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.


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


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.


Voice of the Customer

Risk Management

Customer Expansion

Want to know how you can get started with External Process Automation?