Customer Success Cloud – PSA Connector

Customer Success Cloud – PSA Connector enables you to seamlessly create Customer Success Cloud records from PSA records and vice-versa.This means that you avoid entering duplicate data in the two systems.

Customer Success Cloud – PSA Connector enables you to create:

• Resource requests in PSA from playbooks in Customer Success Cloud.
• Resource records and playbook task assignments in Customer Success Cloud by assigning resources to resource requests in PSA.

You perform the actions manually from a record page or list view, but Customer Success Cloud – PSA Connector defaults as much information as possible, enabling you to reduce manual data entry and the time needed to perform everyday actions.