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Integrations

​Pulse Notifications

ProfitWell Pulse sends you updates on customers' key activities directly to your inbox. Below is how you can integrate ProfitWell with your personal email. Choose "Pulse" under Account Settings.. You…

Updated 2 years ago by Regina Ye

ProfitWell API

If you are not using one of our supported integrations, you can still use ProfitWell to generate your financial metrics. You can manually input user subscriptions one at a time via the Customers tab…

Updated 3 years ago by Neel Desai

Braintree oAuth Error

Unfortunately, Braintree’s OAuth system is only offered in the US. Not to worry, there’s another way we can get you hooked up. You will have to create a ProfitWell specific-user (we recommend naming…

Updated 3 years ago by Neel Desai

Slack Notifications

ProfitWell Pulse allows you to push your customers' key activities directly into your existing workflows. Below is how you can integrate ProfitWell with Slack. Navigate to account settings, found on…

Updated 2 years ago by Neel Desai

Setting up Zuora API-only User

We have a way for you to connect your Zuora account to ProfitWell without needing to use the Connect app — and in fact, this is the preferred method for the time being, as the Connect marketplace has…

Updated 3 years ago by Neel Desai

Manual Upload for Custom Traits

At the moment, only manually added customers can have trait data added/removed directly on their customer profile. Head over to a customer profile and click on the "EDIT DETAILS" dropdown. Select "Ed…

Updated 1 year ago by Allissa Chan

Stripe Integration: using Stripe as a billing system/subscription management solution

If you use Stripe to handle your payments, then you can use ProfitWell. There are 2 types of use cases in general: For Stripe as a payment gateway , you are using Stripe to accept payments, but you m…

Updated 6 months ago by Hannah Wei

Connecting Chargify to your ProfitWell Account

Connecting your Chargify account to ProfitWell is super easy. Log into ProfitWell and navigate to the integrations tab. Select Chargify. Navigate over to settings. Add in your Site URL and API Key as…

Updated 3 months ago by Neel Desai

Connecting Recurly to your ProfitWell Account

Connecting your Recurly account to ProfitWell is super easy. Log into ProfitWell and navigate to the integrations tab. Select Recurly. Navigate over to settings. Add in your Site URL and API Key asso…

Updated 2 years ago by Neel Desai

Customer details for Intercom

Here is a breakdown of data pushed from ProfitWell into Intercom (for associated Customer and Company, if available). Customer ID: This unique ID matches the ID from your subscription management solu…

Updated 1 month ago by Hannah Wei

Drift Playbooks

Coming soon! Message hannah@profitwell.com if you have any questions in the meantime.

Updated 1 year ago by Hannah Wei

CSV Upload for Custom Traits

Adding custom traits to ProfitWell via CSV.. Head over to Account Settings > Data Settings > Manage My Data. Upload your CSV using the following format: Your first column must contain your customers'…

Updated 1 year ago by Allissa Chan

Google sheets integration via Zapier (ADD NEW CUSTOMERS)

If you have an active Zapier account, then our Google Sheets integration offers an alternative to the API. This allows you to add manual customers at scale. Through our free Zapier integration, you'l…

Updated 5 months ago by Neel Desai

How to set up ProfitWell data fields within Salesforce

Coming by end of Sept! In the meantime, please reach out to hannah@profitwell.com for any questions.

Updated 1 year ago by Hannah Wei

Connecting Braintree to your ProfitWell Account

Connecting your Braintree account to ProfitWell is super easy. 1. Log into ProfitWell and navigate to the integrations tab 2. Select Braintree 3. Navigate over to settings 4. Auth into your Braintree…

Updated 3 months ago by Neel Desai

Setting up the HubSpot integration with ProfitWell

You can now connect your HubSpot account with ProfitWell, so that you can send ProfitWell's customer growth and revenue data directly into your HubSpot contacts to enrich their properties. 1. Go to "…

Updated 2 years ago by Hannah Wei

Contact/Company properties for HubSpot

Here is a breakdown of the data you can pull from ProfitWell into your HubSpot properties for contacts or companies. Customer ID : This customer ID is the one you see in your ProfitWell customer prof…

