Integrations
ActiveCampaign Integration
Overview To create an ActiveCampaign integration within Client Sense there are a few necessary configuration steps to complete. Obtain your ActiveCampaign API key and URL Add the ActiveCampaign integration to Client Sense using the above details ...
HubSpot - Migrating from an API Key to a Private App Access Token
Outline HubSpot integrations configured in Client Sense using a HubSpot API key will need to be migrated to use a new token to continue functioning. Starting November 30, 2022, HubSpot API keys will no longer be able to be used as an authentication ...
Concep Integration
This article has moved to our new Knowledge Base here: https://knowledge.clientsense.com/concep-integration
Salesforce Integration
Overview To create a Salesforce integration within Client Sense the following items need to be prepared in Salesforce. You will need to be an Admin within Salesforce to complete the setup for these items. Integration specific Connected App Connected ...
Microsoft Dynamics 365 Integration
Overview To create a Microsoft Dynamics or Peppermint integration within Client Sense there are a few necessary configuration steps to complete. Configure an Azure application key Create an application user for the Dynamics environment using the ...
HubSpot Integration
This article has moved to our new Knowledge Base here: https://knowledge.clientsense.com/configuring-the-client-sense-/-hubspot-integration
What is my HubSpot base url?
Client Sense uses the HubSpot base url to build a deep link into a contact within HubSpot that matches an individual within Client Sense. Your hubspot base url can differentiate from the default depending on your region. To double check what it is ...
Mailchimp Integration
Mailchimp Integration The Mailchimp integration will sync list subscription information with Client Sense for any matching contacts The service will run nightly but you can force an update at any time by clicking Run now To enable Mailchimp ...