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?
Key Features by Integrator
Pipeliner to Chargify Integration by Zapier
Pipeliner Integration by Zapier
Zapier lets you connect apps together to help automate tedious tasks between two apps with Triggers, Searches and Actions. Read more...
Chargify-Pipeliner Integration by Zapier
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 Integration by Zapier
Zapier lets you connect apps together to help automate tedious tasks between two apps with Triggers, Searches and Actions. Whenever the trigger event happens, Zapier will automatically make the action event happen for you. Triggers watch for events in your apps, then kick off a sequence of Searches and Actions. Searches look up existing data, and Actions create new items.
Integrated Using
