ChurnZero Integrations ​ Native integrations with the business applications you use

CRM

salesforce logo
netsuite logo
Salesforce.com
Can use to log into ChurnZeroYes
Account DataRead/write (Account)
Contact DataRead/write (Contact)
Custom FieldsRead/write
Read Custom TablesYes
Tasks/ActivitiesRead/write
User AccountsRead (Users)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; authorizes (OAuth) via ChurnZero configuration page; ChurnZero integrates.
NotesYour Salesforce instance must support the Web Services API.
Hubspot
Can use to log into ChurnZeroYes
Account DataRead/write (Company)
Contact DataRead/write (Contact)
Custom FieldsRead/write
Read Custom TablesYes (Deals)
Tasks/ActivitiesRead/write (Engagement)
User AccountsRead (Owner)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; authorizes access via ChurnZero configuration page; ChurnZero integrates.
Netsuite
Can use to log into ChurnZeroYes
Account DataRead/write (Customer)
Contact DataRead/write (Contact)
Custom FieldsRead/write
Read Custom TablesYes
Tasks/ActivitiesRead/write (Task)
User AccountsRead (Employee)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; authorizes NetSuite via ChurnZero configuration page; ChurnZero integrates.
salesforce iq logo
zoho crm logo
 Pipedrive
Can use to log into ChurnZeroNo
Account DataRead/write (Organization)
Contact DataRead/write (Person)
Custom FieldsRead/write
Read Custom TablesYes (Deal, Note)
Tasks/ActivitiesRead/write
User AccountsRead (User)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; authorizes Pipedrive via ChurnZero configuration page; ChurnZero integrates.
Salesforce IQ
Can use to log into ChurnZeroNo
Account DataRead/write (Customer)
Contact DataRead/write (Contact)
Custom FieldsRead
Read Custom TablesYes
Tasks/Activitiesnone (not available via their API)
User Accountsnone (not available via their API)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; customer shares Salesforce IQ API key and secret; ChurnZero integrates.
Zoho CRM
Can use to log into ChurnZeroNo
Account DataRead/write (Account)
Contact DataRead/write (Contact)
Custom FieldsRead/write
Read Custom TablesDeal
Tasks/ActivitiesRead/write
User AccountsRead (User)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer 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 ChurnZeroVia Gmail
Account DataRead/write (Company)
Contact DataRead/write (People)
Custom FieldsRead/write
Read Custom TablesYes (Deal, Note)
Tasks/ActivitiesRead/write (Tasks only)
User AccountsRead (User)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; provides ProsperWorks API Key and user email via ChurnZero configuration page; ChurnZero implements.
Close.io
Can use to log into ChurnZeroNo
Account DataRead/write (Lead)
Contact DataRead/write (Contact)
Custom FieldsRead/write (Lead Only)
Read Custom TablesYes (Opportunities)
Tasks/ActivitiesRead/write (Lead Tasks)
User AccountsRead (User)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; provides Close.io API Key and user email via ChurnZero configuration page; ChurnZero implements.
Freshsales
Can use to log into ChurnZeroNo
Account DataRead/write (Sales Account)
Contact DataRead/write (Contact)
Custom FieldsRead/write
Read Custom TablesYes (Deals)
Tasks/ActivitiesNone (available in api but only for user that created the API key)
User AccountsRead (User)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer 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 ChurnZeroNo
Account DataRead/write (Customer)
Contact DataRead (Contact)
Custom FieldsRead/write (Customer only)
Read Custom TablesYes (Invoices, Subscriptions)
Tasks/ActivitiesNot available in Chargebee
User AccountsNot available in Chargebee
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; provides Chargebee Site and API Key via ChurnZero configuration page; ChurnZero implements.
Microsoft Dynamics
Can use to log into ChurnZeroYes via Microsoft
Account DataRead/write (Account)
Contact DataRead/write (Contact)
Custom FieldsRead/write
Read Custom TablesYes
Tasks/ActivitiesRead/write (Tasks)
User AccountsRead (System Users)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Zendesk Sell (formerly Base)
Can use to log into ChurnZeroNo
Account DataRead/write (Company Contact)
Contact DataRead/write (Person Contact)
Custom FieldsRead/write
Read Custom TablesYes (Deals)
Tasks/ActivitiesRead/write (Tasks)
User AccountsRead (User Accounts)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Teamwork CRM logo
Teamwork CRM
Can use to log into ChurnZeroNo
Account DataRead/write (Account)
Contact DataRead (Contact)
Custom FieldsRead/write
Read Custom TablesYes (Opportunities)
Tasks/ActivitiesNA
User AccountsRead (User Accounts)
Sync frequency (default)Every 2 hours
Customer ResponsibilityCustomer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.
Spiro
Can use to log into ChurnZeroNo
Account DataRead/write (Company)
Contact DataRead (Contact)
Custom FieldsRead/write
Read Custom TablesYes (Company Custom Objects, Contact Custom Objects, and Opportunities)
Tasks/ActivitiesRead/write (Reminders)
User AccountsRead (User Accounts)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; authorizes via ChurnZero setup page; ChurnZero implements.

