Chargify + Salesforce
Add Salesforce leads for new customers on Chargify
A new customer isn't only current business—it's the potential for more. Keep your sales pipeline at optimum efficiency by activating this Chargify-Salesforce integration. From that point on, any new customer added on Chargify will also add a lead on Salesforce, keeping your opportunities at your fingertips for your best chance at success.
A new customer isn't only current business—it's the potential for more. Keep your sales pipeline at optimum efficiency by activating this Chargify-Salesforce integration. From that point on, any new customer added on Chargify will also add a lead on Salesforce, keeping your opportunities at your fingertips for your best chance at success.
- When this happens...New Customer
Triggers when a customer is added.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Customer
Triggers when a customer is added.
Try ItNew Subscription
Triggers when a new subscription is created.
Try ItUpdated Subscription
Triggers when a subscription is updated.
Try ItFirst Name
Last Name
EmailRequired
Cc Emails
Organization
Reference
Address
Address 2
City
State
Zip
Country
Phone
New Invoice
Triggers when a new invoice is created.
Try ItEvent TriggerRequired
Try ItType of discountRequired
Product FamilyRequired
NameRequired
CodeRequired
DescriptionRequired
Allow Negative Balance
Recurring
End Date
Stackable
Compounding Strategy
Restricted Products
Restricted Components
ProductRequired
NameRequired
Handle
Price In CentsRequired
IntervalRequired
Interval UnitRequired
Trial Price In Cents
Trial Interval
Trial Interval Unit
Trial Type
Initial Charge In Cents
Initial Charge After Trial
Expiration Interval
Expiration Interval Unit
