ChurnZero Integrations
Native integrations with the business applications you use.
Calendar
Name
Integration summary
Read
Sync frequency
Customer responsibility
Google Calendar
Scheduled calendar events are created as ChurnZero meetings
Calendar and Calendar Events
Every 15 minutes
Authorized via ChurnZero individually by each user using OAuth
Outlook Calendar
Scheduled calendar events are created as ChurnZero meetings
Calendar and Calendar Events
Every 15 minutes
Requires Microsoft 365 subscription. Authorized via ChurnZero individually by each user using OAuth
Collaboration
Name
Integration
Sync frequency (default)
IDs required
Customer Responsibility
Slack
ChurnZero Alerts pushed to Slack
Real time via push from ChurnZero to Slack
Slack Bot Token and Slack user names
Admin adds Slack Bot Token. Individual ChurnZero users or admin enter their Slack username into their ChurnZero user profile
Microsoft Teams
ChurnZero Alerts pushed to Teams
Real time via push from ChurnZero to Teams
Teams user names
Admin enables Teams integration. Individual ChurnZero users authorize and connect their Teams Account.
CRM
Name
Account Data
Contact Data
Custom Fields
Read Custom Tables
Tasks/Activities
User Accounts
Sync frequency (default)
Customer Responsibility
Notes
Salesforce
Read/write (Account)
Read/write/create (Contact)
Read/write
Read/write/create
Read/write/create
Read (Users)
Every 15 minutes
Customer fills out questionnaire; authorizes (OAuth) via ChurnZero configuration page; ChurnZero integrates.
Your Salesforce instance must support the Web Services API.
HubSpot
Read/write (Company)
Read/write (Contact)
Read/write
Yes (Read/write/create for Deals)
Read/write/create (Engagement)
Read (Owner)
Every 15 minutes
Customer fills out questionnaire; authorizes access via ChurnZero configuration page; ChurnZero integrates.
Deal and Notes have read/write integration | Deal line items, Tickets, and Calls have a read-only integration.
NetSuite
Read/write (Customer)
Read/write (Contact)
Read/write
Yes
Read/write (Task)
Read (Employee)
Every 15 minutes
Customer fills out questionnaire; authorizes NetSuite via ChurnZero configuration page; ChurnZero integrates.
Name
Account Data
Contact Data
Custom Fields
Read Custom Tables
Tasks/Activities
User Accounts
Sync frequency (default)
Customer Responsibility
Pipedrive
Read/write (Organization)
Read/write (Person)
Read/write
Yes (Deal, Note)
Read/write/create
Read (User)
Every 15 minutes
Customer fills out questionnaire; authorizes Pipedrive via ChurnZero configuration page; ChurnZero integrates.
Zoho CRM
Read/write (Account)
Read/write (Contact)
Read/write
Deal
Read/write/create
Read (User)
Every 15 minutes
Customer fills out questionnaire; customer provides Zoho CRM token via ChurnZero configuration page; ChurnZero integrates.
Copper
Read/write (Company)
Read/write (People)
Read/write
Yes (Deal, Note)
Read/write/create (Tasks only)
Read (User)
Every 15 minutes
Customer fills out questionnaire; provides ProsperWorks API Key and user email via ChurnZero configuration page; ChurnZero implements.
Name
Account Data
Contact Data
Custom Fields
Read Custom Tables
Tasks/Activities
User Accounts
Sync frequency (default)
Customer Responsibility
Close
Read/write (Lead)
Read/write (Contact)
Read/write (Lead Only)
Yes (Opportunities)
Read/write/create (Lead Tasks)
Read (User)
Every 15 minutes
Customer fills out questionnaire; provides Close.io API Key and user email via ChurnZero configuration page; ChurnZero implements.
Freshsales
Read/write (Sales Account)
Read/write (Contact)
Read/write
Yes (Deals)
None (available in API but only for user that created the API key)
Read (User)
Every 15 minutes
Customer fills out questionnaire; provides Freshsales Domain and API Key via ChurnZero configuration page; ChurnZero implements.
