Braintree Integration - Agile CRM

Sync your billing and payments in Agile CRM using Braintree to maintain seamless accounts
Brain Integrations for CRM

Active Control Panel

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

Track Recurring Bills

Check and manage repeating bills and accounts in the most simple & smooth manner

Easy Migration

Sync in your data easily, and in case choosing to leave, your data will be deleted from Braintree’s system

Encoded Data

Contact details are hidden in Braintree’s system and are replaced with a token or pass number

Detailed Transaction

Find order ID, value, status, date and time directly on the Contacts page

Braintree Integration Setup

1. Add Widget

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

brain Setup, Step-1
brain Setup, Step-2

2. Follow Steps to Integrate with Agile

Once the widget is added, you will need Braintree ‘Merchant ID’, ‘Public Key’, and ‘Private Key’ to activate this widget

Check the Braintree Setup Guide for more detailed instructions.

About Braintree

Braintree, a division of PayPal, is one of the global providers of commerce tools that tracks, manages and syncs billing and payment transactions. Braintree lets you accept and make payments through various payment methods, and also helps you store transactions and billing information easily. Buyers and sellers from around 40 countries use this smart payment gateway that allows payment in more than 130 currencies. Braintree provides simple and quick processes to enable seamless payment and billing.

braintree Integration

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