Manage your customers’ Zuora subscriptions, invoices and payments inside Freshsales.
The Konnectify integration between your Zuora and Freshsales accounts enables you to view your customers’ subscription details inside Freshsales itself, without having to switch tabs.
With this integration, you can:
1.View subscriptions, invoices and payments of your Leads, Contacts or Accounts from within Freshsales.
2.View and filter the data by subscription status and date range
3.Get a summary of total paid and unpaid amounts for each Lead, Contact and Account.
4.View the active, inactive subscriptions for each Lead, Contact and Account
5.Get a view of the Zuora invoices within Freshsales itself, without leaving it.
To enable the integration,
1.Login as an Admin in your Freshsales account
2.Go to Admin settings>>Marketplace Apps>>Zuora 2
3.Click the “Add new account” button.
4.Enter your Freshsales domain link and API key, Zuora domain link and API key
5.Choose the REST endpoint of your choice and Click “Proceed” button
6.Now, hit the “Save” button and you are good to go.