Chargify + Pipeliner CRM = Cash Flow in Your Customer Relationships

See a full view of all your customers’ orders, trends, payments, and credit card payments within Pipeliner CRM.

About Chargify

Chargify helps you manage the financial side of your business. Sign up customers, track orders, revenue trends, and payments. Manage recurring payments, affiliate payouts, and subscription credit card payments.

By combining Chargify with Pipeliner CRM, you have a complete solution for cash flow bliss. Your customer relationships are covered — from the financial side of the house to all of your sales operations. Who says accounting and sales can’t get along?

Chargify Subscription Details
Chargify Subscription as a Contact in Pipeliner CRM
Chargify Subscription Order Update in Pipeliner CRM

Key Features by Integrator

Pipeliner to Chargify Integration by Zapier

Zapier lets you connect apps together to help automate tedious tasks between two apps with Triggers, Searches and Actions. Read more...

Zap Triggers for Pipeliner:

Moved Opportunity, New Feed Message, New Lead, New Opportunity, New Appointment, New Contact, New Activity, New Account, New Customer, New Invoice, New Subscription.

Zap Searches for Pipeliner:

Zapier doesn’t have a search feature yet for Chargify but they are working on it.

Zap Actions for Pipeliner:

Update Opportunity, Create Account, Create Contact,  Create Opportunity,Create Feed Message, Create Lead, Update Account, Update Contact, Create Appointment,  Update Lead, Create Activity.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.

Pipeliner CRM Connected Apps