ChurnZero is a real-time Customer Success solution that helps subscription businesses fight churn.
ChurnZero supports a very robust integration with Freshsales.
ChurnZero supports an integration with Freshsales to map Accounts, Contacts, Deals, and Owners in ChurnZero.
The ChurnZero <> Freshsales integration supports two types of syncing (routine syncing and full syncing) to ensure timely transfer of data between the two systems.
In order to connect your Freshsales instance to your ChurnZero instance, the following is required:
AccountExternalID must be in Freshsales. In order for ChurnZero to map together data from Freshsales with data from other sources - such as usage data from your product - you need an ID that identifies an account that is available in both your product AND in Freshsales. We call this the AccountExternalID. This ID can be whatever you would like (typically it's numeric or alphanumeric), though we do NOT recommend using the customer's name (as names are not unique in Freshsales).
ContactExternalID must be in Freshsales. In order for ChurnZero to map together data from Freshsales with data from other sources - such as usage data from your product - you need an ID that identifies a contact that is available in both your product AND in Freshsales. We call this the ContactExternalID. This ID can be whatever you would like but 99% of the time it's Email Address. Please note that it is NOT required that all your users are contacts in Freshsales; ChurnZero will match as we are able.
Complete the Freshsales Questionnaire from your Implementation Worksheet. You must have fully completed the Questionnaire and reviewed it with your Implementation Specialist and/or CSM. We will not begin work on your sync configuration until this worksheet is confirmed and all the necessary fields are available (and decently populated!) in Freshsales.
Authorize your Freshsales instance within ChurnZero. To authorize, log into your ChurnZero Production account, go to Admin > Freshsales Setup and follow the instructions. Confirm the authorization with your Implementation Specialist and/or CSM when you are done.