Chargify & SaaSOptics are Becoming Maxio!

It is a new day for Chargify as we merge with SaaSOptics to become Maxio!! 

As we transition to our new combined brand over the coming months, you will notice updates to the look and feel of the Chargify application but rest assured - your overall experience will stay the same.

This is a momentous day for our team and it wouldn’t have been possible without the continued support of you, our customers. Thank you for trusting us with your subscription needs through the years and for joining us on the next leg of our journey. 

To learn more about the future of Chargify & SaaSOptics, see our press release >

Hubspot Integration Requirement Update

The Chargify and HubSpot two-way integration is now running on the latest Hubspot requirements of granular scopes. This has no impact on the functionality or how you will use the integration and is simply an update to adhere to Hubspots' latest requirements. 

For more information on the Chargify and Hubspot two-way integration, see our documentation >

Apply Coupons Directly in Hubspot

It is now possible to apply customer coupons directly in the Hubspot UI, allowing customer-facing teams greater flexibility and management options. This update to the Chargify Hubspot integration allows customer-facing teams to easily add or remove coupons and service credits without requiring access to Chargify, or leaving the interface they manage the rest of their customer activities in - Hubspot!

To learn more about the Chargify Hubspot two-way integration, see our documentation

Simplify Events-Based Billing Product Catalog Management with the New API Capabilities

In 2020, we launched Events-Based Billing, an out-of-the-box rating engine that makes it easy to offer multi-attribute pricing like the industry titans (Think: AWS, Twilio, Datadog). Now, we’re excited to announce API enhancements that simplify product catalog management for Events-Based Billing models!

The API updates enable you to programmatically:

This new capability enables you to quickly and easily implement multi-attribute, pay-as-you-go pricing models like the example below, resulting in lower customer acquisition costs and higher net dollar retention

Cloud Data Storage - GB of Data Transferred

For more information on Events-Based Billing, head to our documentation here >

New feature: Chargify + Airbyte: Connect Your Data for Billing and Analytics

Over the past 2 years, we released Events-Based Billing, an out-of-the-box rating engine for multi-attribute pricing, and Business Intelligence, a custom analytics suite for Chargify and third-party data. These products empower our customers to price like the industry titans (Think: Snowflake, Twilio, Datadog) and make data-driven business decisions.

Now, we’re thrilled to announce that streaming data to Chargify from your product database and favorite SaaS applications just got a whole lot easier! Airbyte.io, a no-code data integration platform, offers hundreds of source connectors that allow you to quickly and easily sync your data to Chargify. 

See this new capability in action by watching the 6-minute video below and learn how to easily deploy highly-tailored pricing models used by fast growing companies like Snowflake and AWS. 

For more information on the Airbyte integration, head to our documentation here >

Zapier Connector Enhancements Early Access

Integrating Chagify with thousands of the most popular applications is made possible through our Zapier Connector. Many of our customers today leverage Zapier to automate workflows with no code required, so your teams can focus on getting the most important work done. 

We are excited to announce that we have new supported actions that have similar behavior when updating a subscription using the Zapier Connector. Those new triggers are:

  • expires_at
  • next_billing_at
  • Quantity Based Components 

These additional attributes will allow for further customization with your Zaps to enable streamlined operational processes. This is in early access stages, so anyone interested should contact their CSM or our support team (support@chargify.com) for an invitation to our 1.0.4 Zapier Connector. It will become generally available In the coming weeks. 

For more information on our Zapier Connector, see Zapier's App Documentation>

HubSpot Custom Deal Pipelines

Last week we announced that our native HubSpot integration is now listed on the HubSpot App Marketplace. For your customer-facing teams (Sales, Customer Success, Marketing and Support), this integration creates a whirlwind of efficiencies by providing them the features and functionality to easily manage subscriptions and gain insights from your Chargify data all within the tool they know the most: HubSpot. 

For sales managers who are using more than the 'Sales' pipeline in HubSpot, we understand that Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Our Product Team continues to enhance this integration to better serve your use cases and today we are excited to announce that we have extended the functionality to your HubSpot Custom Deal Pipelines.

Interested in integrating your Chargify and HubSpot environments today? Head on over to the HubSpot App Marketplace to download and install, or turn on via the configuration wizard within Chargify's 'Integrations' page. Need some help? Reach out to your CSM or contact us at support@chargify.com

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

Salesforce CPQ Wizard

An integrated tech stack built with your Salesforce CRM can provide a customized experience to your clients and prospects. The Chargify + Salesforce integration is a flexible one-stop-shop for your customer-facing teams to effectively serve your current and future client base.

New to our native integration is the ability to use Chargify's product catalog to add line items to a Salesforce Quote. When creating a quote in Salesforce, you can now use Chargify's wizard to create subscriptions that will be added to the quote. 

This new functionality allows users to create multiple subscriptions on a quote with products, components, and coupons. Once the deal is won, the subscription(s) will be created in Chargify. 

For more information on how to setup the CPQ wizard, see our documentation here>

Chargify Now Available in HubSpot's App Marketplace

We are very excited to announce that Chargify is now listed on the HubSpot App MarketplaceThe listing provides another method for easily integrating HubSpot and Chargify. 

Updated in real-time, this bi-directional sync between Chargify and HubSpot is a game changer for those looking to gain efficiencies for their customer-facing teams while simultaneously breaking down data silos. Integrating your Chargify and HubSpot environment allows you to leverage all of your rich billing data in one application, bringing together sales, customer success, support and marketing teams. 

Many of our customers today are realizing the value of integrating their HubSpot and Chargify environments, as use cases span further than billing, finance, and accounting. Your sales team can easily sell, upgrade, downgrade and manage subscriptions through deals or quotes. Your customer success and support teams will have visibility to the wide array of billing data so they can seamlessly provide top-notice service to your customers quickly. Furthermore, your marketing team will reap benefits from having your billing data synced over to HubSpot where they can easily identify insightful growth churn trends that can drive data-based marketing campaigns.

Interested in integrating your Chargify and HubSpot environments today? Head on over to the HubSpot App Marketplace to download and install, or turn on via the configuration wizard within Chargify's 'Integrations' page. Need some help? Reach out to your CSM or contact us at support@chargify.com

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

Timeline Events on Contact and Deal Records in HubSpot

Managing subscriptions requires you to keep a pulse on your customer base to quickly react to events, especially failed payments. We all know that payments can fail due to expired cards or even outdated billable contacts causing missed refunds or invoicing errors. 

For our customers who are currently integrating their HubSpot environment, we are excited to announce that Timeline Events can now be viewed in the Contact or Deal record. This added visibility will enable your customer-facing teams to stay in the know of customer events, which can also help mitigate failed revenue mishaps during the subscription lifecycle.

The following Events are now shown through our native HubSpot integration: 

  • Invoice Issued
  • Payment Success
  • Payment Failure
  • Subscription State Change
  • Subscription Product Change
  • Expiring Card
  • Component Allocation Change
  • Upgrade/Downgrade Success
  • Upgrade/Downgrade Failure
  • Refund Success
  • Refund Failure
These events can be configured to streamline your revenue operations, support, and client services experience. 

Interested in integrating your HubSpot environment with Chargify? Contact your Customer Success Manager or support@chargify.com today!

For more information on Timeline Events in our HubSpot integration, see our documentation here>

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