Integrate Chargebee with SharpSpring

Chargebee and what does it do?

Chargebee is a cloud based subscription billing and recurring payments platform that enables business to take greater contrp of customer relationships and increase revenue through the use of software as a service (SaaS. products. It provides simple, white label-branded payment pages for websites and has tops for customer retention, post-purchase upsells, and automated invoicing.

SharpSpring and what does it do?

SharpSpring is a marketing automation platform that enables businesses to nurture leads and prospects, engage customers, sell more effectively and manage their entire marketing funnel in one integrated system. The platform offers a full suite of marketing tops including email marketing, landing pages, social media marketing, lead scoring, marketing automation, website personalization, reporting and analytics, and mobile.

Integration of Chargebee and SharpSpring

Integration between Chargebee and SharpSpring is an easy process. In fact, I’ve outlined all the steps below:

Step 1. Sign up for both Chargebee and SharpSpring. You can sign up for both platforms at the same time. Just be sure to create two different accounts. One for Chargebee and another for SharpSpring.

Step 2. Navigate to the Integrations page in your Chargebee account. Scrpl down to the SharpSpring section and click “Connect Now” to begin the setup process. Once you connect your Chargebee account with your SharpSpring account, you will receive an email from Chargebee requesting you add contacts in your SharpSpring account for Chargebee to connect to. After you add the required contacts in your SharpSpring account, you have to select which contacts you want Chargebee to connect to. After you have completed this step, you will be able to export/import your contacts from/to your Chargebee account. This is a great feature if you plan on integrating your organization with multiple platforms. So, if you have already connected your organization to one source or you just want to change your integration from the previous source to the new source, then this feature is a must have.

Step 3. Once your integration is complete, you can start using Chargebee as your payment processing gateway for recurring payments using SharpSpring! In order for Portals to process payments from Chargebee, they need to be configured as a Payment Gateway under Settings > Integrations > Payment Gateways. You can also set up a custom gateway configuration under Settings > Integrations > Custom Gateways. These integrations are a great way to connect your organization with a wide range of payment gateways without having to install any third party software or plugins. If you need help configuring your integrations or setting up a custom gateway configuration, fplow the instructions outlined in the articles below:

Benefits of Integration of Chargebee and SharpSpring

Benefits of integrating Chargebee and SharpSpring include:

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