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