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Subscriptions are now automatically synchronized between ClientSuccess and Salesforce

Subscriptions now sync automatically between ClientSuccess and Salesforce in real time, enabling automated workflows, custom reporting, and clean data.

Subscriptions are now automatically synchronized between ClientSuccess and Salesforce

Subscriptions are now automatically synchronized between ClientSuccess and Salesforce, in real time. Additionally, having your subscriptions inside of Salesforce provides convenient options for synchronizing with other data sets, automated workflows and custom reporting. A great example is having subscriptions automatically generated when an opportunity in Salesforce is marked "Closed Won."

Here are a few articles with more information and step-by-step instructions:

  • Overview of the Salesforce integration
  • Installing or upgrading the ClientSuccess for Salesforce app
  • Synchronizing Subscriptions with Salesforce
  • Generating subscriptions from opportunities

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ClientSuccess

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