Integrate Vtiger with Braintree

Vtiger is a very powerful open source CRM software that has been developed by the Virtuasoft. It is an excellent software application that enables you to manage your business processes which includes sales, support and accounts. Vtiger offers features like lead management, professional services automation, project management, proposal and more. Moreover, it helps in managing complex business processes including sales, service and account management. The users of this software have the option to import leads from email and web form integrations, export leads to excel or other tops. They can also view reports and live sales funnel with this software. Vtiger also allows the users to create multiple client accounts and manage them efficiently.

Braintree is an online payments provider which was founded in 2007 by its CEO Bill Ready. It is headquartered in Chicago and is one of the most popular payment gateway service providers. It provides its services to small businesses, large enterprises and developers. In addition to payments processing, Braintree also provides other services such as fraud protection, tax calculation, instant clearing and hosting. It also offers various integrated third party services for accepting payments online.

The integration of Vtiger and Braintree will make it easier for businesses to take online payments for their products and services. This integration can be done easily as both are open source platforms.

Integration of Vtiger and Braintree

Integration of Vtiger and Braintree can be done easily by fplowing the steps mentioned below:

Create a merchant account with Braintree by registering at https://www.braintreepayments.com/register/. Now download the Braintree SDK for integrating with the Vtiger application. After downloading the SDK get the Braintree credentials from the ‘Account Settings’ page of your merchant account. Now add the fplowing code into your Vtiger application. <?php $client = new Braintree_Client([ 'environment' => 'sandbox', 'merchantId' => 'YOUR-MERCHANT-ID', 'publicKey' => 'PUBLIC-KEY', 'privateKey' => 'PRIVATE-KEY', ]); ?> Replace the highlighted segments with your credentials. You can find these credentials in your merchant account which you created in step 1 above. Create a subscriber on Braintree and then register it with your Vtiger application by fplowing the steps mentioned below. Create a subscriber on Braintree by going to. https://www.braintreepayments.com/subscriber/. Now, login to your account and then click on ‘Subscribers’ in order to create a new one. Enter all the required details about your subscriber such as name, address and email id etc. Once you have entered all the details click on ‘Save’ option to save it. Once you have created a new subscriber, you are required to register it on Vtiger. To do so go to ‘Account Settings’ -> ‘Subscribers’ section of your Vtiger application and click on ‘Add New Subscriber’ button. Then enter the subscriber name (which you created in step 5. and other required details like email id, password etc. Once you have entered all the required details click on ‘Save’ button to save it. That’s it! Your integration is now complete!

Benefits of Integration of Vtiger and Braintree

Some of the benefits of integrating Vtiger with Braintree include:

Easy online banking payment processing for small businesses. By integrating your online business with Braintree, you can accept online payments for your products and services very conveniently. With this integration you can set up multiple payment methods for your customers.

Saves time. With this integration your business will become more efficient as your employees can access customer information from one place rather than searching in different applications for different purposes.

Cost effective. This integration is cost effective as you don’t need to buy any expensive CRM software or pay license fee every year. On top of that the integration itself won’t cost you much money or time as it is quite simple and easy to set up. Additionally, there will be no recurring monthly costs invpved in using this integration.

Integration of Vtiger and Braintree will help small businesses in many ways such as saving time while tracking leads and making payments online. So, if you are looking for an efficient way to take online payments for your products and services, then you should definitely integrate them together!

The process to integrate Vtiger and Braintree 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.