Spiro
Read/write (Company)
Read (Contact)
Read/write
Yes (Company Custom Objects, Contact Custom Objects, and Opportunities)
Read/write/create (Reminders)
Read (User Accounts)
Every 15 minutes
Customer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Name
Account Data
Contact Data
Custom Fields
Read Custom Tables
Tasks/Activities
User Accounts
Sync frequency (default)
Customer Responsibility
Microsoft Dynamics 365
Read/write (Account)
Read/write (Contact)
Read/write
Read/write/create
Read/write/create (Tasks)
Read (System Users)
Every 15 minutes
Customer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Zendesk Sell
Read/write (Company Contact)
Read/write (Person Contact)
Read/write
Yes (Deals)
Read/write (Tasks)
Read (User Accounts)
Every 15 minutes
Customer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Customer Enablement
Name
Synced objects
Sync frequency (default)
Customer Responsibility
Notes
Absorb LMS
Course enrollments and completions, Learning path enrollments and completions
Every 15 minutes
Customer authorizes in ChurnZero with Host, API Private Key, Client ID and Client Secret.
Contact information can be pushed from ChurnZero to Absorb as Learners. Learner enrollment and completion data is pushed from Absorb to ChurnZero, attributed to ChurnZero contacts, and is visible in Custom Tables.
Skilljar
Course enrollments, course completions, and quiz results
Near real-time via webhooks
Customer authorizes in ChurnZero, ChurnZero the creates the Webhook Definition in Skilljar. ChurnZero then configures properties to send to Skilljar.
Contact information can be pushed from ChurnZero to Skilljar to provision Students in Skilljar. Course and quiz data from Skilljar Students are pushed from Skilljar to ChurnZero, attributed to Contacts in ChurnZero, and visible in Custom Tables.
Northpass
Course enrollments, course completions, and quiz results
Near real-time via webhooks
Customer authorizes in ChurnZero with their Northpass API Key and Webhook Shared Secret, ChurnZero the creates the Webhook Definition in Northpass. ChurnZero then configures properties to send to Northpass.
Contact information can be pushed from ChurnZero to Northpass to provision Learners in Northpass. Course and quiz data from Northpass learners are pushed from Northpass to ChurnZero, attributed to Contacts in ChurnZero, and visible in Custom Tables.
Name
Sync frequency (default)
Customer Responsibility
Notes
Higher Logic Vanilla
Real-time via webhooks
Authorize by Vanilla admin with Personal Access token
Customer activity within your community is synced into ChurnZero, attributed to ChurnZero contacts, and visible in Custom Tables.
Data Warehouse
Name
Synced objects
Sync direction
Sync frequency (default)
Customer Responsibility
Amazon S3
Accounts, Contacts, Events, Activity, Custom Objects
Import to ChurnZero only
Hourly
Authorize Amazon S3 buckets via ChurnZero setup page.
Snowflake
Accounts, Contacts, Activities, Events, Custom Objects
Import to ChurnZero only
Configurable by customer
Authorize Snowflake via ChurnZero setup page. Customer has ability to configure on their own.
Google BigQuery
Accounts, Contacts, Activities, Events, Custom Objects
Import to ChurnZero only
Configurable by customer
Authorize BigQuery via ChurnZero setup page. Customer has ability to configure on their own.
Name
Read
Standard Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
Notes
Gmail
Emails / Conversations
Read Only
Every 15 minutes
Contact email address
Authorize via ChurnZero User Account settings page.
Requires use of Gmail by ChurnZero users. Includes ability to exclude specific Gmail labels. Allows the ability to send ChurnZero-generated messages from the authorized Gmail account.
Outlook
Emails / Conversations
Read Only
Every 15 minutes
Contact email address
Authorize via ChurnZero User Account settings page.
Requires use of Outlook (Microsoft 365) by ChurnZero users. Includes ability to include only specific folders. Allows the ability to send ChurnZero-generated messages from the authorized Outlook account.
Finance / Accounting
Name
Account Data
Read Custom Tables
Sync frequency (default)
Notes
QuickBooks
Matches on name
Invoices, Payments
Every 15 minutes
Authorize Quickbooks Online via ChurnZero setup page. No Configuration needed for a basic setup.
Chargebee
Matches on AccountID (or Name)
Invoices, Subscriptions
Every 15 minutes
Customer fills out questionnaire; provides Chargebee Site and API Key via ChurnZero configuration page; ChurnZero implements.
Stripe
Matches on Stripe Customer ID
Customers, Invoices, Subscriptions, Subscriptions Items, Charges
Every 30 minutes
Provide subdomain, account name, and API Token via the ChurnZero configuration page; ChurnZero implements
Name
Account Data
Read Custom Tables
Sync frequency (default)
Notes
Recurly
Configurable (Account ID preferred)
Account, Invoice, Subscription, Line item, Transaction
Every 15 minutes
Provide subdomain and API key via ChurnZero configuration page; ChurnZero implements.
