Manage your customers’ Chargify subscriptions, invoices and payments inside Freshsales.
This integration of your Chargify and Freshsales accounts enables you to view your customers’ subscription details inside Freshsales itself, without having to switch tabs.
With this integration, you can:
View subscriptions, invoices and payments of your leads or contacts or accounts from within Freshsales.
View and filter the data by subscription status
Get a summary of total paid and unpaid amounts for each lead, contact and Account.
View the active, inactive subscriptions for each lead, contact and Account
Get a view of the Chargify invoices within Freshsales itself, without leaving it.
To enable the integration,
Login as an Admin in your Freshsales account
Go to Admin settings>>Marketplace Apps>>Chargify 2
Click the “Add new account” button.
Enter your Freshsales domain name and API key, Chargify domain name and API key and Click “Proceed” button
Now, hit the “Save” button and you are good to go.