Want to boost your support team's productivity by leaps and bounds? Then this plugin is for you. With the Chargebee plugin, your support agents can view the complete subscription details of a customer in the support ticket.
The Chargebee-Freshdesk Plugin, your Support Agents will be able to view the Customer’s subscription details from Chargebee right inside Freshdesk.
The plugin is based on the Requester Email in Freshdesk and matches it with the Customer’s email in Chargebee, to pull up their subscription information right next to the ticket (no coding/configuration required).
What information can I view in the Plugin?
- Subscription ID
- Subscription Plan & Status
- Payment Method that customer uses to pay you
- Total Unpaid Amount (total outstanding amount/sum of unpaid invoices)
- Timeline of the Subscription Lifecycle
You can also navigate directly to the Customer Details page in Chargebee with just one click.
Step 1: Sign up with Chargebee (If you already have an account, skip this step)
Step 2: Click "Install"
Step 3: You'll be able to see the Chargebee widget on the ticket details page in Freshdesk with the following information:
Request to log in to your Chargebee account (if you are not already logged in to Chargebee), or
Subscription details of the corresponding requestor (if you are already logged in to Chargebee)