Braintree Integration - Agile CRM

Integrate your billing and payments processes into your CRM.

Brain Integrations for CRM

Active Control Panel

Create and track reports, bills, webhooks and more using one, comprehensive control panel.

Track Recurring Bills

Agile CRM's Braintree integration lets you keep track of and manage recurring bills and accounts in the most efficient and effective way possible.

Easy Migration

Import your billing data with ease, and rest easy knowing that if you ever choose to leave, your data will be permanently deleted from Braintree’s database.

Encoded Contact Info

Contact details are hidden in Braintree’s system for security purposes, and are represented as a simple token or ID number.

Detailed Transaction Data

Easily locate an order ID, value, status, date or time of a transaction, directly from within your CRM.

Braintree Integration Setup

1. Add Widget

Open your Agile CRM dashboard >> go to Preferences >> click Widgets >> select the Billing tab >> click Add under Braintree.

Braintree Integration Setup, Step-1
brain Setup, Step-2

2. Follow Steps to Integrate with Agile CRM

Once the widget is added, you will need a Braintree Merchant ID, Public Key, and Private Key to activate it. Go to the setup guide below for details.

Check out the Braintree Setup Guide for more detailed instructions.

About Braintree

Braintree, a division of PayPal, is a global provider of commerce tools that track, manage and synchronize billing and payment transactions. Braintree lets you accept and make payments through various payment methods, and helps you store transactions and billing information online. Buyers and sellers from roughly 40 countries use this smart payment gateway to process payments in more than 130 currencies. Braintree provides simple and quick processes to enable seamless payment and billing.

Braintree Integration

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