Manage Chargify Subscriptions, Invoices and payments inside Freshsales
The Freshsales-Chargify integration gives sales reps invoice related data where it's needed most - inside Freshsales. Setting up the integration takes only a minute. You'll then be able to manage your invoices within Freshsales.
The Freshsales - Chargify integration enables users to:
View subscriptions, invoices, and payments of your Leads/Contacts from within Freshsales.
Get a summary of total paid and unpaid amount for each Lead/Contact/Account.
Get a summary of active/inactive subscriptions for each Lead/Contact/Account.
Search for Chargify invoice without having to leave Freshsales.
The Freshsales-Chargify integration, for example, helps sales reps get context about unpaid invoices right from within Freshsales before they get on a call with customers and eliminates the need to switch between the CRM and Chargify.
1) Click on Install on the Chargify App
2) Enter your API Access Key ID and API Secret Access Key. More details on how you can get them - https://help.chargify.com/integrations/api-keys-chargify-direct.html
3) Click Save
Please note that only an Administrator of Freshsales can set up this integration.