Support / Ticketing​

salesforce service cloud logo
Zendesk
ReadTickets
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredRequester email address
Customer ResponsibilityAuthorize via ChurnZero Zendesk setup page, ChurnZero configures.
ServiceNow
ReadCases
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredAccount External ID as a standard or custom field.
Customer ResponsibilityAuthorize via ChurnZero ServiceNow setup page, ChurnZero configures.
Salesforce Service Cloud
ReadTickets
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredContact field
Customer ResponsibilityData accessed via Salesforce.com CRM integration.
salesforce desk logo
Jira Software
ReadIssues
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredAccount External ID as Jira Custom Field
Customer ResponsibilityAuthorize via ChurnZero Jira setup page, ChurnZero configures with the given Jira Custom Field
Salesforce Desk
ReadTickets
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredContact field
Customer ResponsibilityData accessed via Salesforce.com CRM integration.
Teamwork Desk
ReadTickets
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredRequester email address
Customer ResponsibilityAuthorize via ChurnZero Teamwork.com setup page, ChurnZero configures.
freshdeck
Zoho Desk
ReadTickets
Standard FieldsRead
Custom FieldsN/A
Sync frequency (default)Every 60 minutes
Contact ID requiredContact field, email address
Customer ResponsibilityAuthorize via ChurnZero Zoho Desk setup page, ChurnZero configures.
NotesDue to Zoho API restrictions, every sync is a full sync
Freshdesk
ReadTickets
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredRequester email address
Customer ResponsibilityAuthorize via ChurnZero Freshdesk setup page, ChurnZero configures.
Jira Service Desk
ReadIssues
Standard FieldsRead
Custom FieldsNot Available
Sync frequency (default)Every 15 minutes
Contact ID requiredJira Org Id
Customer ResponsibilityAuthorize via ChurnZero Jira Service Desk setup page, ChurnZero configures.
Hubspot Service Hub logo
help scout logo
Targetprocess
ReadUser Stories, Tasks
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredAccount External ID as a custom field
Customer ResponsibilityAuthorize via ChurnZero Targetprocess setup page, ChurnZero configures.
Notes 
Hubspot Service Hub
ReadTickets
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredHubspot Company and Contact references
Customer ResponsibilityAuthorize Hubspot for use as a CRM. ChurnZero will add the Tickets table.
Notes 
HelpScout
ReadConversations
Standard FieldsRead
Custom FieldsRead
Sync frequency (default)Every 15 minutes
Contact ID requiredContact field, email address
Customer ResponsibilityCustomer shares Help Scout API key and secret, ChurnZero integrates.

