Pipedrive integration with ClientSuccess
How to Add new Pipedrive organizations as new ClientSuccess clients
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Pipedrive organizations as new ClientSuccess clients" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ClientSuccess integrations
ClientSuccess actions
Nekton can use any feature that is available in ClientSuccess API.
Using our advanced AI, you can easily create custom automations for ClientSuccess.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact within a client.
Create Engagement Interaction
Creates a new engagement interaction on a client.
Create Subscription
Creates a new subscription.
Find Client by External ID
Finds an existing client in your account by external ID.
Find Contact
Finds an existing contact in your account.
Find Contact
Find a contact by email. Optionally, create one if none are found.
About ClientSuccess
ClientSuccess is customer success platform that helps retain and grow existing customer bases.