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 (Contact)
Read/write
Yes (Read/write)
Read/write
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 for Deals)
Read/write (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
Read (User)
Every 15 minutes
Customer fills out questionnaire; authorizes Pipedrive via ChurnZero configuration page; ChurnZero integrates.
Zoho
Read/write (Account)
Read/write (Contact)
Read/write
Deal
Read/write
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 (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.io
Read/write (Lead)
Read/write (Contact)
Read/write (Lead Only)
Yes (Opportunities)
Read/write (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.
Chargebee
Read/write (Customer)
Read (Contact)
Read/write (Customer only)
Yes (Invoices, Subscriptions)
Not available in Chargebee
Not available in Chargebee
Every 15 minutes
Customer fills out questionnaire; provides Chargebee Site and API Key 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
Microsoft Dynamics
Read/write (Account)
Read/write (Contact)
Read/write
Yes
Read/write (Tasks)
Read (System Users)
Every 15 minutes
Customer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
ZenDesk
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.
Teamwork CRM
Read/write (Account)
Read (Contact)
Read/write
Yes (Opportunities)
NA
Read (User Accounts)
Every 2 hours
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
Spiro
Read/write (Company)
Read (Contact)
Read/write
Yes (Company Custom Objects, Contact Custom Objects, and Opportunities)
Read/write (Reminders)
Read (User Accounts)
Every 15 minutes
Customer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Support / Ticketing
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
ZenDesk
Tickets
Read
Read
Every 15 minutes
Requester email address
Authorize via ChurnZero Zendesk setup page, ChurnZero configures.
ServiceNow
Cases
Read
Read
Every 15 minutes
Account External ID as a standard or custom field.
Authorize via ChurnZero ServiceNow setup page, ChurnZero configures.
Salesforce Service Cloud
Tickets
Read
Read
Every 15 minutes
Contact field
Data accessed via Salesforce.com CRM integration.
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
Jira
Issues
Read
Read
Every 15 minutes
Account External ID as Jira Custom Field
Authorize via ChurnZero Jira setup page, ChurnZero configures with the given Jira Custom Field
Salesforce Desk
Tickets
Read
Read
Every 15 minutes
Contact field
Data accessed via Salesforce.com CRM integration.
Teamwork
Tickets
Read
Read
Every 15 minutes
Requester email address
Authorize via ChurnZero Teamwork.com setup page, ChurnZero configures.
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
Notes
Zoho
Tickets
Read
N/A
Every 15 minutes
Contact field, email address
Authorize via ChurnZero Zoho Desk setup page, ChurnZero configures.
Due to Zoho API restrictions, every sync is a full sync
FreshDesk
Tickets
Read
Read
Every 15 minutes
Requester email address
Authorize via ChurnZero Freshdesk setup page, ChurnZero configures.
Jira Service Desk
Issues
Read
Not Available
Every 15 minutes
Jira Org Id
Authorize via ChurnZero Jira Service Desk setup page, ChurnZero configures.
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
targetprocess
User Stories, Tasks
Read
Read
Every 15 minutes
Account External ID as a custom field
Authorize via ChurnZero Targetprocess setup page, ChurnZero configures.
HubSpot
Tickets
Read
Read
Every 15 minutes
Hubspot Company and Contact references
Authorize Hubspot for use as a CRM. ChurnZero will add the Tickets table.
Help Scout
Conversations
Read
Read
Every 15 minutes
Contact field, email address
Customer shares Help Scout API key and secret, ChurnZero integrates.
Usage
Name
Standard Fields
Sync frequency (default)
Customer Responsibility
Segment
Read
Webhooks means near real time
Customer sets up Webhook in Segment.
Mix
Read
Every 15 minutes
Customer shares Mixpanel API Secret, ChurnZero integrates.
Pendo
Read
Every 20 minutes
Customer provides Integration Key via the Pendo setup page in ChurnZero, ChurnZero implements.
Standard Fields
Sync frequency (default)
Customer Responsibility
Read
Webhooks means near real time
Customer authorizes Intercom Events via ChurnZero.
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
GMail
Emails / Conversations
Read Only
N/A
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.