Usage

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

Email

gmail logo
outlook office
Gmail
ReadEmails / Conversations
Access RequiredRead Only
Custom FieldsN/A
Sync frequency (default)Every 15 minutes
Contact ID requiredContact email address
Customer ResponsibilityAuthorize via ChurnZero User Account settings page.
NotesRequires use of Gmail by ChurnZero users. Includes ability to exclude specific Gmail labels.
Outlook (Office 365)
ReadEmails / Conversations
Access RequiredRead Only
Custom FieldsN/A
Sync frequency (default)Every 15 minutes
Contact ID requiredContact email address
Customer ResponsibilityAuthorize via ChurnZero User Account settings page.
NotesRequires use of Outlook (Office 365) by ChurnZero users. Includes ability to include only specific folders.

Alerts

slack logo
Slack
IntegrationChurnZero Alerts pushed to Slack
Sync frequency (default)Push, so real-time
IDs requiredSlack Bot Token and Slack user names
Customer ResponsibilityAdmin ads Slack Bot Token. Individual ChurnZero users or admin enter their Slack username into their ChurnZero user profile
Teams
IntegrationChurnZero Alerts pushed to Teams
Sync frequency (default)Push, so real-time
IDs requiredTeams user names
Customer ResponsibilityAdmin enables Teams integration. Individual ChurnZero users authorize and connect their Teams Account.

Chat

intercom logo
Intercom
ReadConversation Meta Data
Standard FieldsRead
Custom FieldsN/A via API
Sync frequency (default)Every 15 minutes
Contact ID requiredRequester email address
Customer ResponsibilityAuthorize via ChurnZero Intercom setup page, ChurnZero configures.

LMS / Learning Management System

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

Finance / Accounting​

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

NPS

ask nicely
Wootric Logo
AskNicely
TypeAccounts
Account DataNo
Contact DataMatch on email
Read Custom TablesYes (Subscription)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityAuthorize AskNicely via ChurnZero setup page.  No configuration needed for basic setup.
Wootric
TypeAccounts
Account DataNo
Contact DataMatch on email
Read Custom TablesNo
Sync frequency (default)Every 15 minutes
Customer ResponsibilityAuthorize 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 ChurnZeroYes
Customer ResponsibilityNo work required.
Microsoft Office365
Can use to log into ChurnZeroYes
Customer ResponsibilityNo work required.
Okta
Can use to log into ChurnZeroYes
Customer ResponsibilityAdd ChurnZero as a New Application in Okta with SignOn method of SAML 2.0
SAML
Can use to log into ChurnZeroYes
Customer ResponsibilityYour responsibility will depend on the SAML-compatible application you use. Please contact your CSM.

Other

Wrike Logo
ChartMogul
Integrate with AccountsImport (Customer)
Integrate with ContactsImport (Customer)
Data that is IntegratedSubscription
Sync frequency (default)Every 15 minutes
Customer ResponsibilityCustomer fills out questionnaire; provides ChartMogul Account Token and Secret Key via ChurnZero configuration page; ChurnZero implements.
Teamwork Projects
Integrate with AccountsYes (matches on name)
Integrate with ContactsYes (matches on email)
Sync frequency (default)Every 15 minutes
Customer ResponsibilityAuthorize Teamwork Projects via ChurnZero setup page; ChurnZero configures.
Wrike
Integrate with AccountsYes (matches on ID)
Integrate with ContactsNo
Data that is IntegratedProjects, Tasks
Sync frequency (default)Every 15 minutes
Customer ResponsibilityAuthorize Wrike via ChurnZero setup page; provides instructions on how to map Project to Account; ChurnZero implements.
GoToWebinar
Integrate with AccountsNo
Integrate with ContactsYes (matches on email)
Data that is IntegratedWebinars, Registrants, Attendees
Sync frequency (default)Daily
Customer ResponsibilityAuthorize GoToWebinar via ChurnZero setup page; ChurnZero implements.
Asana
Integrate with AccountsYes
Integrate with ContactsNo
Data that is IntegratedTasks, Subtasks
Sync frequency (default)Once a day
Customer Responsibility

Authorize Asana via ChurnZero setup page; ChurnZero implements.