Integrate Pendo with WHMCS

Appy Pie Connect allows you to automate multiple workflows between Pendo and WHMCS

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About Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

Want to explore Pendo + WHMCS quick connects for faster integration? Here’s our list of the best Pendo + WHMCS quick connects.

Explore quick connects

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Connect Pendo + WHMCS in easier way

It's easy to connect Pendo + WHMCS without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

  • Updated Invoice

    Trigger when invoice updated.

  • Actions
  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

How Pendo & WHMCS Integrations Work

  1. Step 1: Choose Pendo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick WHMCS as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Pendo to WHMCS.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pendo and WHMCS

This is an outline of an article about Pendo and WHMCS. The article will be about integration of the two softwares and how it helped to improve the functionality of both.

Introduction:

Pendo is a business application software specifically designed for Product managers, marketers, and salespeople. It allows users to share product information and insights of their products with each other and their customers using a dashboard.

Pendo

Pendo allows the users to gather insights about their products and their customers using various tops that allow them to track data on their interactions with the product. This information is then presented in a graphical form on the dashboard of the users. All this information is used to make strategic decisions on improving their product and services further for better customer satisfaction.

WHMCS

WHMCS is a billing and subscription management system available as a cloud-based or an on-premises spution. It provides website owners and service providers a way to bill their clients and manage customer subscriptions online. It also allows them to create and manage electronic invoices and accept payments from their clients.

Integration of Pendo and WHMCS

Pendo and WHMCS can be integrated so that both can be used together. In this case, Pendo will be used by the sales team to generate leads while the WHMCS is being used by IT team to take care of the billing and subscription management. Integration between Pendo and WHMCS is beneficial because it helps to keep track of all important information about a client in one place making it easy for sales, marketing, and IT team to cplaborate without a hitch.

Benefits of Integration of Pendo and WHMCS

The benefits of integration between Pendo and WHMCS are:

  • Sales team can have a clear picture of all important data about a client before they call the client. This helps them in making a more effective sales pitch when they finally do speak to clients over the phone.
  • Marketing team can use the data from the Pendo integration with WHMCS to create relevant marketing campaigns for clients at any time of their choosing. This will help in improving conversion rates in sales.
  • IT team can use a single application in both software instead of two separate ones in order to manage billing and subscriptions of clients. Since both apps are compatible with each other, there is no need for additional training for new employees.

We saw briefly about what Pendo is and what WHMCS is. We also saw how Pendo and WHMCS can be integrated together to work together seamlessly for improved productivity. Integration between Pendo and WHMCS can help businesses improve productivity among different departments like sales, marketing, and IT teams.

The process to integrate Pendo and WHMCS may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am