Integrate Whitelabel Account in SalesRobot
This article will help you integrate your white label account with SalesRobot.
Sign up for Chargebee and First Promoter (optional).
Chargebee is a recurring billing and subscription management platform. First Promoter is a referral marketing platform. You will need to have accounts with both of these ( FirstPromoter is optional) services in order to integrate your white label account with SalesRobot.
Copy your Chargebee API key and paste it into the Chargebee API Key field in your SalesRobot white label account settings.
The Chargebee API key is a unique code that gives SalesRobot access to your Chargebee account. You can find your Chargebee API key in your Chargebee account settings.
Copy your First Promoter API key (if you are using First Promoter) and paste it into the First Promoter API Key field in your SalesRobot white label account settings.
The First Promoter API key is a unique code that gives SalesRobot access to your First Promoter account. You can find your First Promoter API key in your First Promoter account settings.
Specify the default chargebee plan ID in your SalesRobot white label account settings.
The default chargebee plan ID is the ID of the plan that you want your customers to be enrolled in when they sign up for your service. You can find your default chargebee plan ID in your Chargebee account settings.
(Optional) Configure webhooks in your SalesRobot white label account settings.
Webhooks are a way for your apps to send notifications to your customer accounts. You can configure webhooks to notify when a customer signs up, creates a campaign or adds a LinkedIn account.
Please note:
It may take a few hours for your domain to properly redirect to SalesRobot after you have completed these steps.
Sign up for Chargebee and First Promoter (optional).
Chargebee is a recurring billing and subscription management platform. First Promoter is a referral marketing platform. You will need to have accounts with both of these ( FirstPromoter is optional) services in order to integrate your white label account with SalesRobot.
Copy your Chargebee API key and paste it into the Chargebee API Key field in your SalesRobot white label account settings.
The Chargebee API key is a unique code that gives SalesRobot access to your Chargebee account. You can find your Chargebee API key in your Chargebee account settings.
Copy your First Promoter API key (if you are using First Promoter) and paste it into the First Promoter API Key field in your SalesRobot white label account settings.
The First Promoter API key is a unique code that gives SalesRobot access to your First Promoter account. You can find your First Promoter API key in your First Promoter account settings.
Specify the default chargebee plan ID in your SalesRobot white label account settings.
The default chargebee plan ID is the ID of the plan that you want your customers to be enrolled in when they sign up for your service. You can find your default chargebee plan ID in your Chargebee account settings.
(Optional) Configure webhooks in your SalesRobot white label account settings.
Webhooks are a way for your apps to send notifications to your customer accounts. You can configure webhooks to notify when a customer signs up, creates a campaign or adds a LinkedIn account.
Please note:
It may take a few hours for your domain to properly redirect to SalesRobot after you have completed these steps.
Updated on: 11/10/2024
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