ChartMogul
Import (Customer)
Subscription, Component
Every 15 minutes
Customer fills out questionnaire; provides ChartMogul Account Token and Secret Key via ChurnZero configuration page; ChurnZero implements.
Exact
Configurable (Account ID preferred)
Subscription, Sales Invoice
Every 15 minutes
Customer needs to setup an OAuth client in Exact Online and then provide ChurnZero with their Exact Online host, Client ID, and Client Secret.
Name
Account Data
Read Custom Tables
Sync frequency (default)
Customer responsibility
Maxio Core, formerly SaaSOptics
Configurable (Account ID preferred)
Customer, Contract, Invoice
Every 15 minutes
Provide subdomain and API key via ChurnZero configuration page; ChurnZero implements.
Maxio, formerly Chargify
Configurable (Account ID preferred)
Subscriptions, Components
Every 15 minutes
Provide subdomain and API key via ChurnZero configuration page; ChurnZero implements.
Knowledge Sources
Name
Integration summary
Read
Sync frequency (default)
Customer responsibility
Zendesk Guide
Sync a curated collection of Zendesk articles that provide ChurnZero Agents with additional product knowledge for specific outputs.
Articles
Every 60 minutes
Customer authorizes Zendesk connection via OAuth
Confluence
Sync a curated collection of Confluence pages that provide ChurnZero Agents with additional product and business knowledge for specific outputs.
Pages
Every 60 minutes
Customer authorizes Confluence connection with API Key and Token
Microsoft SharePoint
Sync a curated collection of SharePoint site pages that can be used to provide ChurnZero Agents with additional product and business context.
Sites, Pages
Every 60 minutes
Customer authorizes SharePoint connection via OAuth
Name
Integration summary
Read
Sync frequency (default)
Customer Responsibility
Intercom Knowledge Hub
Sync a curated collection of internal and external articles that can be used to provide ChurnZero Agents with additional product and business context.
Internal Articles, External Articles
Every 60 minutes
Customer authorizes connection with Intercom Knowledge via OAuth within ChurnZero
Notion
Sync a curated collection of pages that can be used to provide ChurnZero Agents with additional product and business context.
Pages, Databases
Every 60 minutes
Customer authorizes Notion connection via OAuth within ChurnZero
Meeting / Call Recording
Name
Integration Summary
Read
Sync Frequency
Customer Responsibility
Gong
Recorded Gong calls are created as ChurnZero meetings
Participants, Meeting Summaries, Recordings, Action Items, and Transcripts
Every 15 minutes
Authorize via ChurnZero by Gong Technical Admin
Chorus
Recorded Chorus calls are created as ChurnZero meetings
Participants, Meeting Summaries, Recordings, Action Items, and Transcripts
Every 15 minutes
Authorize with API token provided by Chorus
Zoom Meetings
Recorded Zoom Meetings are created as ChurnZero meetings
Participants, Meeting Summaries, Recordings, Action Items, and Transcripts
Every 15 minutes
Authorize via ChurnZero by Zoom Admin
Name
Integraton Summary
Read
Sync frequency
Customer Responsibility
Microsoft Teams
Recorded Microsoft Teams Meetings are created as ChurnZero meetings
Copilot-generated Meeting Summaries, Participants, Transcripts
Every 15 minutes
Authorize via ChurnZero by Teams admin. Once authorized, each Teams user authorizes individually via ChurnZero using OAuth. Additional scopes must be approved by your organization's Outlook admin.
NPS
Name
Type
Account Data
Contact Data
Read Custom Tables
Sync frequency (default)
Customer Responsibility
AskNicely
Accounts
No
Match on email
Yes (Subscription)
Every 15 minutes
Authorize AskNicely via ChurnZero setup page. No configuration needed for basic setup.
Wootric
Accounts
No
Match on email
No
Every 15 minutes
Authorize Wootric via ChurnZero setup page. No configuration needed for basic setup. By default an attempt is made to match on email address.
Pendo
Accounts
No
Match on email
No
Every 15 minutes
Authorize Pendo NPS via ChurnZero setup page.
Project Management
Name
Integrate with Accounts
Integrate with Contacts
Synced objects (Read only)
Sync frequency (default)
Customer responsibility
Teamwork Projects
Yes (matches on name)
Yes (matches on email)
Tasks, Milestones, Projects
Every 15 minutes
Authorize Teamwork Projects via ChurnZero setup page; ChurnZero configures.