Updated 3 months ago by Hannah Wei

How to set up ProfitWell customer data within Intercom

There are a few things you can do with your data in Intercom: Add revenue data to your primary "Details" view for Contacts and Companies. Within "Contact Details", you can view more properties. Searc…

Updated 1 year ago by Hannah Wei

Contact/Account fields for Salesforce

Here is a breakdown of data pushed from ProfitWell into Salesforce (for associated Contact and Account, if available). Customer ID: This unique ID matches the ID from your subscription management sol…

Updated 9 months ago by Hannah Wei

Google sheets integration via Zapier (UPGRADE/DOWNGRADE CUSTOMERS)

Once you have used your Zapier integration with Google Sheets to create new customers within ProfitWell , you can now upgrade or downgrade these existing customers. You should already have filled out…

Updated 5 months ago by Hannah Wei

Connecting Stripe Billing to your ProfitWell Account

Connecting your Stripe account to ProfitWell is super easy. Log into ProfitWell and navigate to the integrations tab. Select Stripe. Navigate over to settings. Auth into your Stripe account and provi…

Updated 3 months ago by Neel Desai

Setting up Intercom with ProfitWell

You can now connect your Intercom account with ProfitWell, so that you can send ProfitWell's customer growth and revenue data directly into your Intercom account to enrich properties of customers and…

Updated 1 month ago by Hannah Wei

Setting up Drift with ProfitWell

You can connect your Drift account with ProfitWell in order to push contact attribute data into Drift. Below are the steps to take if you are setting up the integration directly within ProfitWell: 1.…

Updated 1 year ago by Hannah Wei

Contact attributes for Drift

Here is a breakdown of data pushed from ProfitWell into Drift (if available): Customer ID: This unique ID matches the ID from your subscription management solution, or the one you assigned yourself.…

Updated 9 months ago by Hannah Wei

How to set up ProfitWell customer data within Drift

Coming by end of November, 2020. For more info, please reach out to hannah@profitwell.com

Updated 1 year ago by Hannah Wei

Custom Traits

Adding custom traits to ProfitWell.. With ProfitWell Segmentation, you can enrich your customers with custom traits and segment all of your metrics accordingly. Think LTV by marketing channel or Chur…

Updated 1 year ago by Allissa Chan

Setting up the Salesforce integration with ProfitWell

You can connect your Salesforce account with ProfitWell in order to push customer subscription revenue data into Salesforce accounts and contacts. For details on compatibility, please see end of page…

Updated 1 year ago by Hannah Wei

Installing the ProfitWell Snippet with Segment

ProfitWell's Segment integration lets you deploy the ProfitWell.js in seconds. You'll be up and running with ProfitWell Engagement and Retain in just a few minutes. From your Segment UI’s Destination…

Updated 9 months ago by Neel Desai

Connecting your ProfitWell account to Recharge

Connecting your Recharge account to ProfitWell is super easy. Log into ProfitWell and navigate to the integrations tab. Select Recharge.. Navigate over to settings. Navigate to Integrations in the to…

Updated 3 months ago by Neel Desai

How to set up ProfitWell contact/company properties within HubSpot

You have now connected your ProfitWell account with HubSpot. Now your ProfitWell customer data can be passed directly to HubSpot to enrich details about your contacts and/or companies and deals. The…

Updated 1 year ago by Hannah Wei

ProfitWell IP Addresses

Current Static IP addresses in production: 54.147.22.19 52.3.239.121 18.235.211.23 3.214.160.33 3.213.59.89 3.212.101.60

Updated 2 years ago by Neel Desai

Customers API

The ProfitWell Customers API let's you pull customer data out of ProfitWell. There are two endpoints: one to retrieve an individual customer by his customer_id, and the other to search for customers.…

Updated 2 years ago by Neel Desai

Connecting your Chargebee account to ProfitWell

Connecting your Chargebee account to ProfitWell is super easy. Log into ProfitWell and navigate to the integrations tab. Select Chargebee. Navigate over to settings. Add in your Site URL and API Key…

Updated 2 years ago by Neel Desai

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