ChurnZero Integrations ​ Native integrations with the business applications you use

CRM

salesforce logo
netsuite logo
Salesforce.com
Can use to log into ChurnZero Yes
Account Data Read/write (Account)
Contact Data Read/write (Contact)
Custom Fields Read/write
Read Custom Tables Yes
Tasks/Activities Read/write
User Accounts Read (Users)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; authorizes (OAuth) via ChurnZero configuration page; ChurnZero integrates.
Notes Your Salesforce instance must support the Web Services API.
Hubspot
Can use to log into ChurnZero Yes
Account Data Read/write (Company)
Contact Data Read/write (Contact)
Custom Fields Read/write
Read Custom Tables Yes (Deals)
Tasks/Activities Read/write (Engagement)
User Accounts Read (Owner)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; authorizes access via ChurnZero configuration page; ChurnZero integrates.
Netsuite
Can use to log into ChurnZero Yes
Account Data Read/write (Customer)
Contact Data Read/write (Contact)
Custom Fields Read/write
Read Custom Tables Yes
Tasks/Activities Read/write (Task)
User Accounts Read (Employee)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; authorizes NetSuite via ChurnZero configuration page; ChurnZero integrates.
salesforce iq logo
zoho crm logo
 Pipedrive
Can use to log into ChurnZero No
Account Data Read/write (Organization)
Contact Data Read/write (Person)
Custom Fields Read/write
Read Custom Tables Yes (Deal, Note)
Tasks/Activities Read/write
User Accounts Read (User)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; authorizes Pipedrive via ChurnZero configuration page; ChurnZero integrates.
Salesforce IQ
Can use to log into ChurnZero No
Account Data Read/write (Customer)
Contact Data Read/write (Contact)
Custom Fields Read
Read Custom Tables Yes
Tasks/Activities none (not available via their API)
User Accounts none (not available via their API)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; customer shares Salesforce IQ API key and secret; ChurnZero integrates.
Zoho CRM
Can use to log into ChurnZero No
Account Data Read/write (Account)
Contact Data Read/write (Contact)
Custom Fields Read/write
Read Custom Tables Deal
Tasks/Activities Read/write
User Accounts Read (User)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; customer provides Zoho CRM token via ChurnZero configuration page; ChurnZero integrates.
cooper crm
close.io logo
freshsales
Copper (formerly ProsperWorks) 
Can use to log into ChurnZero Via Gmail
Account Data Read/write (Company)
Contact Data Read/write (People)
Custom Fields Read/write
Read Custom Tables Yes (Deal, Note)
Tasks/Activities Read/write (Tasks only)
User Accounts Read (User)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; provides ProsperWorks API Key and user email via ChurnZero configuration page; ChurnZero implements.
Close.io
Can use to log into ChurnZero No
Account Data Read/write (Lead)
Contact Data Read/write (Contact)
Custom Fields Read/write (Lead Only)
Read Custom Tables Yes (Opportunities)
Tasks/Activities Read/write (Lead Tasks)
User Accounts Read (User)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; provides Close.io API Key and user email via ChurnZero configuration page; ChurnZero implements.
Freshsales
Can use to log into ChurnZero No
Account Data Read/write (Sales Account)
Contact Data Read/write (Contact)
Custom Fields Read/write
Read Custom Tables Yes (Deals)
Tasks/Activities None (available in api but only for user that created the API key)
User Accounts Read (User)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; provides Freshsales Domain and API Key via ChurnZero configuration page; ChurnZero implements.
chargebee
Zendesk Sell logo
Chargebee
Can use to log into ChurnZero No
Account Data Read/write (Customer)
Contact Data Read (Contact)
Custom Fields Read/write (Customer only)
Read Custom Tables Yes (Invoices, Subscriptions)
Tasks/Activities Not available in Chargebee
User Accounts Not available in Chargebee
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; provides Chargebee Site and API Key via ChurnZero configuration page; ChurnZero implements.
Microsoft Dynamics
Can use to log into ChurnZero Yes via Microsoft
Account Data Read/write (Account)
Contact Data Read/write (Contact)
Custom Fields Read/write
Read Custom Tables Yes
Tasks/Activities Read/write (Tasks)
User Accounts Read (System Users)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Zendesk Sell (formerly Base)
Can use to log into ChurnZero No
Account Data Read/write (Company Contact)
Contact Data Read/write (Person Contact)
Custom Fields Read/write
Read Custom Tables Yes (Deals)
Tasks/Activities Read/write (Tasks)
User Accounts Read (User Accounts)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Teamwork CRM logo
Teamwork CRM
Can use to log into ChurnZero No
Account Data Read/write (Account)
Contact Data Read (Contact)
Custom Fields Read/write
Read Custom Tables Yes (Opportunities)
Tasks/Activities NA
User Accounts Read (User Accounts)
Sync frequency (default) Every 2 hours
Customer Responsibility Customer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Spiro
Can use to log into ChurnZero No
Account Data Read/write (Company)
Contact Data Read (Contact)
Custom Fields Read/write
Read Custom Tables Yes (Company Custom Objects, Contact Custom Objects, and Opportunities)
Tasks/Activities Read/write (Reminders)
User Accounts Read (User Accounts)
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.

