Manage your customers’ Zuora subscriptions, invoices and payments inside Freshworks CRM.
The Konnectify integration between your Zuora 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:
1.View subscriptions, invoices and payments of your contacts or Accounts from within Freshworks CRM.
2.View and filter the data by subscription status
3.Get a summary of total paid and unpaid amounts for each Contact and Account.
4.View the active, inactive subscriptions for each Contact and Account
5.Get a view of the Zuora invoices within Freshworks CRM itself, without leaving it.
To enable the integration,
1.Login as an Admin in your Freshworks CRM account
2.Go to Admin settings>>Marketplace Apps>>Zuora 2
3.Click the “Add new account” button.
4.Enter your Freshworks CRM 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.