Wrike
Yes (matches on ID)
No
Projects, Tasks
Every 15 minutes
Authorize Wrike via ChurnZero setup page; provides instructions on how to map Project to Account; ChurnZero implements.
Asana
Yes
No
Tasks, Subtasks
Once a day
Authorize Asana via ChurnZero setup page; ChurnZero implements.
Name
Integrate with Accounts
Integrate with Contacts
Synced objects (Read-only)
Sync frequency (default)
Customer responsibility
Targetprocess
Yes
Yes (matches on email)
User Stories, Tasks
Every 15 minutes
Authorize via ChurnZero Targetprocess setup page, ChurnZero configures.
Reporting
Name
Integration Summary
Customer Responsibility
Excel
Schedule data from segments to be pushed to an Excel 365 sheet automatically
Authorize via ChurnZero User Account settings page using OAuth
Google Sheets
Schedule data from segments to be pushed to an Google Sheet automatically
Authorize via ChurnZero User Account settings page using OAuth
Single Sign On
Name
Can use to log into ChurnZero
Customer Responsibility
Google
Yes
No work required.
Microsoft
Yes
No work required.
SAML
Yes
Your responsibility will depend on the SAML-compatible application you use. Please contact your CSM.
Support / Ticketing
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
Zendesk
Tickets, Organizations
Read
Read
Every 15 minutes
Requester email address
Authorize via ChurnZero Zendesk setup page, ChurnZero configures.
Salesforce Service Cloud
Tickets
Read
Read
Every 15 minutes
Contact field
Data accessed via Salesforce.com CRM integration.
HubSpot Service Hub
Tickets
Read
Read
Every 15 minutes
HubSpot Company and Contact references
Authorize HubSpot for use as a CRM. ChurnZero will add Tickets table.
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
Freshdesk
Tickets
Read
Read
Every 15 minutes
Requester email address
Authorize via ChurnZero Freshdesk setup page, ChurnZero configures.
Help Scout
Conversations
Read
Read
Every 15 minutes
Contact field, email address
Customer shares Help Scout API Key and secret, ChurnZero configures.
Intercom
Conversations, Tickets
Read
N/A via API
Every 15 minutes
Requester email address
Authorize via ChurnZero Intercom setup page, ChurnZero configures.
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
Notes
Jira Software
Issues
Read
Read
Every 15 minutes
Account External ID as Jira custom field
Authorize via ChurnZero Jira setup page, ChurnZero configures.
Jira Service Management
Issues
Read
Not available
Every 15 minutes
Jira Org ID
Authorize via ChurnZero Jira Service Desk setup page, ChurnZero configures.
Zoho Desk
Tickets
Read
N/A
Every 15 minutes
Contact field, email address
Authorize via ChurnZero Zoho Desk setup page, ChurnZero configures.
Due to Zoho API limitations, every sync is a full sync.
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
ServiceNow
Cases
Read
Read
Every 15 minutes
Account External ID as standard or custom field
Authorize via ChurnZero ServiceNow setup page; ChurnZero configures.
Teamwork Desk
Tickets
Read
Read
Every 15 minutes
Requester email address
Authorize via ChurnZero Teamwork.com setup page, ChurnZero configures.
Usage
Name
Synced objects (Read only)
Sync frequency (default)
Customer Responsibility
Segment
Mapping can be configured to use Group, Identify and/or Track calls from Segment
Near real time via webhooks
Customer sets up Webhook in Segment.
Mixpanel
Event properties, User properties
Every 15 minutes
Customer shares Mixpanel Service Account Credentials, ChurnZero integrates.
Pendo
Account, visitor, page events, feature events, track events
Every 20 minutes
Customer provides Integration Key via the Pendo setup page in ChurnZero, ChurnZero implements.
Name
Standard Fields
Sync frequency (default)
Customer Responsibility
Intercom
Track events
Near real time via webhooks
Customer authorizes Intercom Events via ChurnZero.
Video / Webinar
Name
Integrate with Accounts
Integrate with Contacts
Data that is Integrated
Sync frequency (default)
Customer Responsibility
GoTo Webinar
No
Yes (matches on email)
Webinars, Registrants, Attendees
Daily
Authorize GoToWebinar via ChurnZero setup page; ChurnZero implements.
Synthesia
Videos generated in Synthesia are supported when creating emails and In App messages within ChurnZero
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