Support / Ticketing​

help scout logo
salesforce service cloud logo
Zendesk
Read Tickets
Standard Fields Read
Custom Fields Read
Sync frequency (default) Every 15 minutes
Contact ID required Requester email address
Customer Responsibility Authorize via ChurnZero Zendesk setup page, ChurnZero configures.
HelpScout
Read Conversations
Standard Fields Read
Custom Fields Read
Sync frequency (default) Every 15 minutes
Contact ID required Contact field, email address
Customer Responsibility Customer shares Help Scout API key and secret, ChurnZero integrates.
Salesforce Service Cloud
Read Tickets
Standard Fields Read
Custom Fields Read
Sync frequency (default) Every 15 minutes
Contact ID required Contact field
Customer Responsibility Data accessed via Salesforce.com CRM integration.
salesforce desk logo
Jira Software
Read Issues
Standard Fields Read
Custom Fields Read
Sync frequency (default) Every 15 minutes
Contact ID required Account External ID as Jira Custom Field
Customer Responsibility Authorize via ChurnZero Jira setup page, ChurnZero configures with the given Jira Custom Field
Salesforce Desk
Read Tickets
Standard Fields Read
Custom Fields Read
Sync frequency (default) Every 15 minutes
Contact ID required Contact field
Customer Responsibility Data accessed via Salesforce.com CRM integration.
Teamwork Desk
Read Tickets
Standard Fields Read
Custom Fields Read
Sync frequency (default) Every 15 minutes
Contact ID required Requester email address
Customer Responsibility Authorize via ChurnZero Teamwork.com setup page, ChurnZero configures.
freshdeck
Zoho Desk
Read Tickets
Standard Fields Read
Custom Fields N/A
Sync frequency (default) Every 60 minutes
Contact ID required Contact field, email address
Customer Responsibility Authorize via ChurnZero Zoho Desk setup page, ChurnZero configures.
Notes Due to Zoho API restrictions, every sync is a full sync
Freshdesk
Read Tickets
Standard Fields Read
Custom Fields Read
Sync frequency (default) Every 15 minutes
Contact ID required Requester email address
Customer Responsibility Authorize via ChurnZero Freshdesk setup page, ChurnZero configures.
Jira Service Desk
Read Issues
Standard Fields Read
Custom Fields Not Available
Sync frequency (default) Every 15 minutes
Contact ID required Jira Org Id
Customer Responsibility Authorize via ChurnZero Jira Service Desk setup page, ChurnZero configures.
Hubspot Service Hub logo
Targetprocess
Read User Stories, Tasks
Standard Fields Read
Custom Fields Read
Sync frequency (default) Every 15 minutes
Contact ID required Account External ID as a custom field
Customer Responsibility Authorize via ChurnZero Targetprocess setup page, ChurnZero configures.
Notes  
Hubspot Service Hub
Read Tickets
Standard Fields Read
Custom Fields Read
Sync frequency (default) Every 15 minutes
Contact ID required Hubspot Company and Contact references
Customer Responsibility Authorize Hubspot for use as a CRM. ChurnZero will add the Tickets table.
Notes  

Usage

segment logo
mixpanel logo
Pendo logo
Segment
Standard Fields Read
Sync frequency (default) Webhooks means near real time
Customer Responsibility Customer sets up Webhook in Segment.
Mixpanel 
Standard Fields Read
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer shares Mixpanel API Secret, ChurnZero integrates.
Pendo
Standard Fields Read
Sync frequency (default) Every 20 minutes
Customer Responsibility Customer provides Integration Key via the Pendo setup page in ChurnZero, ChurnZero implements.
intercom logo
Intercom
Standard Fields Read
Sync frequency (default) Webhooks means near real time
Customer Responsibility Customer authorizes Intercom Events via ChurnZero.

