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.Solutions
Voice of the Customer
Risk Management
Customer Expansion
Want to know how you can get started with External Process Automation?
