Integrate Chargify with LeadsBridge
Intro
Chargify is a payment gateway primarly used as a billing software for all of your Recurring Billing needs.
In this article, you'll learn how to connect your LeadsBridge account with Chargify.
Connect Chargify integration
Before you start
- Head over to the left sidebar and click on the Create new Bridge button
- Select your integrations in the selectors
- Click on the Continue button at the bottom right
Authorize Chargify integration
Setup your Chargify integration
- Click on Connect Chargify
- Click on Create new integration to connect your Chargify (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Chargify integration
- Fill URL, API Key field to connect Chargify with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Chargify and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Chargify is connected, you can continue with the set-up of your bridge
Configuration details for Chargify
How to get URL, API Key
Enter the URL of your account (https://sitename.chargify.com) and the API key
Which entity concepts we support for Chargify
With LeadsBridge you may use these entity concepts for Chargify.
Lead
A lead is a prospective consumer of a product or service, created when an individual or business shows interest and provides contact information.
Which segmentation concepts we support for Chargify
With LeadsBridge you may use these segmentation concepts for Chargify.
Product
Product Families provide a grouping for your Products that can be considered different "feature levels" or "plans" of the same service or offering. If you’re building a web app with different plans, in general, a Product Family will represent your app, and Products will represent your plans ( Learn more)Subscription
Subscriptions are central to Chargify. They tie your Customers to your Products and are responsible for billing and charging on your recurring intervals. ( Learn more)
Common questions for Chargify
Which are the segments supported?
With the Chargify integration, you will be able to connect with these lists and retrieve your contacts:
-All the customers of your Chargify account
-All the customers with at least 1 subscription
-All the customers with at least 1 annual subscription
-All the customers with at least 1 monthly subscription
-All the customers without subscription
-Each product of your Chargify account with at least 1 subscription (you will see category >> product name in the dropdown)
Do you need help?
Here some additional resources:
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button