Email

gmail logo
outlook office
Gmail
Read Emails / Conversations
Access Required Read Only
Custom Fields N/A
Sync frequency (default) Every 15 minutes
Contact ID required Contact email address
Customer Responsibility Authorize via ChurnZero User Account settings page.
Notes Requires use of Gmail by ChurnZero users. Includes ability to exclude specific Gmail labels.
Outlook (Office 365)
Read Emails / Conversations
Access Required Read Only
Custom Fields N/A
Sync frequency (default) Every 15 minutes
Contact ID required Contact email address
Customer Responsibility Authorize via ChurnZero User Account settings page.
Notes Requires use of Outlook (Office 365) by ChurnZero users. Includes ability to include only specific folders.

Chat

intercom logo
Intercom
Read Conversation Meta Data
Standard Fields Read
Custom Fields N/A via API
Sync frequency (default) Every 15 minutes
Contact ID required Requester email address
Customer Responsibility Authorize via ChurnZero Intercom setup page, ChurnZero configures.

Finance / Accounting​

quickbooks logo
chargebee
Quickbooks Online
Account Data Matches on name
Read Custom Tables Invoices, Payments
Sync frequency (default) Every 15 minutes
Notes Authorize Quickbooks Online via ChurnZero setup page. No Configuration needed for a basic setup.
Chargebee
Account Data Matches on AccountID (or Name)
Read Custom Tables Invoices, Subscriptions
Sync frequency (default) Every 15 minutes
Notes Customer fills out questionnaire; provides Chargebee Site and API Key via ChurnZero configuration page; ChurnZero implements.
Stripe
Account Data Matches on Stripe Customer ID
Read Custom Tables Invoices, Subscriptions, Payment Intents
Sync frequency (default) Every 4 Hours
Notes Provide subdomain, account name, and API Token via the ChurnZero configuration page; ChurnZero implements
SaaSoptics Logo
Recurly
Account Data Configurable (Account ID preferred)
Read Custom Tables Subscriptions
Sync frequency (default) Every 15 minutes
Notes Provide subdomain and API key via ChurnZero configuration page; ChurnZero implements.
SaaSOptics
Account Data Configurable (Account ID preferred)
Read Custom Tables Customer, Contract, Invoice
Sync frequency (default) Every 15 minutes
Notes Provide subdomain and API key via ChurnZero configuration page; ChurnZero implements.
Exact Online
Account Data Configurable (Account ID preferred)
Read Custom Tables Subscription, Sales Invoice
Sync frequency (default) Every 15 minutes
Notes Customer needs to setup an OAuth client in Exact Online and then provide ChurnZero with their Exact Online host, Client ID, and Client Secret.

NPS

ask nicely
Wootric Logo
AskNicely
Type Accounts
Account Data No
Contact Data Match on email
Read Custom Tables Yes (Subscription)
Sync frequency (default) Every 15 minutes
Customer Responsibility Authorize AskNicely via ChurnZero setup page.  No configuration needed for basic setup.
Wootric
Type Accounts
Account Data No
Contact Data Match on email
Read Custom Tables No
Sync frequency (default) Every 15 minutes
Customer Responsibility Authorize Wootric via ChurnZero setup page. No configuration needed for basic setup. By default an attempt is made to match on email address.

Single Sign On​

Google
Can use to log into ChurnZero Yes
Customer Responsibility No work required.
Microsoft Office365
Can use to log into ChurnZero Yes
Customer Responsibility No work required.
Okta
Can use to log into ChurnZero Yes
Customer Responsibility Add ChurnZero as a New Application in Okta with SignOn method of SAML 2.0
SAML
Can use to log into ChurnZero Yes
Customer Responsibility Your responsibility will depend on the SAML-compatible application you use. Please contact your CSM.

Other

Wrike Logo
ChartMogul
Integrate with Accounts Import (Customer)
Integrate with Contacts Import (Customer)
Data that is Integrated Subscription
Sync frequency (default) Every 15 minutes
Customer Responsibility Customer fills out questionnaire; provides ChartMogul Account Token and Secret Key via ChurnZero configuration page; ChurnZero implements.
Teamwork Projects
Integrate with Accounts Yes (matches on name)
Integrate with Contacts Yes (matches on email)
Sync frequency (default) Every 15 minutes
Customer Responsibility Authorize Teamwork Projects via ChurnZero setup page; ChurnZero configures.
Wrike
Integrate with Accounts Yes (matches on ID)
Integrate with Contacts No
Data that is Integrated Projects, Tasks
Sync frequency (default) Every 15 minutes
Customer Responsibility Authorize Wrike via ChurnZero setup page; provides instructions on how to map Project to Account; ChurnZero implements.
GoToWebinar
Integrate with Accounts No
Integrate with Contacts Yes (matches on email)
Data that is Integrated Webinars, Registrants, Attendees
Sync frequency (default) Daily
Customer Responsibility Authorize GoToWebinar via ChurnZero setup page; ChurnZero implements.