How to enable Tilled CRM on a merchant.
Tilled offers a CRM integration that emphasizes payment facilitation for SaaS platforms,
enabling businesses to manage customer subscriptions and transactions directly within their
CRM system. This integration facilitates a smooth payment process and provides insightful
analytics on customer behavior and transaction patterns.
Features
✅ Create Customer A customer created within Authvia platform will be pushed to Tilled.
Resources
Configuration
- Create an account on Tilled's website to access their services.
- Log in to the Tilled portal at sandbox-app.tilled.com to configure
and manage your CRM integration settings. - Follow the detailed API integration guides available on Tilled's Developer Documentation
to connect Tilled's payment facilitation features with your CRM system. - For further assistance or to resolve integration issues, reach out to Tilled's technical support team.
Enabling this Product
Using create-merchant-product API you can add a new product to your merchant record. Below is an example configuration for the payload of that request.
{
"line": "customers",
"product": "crm",
"provider": "tilled",
"config": {},
}