Outlook 365
Emails / Conversations
Read Only
N/A
Every 15 minutes
Contact email address
Authorize via ChurnZero User Account settings page.
Requires use of Outlook (Office 365) by ChurnZero users. Includes ability to include only specific folders.
Alerts
Name
Integration
Sync frequency (default)
IDs required
Customer Responsibility
Slack
ChurnZero Alerts pushed to Slack
Push, so real-time
Slack Bot Token and Slack user names
Admin ads Slack Bot Token. Individual ChurnZero users or admin enter their Slack username into their ChurnZero user profile
Microsoft Teams
ChurnZero Alerts pushed to Teams
Push, so real-time
Teams user names
Admin enables Teams integration. Individual ChurnZero users authorize and connect their Teams Account.
Chat
Name
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
Intercom
Conversation Meta Data
Read
N/A via API
Every 15 minutes
Requester email address
Authorize via ChurnZero Intercom setup page, ChurnZero configures.
LMS / Learning Management System
Name
Sync frequency (default)
Customer Responsibility
Notes
Absorb LMS
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. Enrollment data from Absorb learners are pushed from Absorb to ChurnZero, they are then attributed to Contacts that ChurnZero has connected with at Absorb
Skilljar
Webhooks means near real time
Customer authorizes in ChurnZero, ChurnZero then creates the Webhook Definition at Skilljar. ChurnZero then configures properties to send to Skilljar.
Contact information is pushed from ChurnZero to Skilljar. Events from Skilljar Students are pushed from Skilljar to ChurnZero, they are then attributed to Contacts that ChurnZero has connected with at Skilljar.
Northpass
The integration uses Webhooks from Northpass, so near real-time.
Customer authorizes in ChurnZero with their Northpass API Key and Webhook Shared Secret, ChurnZero then creates the Webhook Definition at Northpass. ChurnZero then configures properties to send to Northpass.
Contact information can be pushed from ChurnZero to Northpass. Events from Northpass learners are pushed from Northpass to ChurnZero, they are then attributed to Contacts that ChurnZero has connected with at Northpass
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.
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)
Notes
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 NPS
Accounts
No
Match on email
No
Every 15 minutes
Authorize Pendo NPS via ChurnZero setup page.
Single Sign On
Name
Can use to log into ChurnZero
Customer Responsibility
Google
Yes
No work required.
Microsoft Office 365
Yes
No work required.
Okta
Yes
Add ChurnZero as a New Application in Okta with SignOn method of SAML 2.0
Name
Can use to log into ChurnZero
Customer Responsibility
SAML
Yes
Your responsibility will depend on the SAML-compatible application you use. Please contact your CSM.
Microsift Azure
Yes
You are responsible for creating a non-gallery app for ChurnZero in Azure.
Other
Name
Integrate with Accounts
Integrate with Contacts
Data that is Integrated
Sync frequency (default)
Customer Responsibility
ChartMogul
Import (Customer)
Import (Customer)
Subscription
Every 15 minutes
Customer fills out questionnaire; provides ChartMogul Account Token and Secret Key via ChurnZero configuration page; ChurnZero implements.
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.
Integrate with Accounts
Integrate with Contacts
Data that is Integrated
Sync frequency (default)
Customer Responsibility
No
Yes (matches on email)
Webinars, Registrants, Attendees
Daily
Authorize GoToWebinar via ChurnZero setup page; ChurnZero implements.
Yes
No
Tasks, Subtasks
Once a day
Authorize Asana via ChurnZero setup page; ChurnZero implements.
Import Only
Import Only
Snowflake tables are configured as import only into ChurnZero tables (Accounts, Contacts, Activities, Events, Custom Tables)
Configurable by customer
Authorize Snowflake via ChurnZero setup page. Customer has ability to configure on their own.
Name
Integrate with Accounts
Integrate with Contacts
Data that is Integrated
Sync frequency (default)
Customer Responsibility
Amazon S3
Yes
Yes
Events, Activity, Custom Objects
Hourly
Authorize Amazon S3 buckets via ChurnZero setup page.
Higher Logic Vanilla
Yes
Yes
Posts in Vanilla, community actions, activity date, custom objects
Webhooks means near real time
Authorize Higher Logic Vanilla via ChurnZero setup page.