HubSpot Integration Available in Beta

We are excited to announce that our nextgen Hubspot integration is now in beta! Integrating Chargify and Hubspot seamlessly connects your CRM and subscription billing operations to streamline your revenue generation processes.

The integration synchronizes date bi-directionally, so your catalog, customer, subscriptions, and deal management records are always in sync. Users are able to use Hubspot as they do today with the added benefit of automatically creating subscriptions in Chargify. The line items for building deals in Hubspot are synchronized from the Chargify product catalog for easy use in deals, quotes, and winning new customers.

If you are interested in the integration, please email us at support@chargify.com or contact your Chargify Customer Success Manager. 

Enhanced UI for Customer and Organization Field Displays

Having options for detailing your customer records enables you to align the information in Chargify with how you manage your business. We know from our own customers, that some manage their business relationships on an individual contact level, while others manage via the organization level. 

Chargify now differentiates your customers as an organization or an individual contact. If you have populated the organization field for any customer, this information is now prominently displayed in many locations, including: 
  • Subscription Index
  • Subscription Record
  • Customer Index
  • Customer Record
If you do not use the Organization field in Chargify, the contact on the customer record will continue to be displayed. For more information on these changes, see our documentation here>

Salesforce Integration Syncing Options on Trial Accounts

The Chargify to Salesforce integration is becoming even more flexible thanks to feedback from our customers over the last few months on data flow enhancements. There is now the option to not sync over trialing accounts from Chargify. If selected, this will allow your subscriptions to flow over to Salesforce after the trial period, when it is active and paid. 

Our goal is to build the Salesforce integration as flexible as possible to accommodate various business and operating models, so you can sync your data that best fits your needs. If you are currently not using the Salesforce integration and are interested, get in touch with your customer success manager today. 

For more information on the synchronization controls of the Salesforce Integration, see our documentation here>

New UNIPaaS Integration

Chargify has partnered with UNIPaaS to bring our merchants a unique gateway catered to Marketplaces & Digital Platforms. This new integration provides streamlined onboarding, global processing, and dynamic payout solutions to our merchants. 

Dynamic payouts are an exciting feature that is in high demand, now more than ever. Receive funds within minutes of clearing, rather than working to conventional banking timescales. Dynamically schedule funds and keep your customers happy.

Additionally, when you connect to UNIPaaS you are provided a Merchant Portal with real-time monitoring to more effectively manage transactions, financial reporting, and gain insights on users and statistics. 

Contact your Customer Success Manager or Chargify Support to enable this new gateway. For more information on our UNIPaaS integration, see our documentation here>

Subscription Groups in Salesforce

Our latest Salesforce integration (v3) is continually being enhanced to parody the functionality in Chargify that is used by your sales & support teams, preventing them to swivel between two systems to serve your customers' needs. The latest update to our Salesforce integration now utilizes Chargify’s Subscription Groups. When creating a subscription you can now select if the subscription should be billed individually or in a consolidated invoice with other subscriptions. 

For more information on our latest integration with Salesforce, see our documentation here>

Subscription Preview in Salesforce

Sales processes often involve multiple rounds of back and forth with customers before agreeing on a final set of products, services, and prices. To make this process as quick and simple as possible for your prospect and sales team, the Chargify to Salesforce integration offers Subscription Previews. 

The subscription preview serves as just that - a preview of what is being purchased. This preview can act like a quote and be sent to your prospect or customer so they can directly see the products and services, quantities and prices being discussed. This preview can be updated as many times as needed as you move through negotiations. Once the opportunity is Closed Won in Salesforce, the subscription is automatically created in Chargify.

For more information on our Salesforce integration, see our documentation here>

Salesforce Coupon Creator

Your sales team now have the ability to create coupon / discounts directly in Salesforce!  This added functionality will give your sales team the ability to create coupons on the fly, without having to interface with the Chargify application. Any coupons created in Salesforce, will automatically be synced back to Chargify. 

Additionally, your Customer Success team can also benefit from this added feature, by creating discounts for your customers to help with potential churn. 

For more information on creating a coupon in Salesforce, see our documentation here>

Enhanced Finance Report Now in General Availability

The new version of the Finance Report is now live and is available for users. We have made several enhancements to the layout of the new report for added detail and clarity. The new report provides:

  • Sales broken out by component type
  • Credits broken out by credit type
  • Net Payments by subtracting Refunds from Payments
  • An ‘In Collections’ subcategory of Expected Payments for subscriptions that have failed Dunning but have open invoices
  • Access to the old layout at the bottom of the page for easy comparison between versions

For more information on the Finance Report, see our documentation here>


Account Updater with BlueSnap

Credit Cards numbers change all the time, regardless of the reason (ie. expiry dates), these updates impact your ability to successfully bill on time. Last month we announced the launch of BlueSnap, a payment gateway specializing in global payments. As this integration continues to expand to meet our customers' needs, we are excited to announce that the Account Updater feature has been added. 

The Account Updater from BlueSnap enables card information changes (such as expiration data changes, account number changes, account closures, and more) to be conveniently and automatically updated, reducing failed payments and the need to contact each customer directly. 

With Account Updater, you can maintain customer satisfaction of customer service due to non-payment while minimizing costs associated with collections and manual account updates. The BlueSnap Account Updater service is supported for American Express, Discover, Mastercard and Visa cards. 

For more information on the BlueSnap integration, see our documentation here >


NetSuite Integration Enhancements

To make sure you continue to have the data you need where you need it most, we continue to make investments in our NetSuite integration. These enhancements include moving onto the latest released NetSuite API (20.1), enabling several functionality enhancements to streamline your business processes. 

Our latest enhancements include the ability to use custom forms in addition to the out-of-the-box forms for creating sales orders. You can also now choose the specific bank account and specific AR accounts used by the integration when recording refunds. 

In addition, NetSuite Payment Instrument functionality is now available. These latest enhancements add specific granularity and control as you sync data back and forth between NetSuite and Chargify. 

For more information on our Chargify to NetSuite integration, see our documentation here >

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