If you're using ChargeOver to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Peak Funnels.
This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
You Can Also Connect Peak Funnels or ChargeOver With 1400+ Other Apps
Peak Funnels
Peak Funnels is the all-in-one platform for your business. With everything you need built right in, there's no need for costly plug-ins or integrations. It helps build high-converting sales funnels and engage with your clients in a whole new way.
ChargeOver is a billing platform that provides an easy-to-use interface to create, manage, and optimize all your billing workflows. Just get rid of tedious recurring billing tasks and focus on delighting your customers and growing your business.