External Process Automation

External Process Automation

Automate Customer Success

Centrally automate your customer success processes across your favorite software tools including CRM, Email/Calendar, Marketing Automation, Customer service, etc. Build workflows inside Success4 that orchestrate across your external systems

You can easily create new External Process Automations from the admin panel. You can also integrate the External Process Automations with Playbook actions and automate the actions to enable tech touch customer success.

CRM

Integrate your favorite CRM software such as Salesforce, HubSpot, Zoho, Pipedrive, Outreach, etc. Send Information from Success4 to your CRM automatically.

Email/Calendar

Integrate your favorite email/calendar service to automatically send emails through EPA.

Playbook Action Integration

Integrate your EPAs with your Playbook actions to enable Tech touch customer success.

Custom Rest API

Create custom EPAs by integrating your favorite services using REST API EPA integration.