved our need for a single source of truth and it helped the success team at Aislelabs become proactive and efficient.”
- Madhur Choudhury
Director Customer Success,

Engage the right audience at the right time

  • Leverage customer data brought into CustomerSuccessBox from Hubspot integration to trigger playbook.
  • The customer behaviour data in Hubspot will help you make real time changes in customer journeys.
  • The customer data brought from Hubspot to CustomerSuccessBox will help to create consistent customer centric process and prescriptive call to actions

CustomerSuccessBox and Hubspot 2 -way integration will help you acheive Negative churn

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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.

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