ChurnZero Integrations

Native integrations with the business applications you use

CRM


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.

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.
Notes
Custom Objects have read-only integration

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.
Notes

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
Account Data
Contact Data
Custom Fields
Read Custom Tables
Tasks/Activities
User Accounts
Sync frequency (default)
Customer Responsibility
Account Data
Contact Data
Custom Fields
Read Custom Tables
Tasks/Activities
User Accounts
Sync frequency (default)
Customer Responsibility

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


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.

Read
Cases
Standard Fields
Read
Custom Fields
Read
Sync frequency (default)
Every 15 minutes
Contact ID required
Account External ID as a standard or custom field.
Customer Responsibility
Authorize via ChurnZero ServiceNow setup page, ChurnZero configures.

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.

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

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.

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.

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

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.
Notes

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.
Notes

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.

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.

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.

Usage


Standard Fields
Read
Sync frequency (default)
Webhooks means near real time
Customer Responsibility
Customer sets up Webhook in Segment.

Standard Fields
Read
Sync frequency (default)
Every 15 minutes
Customer Responsibility
Customer shares Mixpanel API Secret, ChurnZero integrates.

Standard Fields
Read
Sync frequency (default)
Every 20 minutes
Customer Responsibility
Customer provides Integration Key via the Pendo setup page in ChurnZero, ChurnZero implements.

Standard Fields
Read
Sync frequency (default)
Webhooks means near real time
Customer Responsibility
Customer authorizes Intercom Events via ChurnZero.
Standard Fields
Sync frequency (default)
Customer Responsibility
Standard Fields
Sync frequency (default)
Customer Responsibility

Email


Read
Emails / Conversations
Standard Fields
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.
Requires use of Gmail by ChurnZero users. Includes ability to exclude specific Gmail labels.

Read
Emails / Conversations
Standard Fields
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.
Requires use of Outlook (Office 365) by ChurnZero users. Includes ability to include only specific folders.
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility

Alerts


Integration
ChurnZero Alerts pushed to Slack
Sync frequency (default)
Push, so real-time
IDs required
Slack Bot Token and Slack user names
Customer Responsibility
Admin ads Slack Bot Token. Individual ChurnZero users or admin enter their Slack username into their ChurnZero user profile

Integration
ChurnZero Alerts pushed to Teams
Sync frequency (default)
Push, so real-time
IDs required
Teams user names
Customer Responsibility
Admin enables Teams integration. Individual ChurnZero users authorize and connect their Teams Account.
Integration
Sync frequency (default)
IDs required
Customer Responsibility

Chat


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.
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility
Read
Standard Fields
Custom Fields
Sync frequency (default)
Contact ID required
Customer Responsibility

LMS / Learning Management System


Sync frequency (default)
Webhooks means near real time
Customer Responsibility
Customer authorizes in ChurnZero, ChurnZero the creates the Webhook Definition at Skilljar. ChurnZero then configures properties to send to Skilljar.
Notes
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.
Sync frequency (default)
Customer Responsibility
Notes
Sync frequency (default)
Customer Responsibility
Notes

Finance / Accounting


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.

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.

Account Data
Matches on Stripe Customer ID
Read Custom Tables
Customers, Invoices, Subscriptions, Subscriptions Items, Charges
Sync frequency (default)
Every 4 Hours
Notes
Provide subdomain, account name, and API Token via the ChurnZero configuration page; ChurnZero implements

Account Data
Configurable (Account ID preferred)
Read Custom Tables
Account, Invoice, Subscription, Line item, Transaction
Sync frequency (default)
Every 15 minutes
Notes
Provide subdomain and API key via ChurnZero configuration page; ChurnZero implements.

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.

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.

Account Data
Configurable (Account ID preferred)
Read Custom Tables
Yes (Subscription, Component)
Sync frequency (default)
Every 15 minutes
Notes
Provide subdomain and API key via ChurnZero configuration page; ChurnZero implements.
Account Data
Read Custom Tables
Sync frequency (default)
Notes
Account Data
Read Custom Tables
Sync frequency (default)
Notes

NPS


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.

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.
Type
Account Data
Contact Data
Read Custom Tables
Sync frequency (default)
Customer Responsibility

Single Sign On


Can use to log into ChurnZero
Yes
Customer Responsibility
No work required.

Can use to log into ChurnZero
Yes
Customer Responsibility
No work required.

Can use to log into ChurnZero
Yes
Customer Responsibility
Add ChurnZero as a New Application in Okta with SignOn method of SAML 2.0

Can use to log into ChurnZero
Yes
Customer Responsibility
Your responsibility will depend on the SAML-compatible application you use. Please contact your CSM.
Can use to log into ChurnZero
Customer Responsibility
Can use to log into ChurnZero
Customer Responsibility

Other


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.

Integrate with Accounts
Yes (matches on name)
Integrate with Contacts
Yes (matches on email)
Data that is Integrated
Tasks, Milestones, Projects
Sync frequency (default)
Every 15 minutes
Customer Responsibility
Authorize Teamwork Projects via ChurnZero setup page; ChurnZero configures.

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.

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.

Integrate with Accounts
Yes
Integrate with Contacts
No
Data that is Integrated
Tasks, Subtasks
Sync frequency (default)
Once a day
Customer Responsibility
Authorize Asana via ChurnZero setup page; ChurnZero implements.
Integrate with Accounts
Integrate with Contacts
Data that is Integrated
Sync frequency (default)
Customer Responsibility