Chargify Integration with Revamp CRM
With Chargify’s Revamp CRM integration, you can automatically create and/or update Revamp CRM
records as Payments are added through Chargify. Keep your team informed, collaborate better and run workflows
Chargify Integration Details
Need to make sure you’re seeing the whole picture every time you check Revamp CRM? Set up this Chargify Revamp CRM integration and you’ll be able to bring in all that Chargify business automatically. Once it’s active, every new Chargify subscription will also create a new person on Revamp CRM for you, giving you the latest data at any given moment from then on.
How Chargify Integration works, when a new customer is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘Chargify’
- You can optionally create a dynamic segment for all contacts with ‘Chargify’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
What You Need
- Chargify account
- Revamp CRM account
- Chargify is Subscription Billing built for SaaS. Most vendors support your basic billing needs and so are Chargify. However, Elastic Billing goes beyond basic, supporting millions of complex scenarios and any business structure. Chargify empowers your entire team to quickly launch products, sign up customers, and manage subscriptions. Whether your business is a new startup or an established company that bills thousands of clients per month, Chargify can make it work for you.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.