We are excited to announce the beta version of our updated SFDC to Chargify integration (Version 3). This initial update is part of an overall SFDC integration enhancement project, which is occurring over the next few months. In this release, we've decoupled the Salesforce Opportunity record from the Chargify Subscription record for more flexibility in managing each and to better support the way you do business. You can create new subscriptions and update existing subscriptions with new opportunities in SFDC. This release is also easy to configure while providing an array of data synchronization configuration options between Salesforce Account, Contact, and Opportunity Records and Chargify Customer, Product Catalog, Subscription, and Transaction records.
Our goal is to provide you with a seamless billing experience by ensuring your teams have the right information, at the right time, in the right systems. As we continue to invest in our out of the box Salesforce integration, we would like to hear from you! If you have feedback or use cases that you would like to see supported, please contact your Customer Success Manager.
Learn more about our SFDC integration >