Page Comparison

Technical, Billing and Reseller Contacts

You might want to propagate it to your CRM via journy.io as journy has very good integration with most popular CRMs and might power your switch from one CRM to another one

Two options:

1. Either additional properties to account - aka Name and email for each of 3x contacts

2. Make them Users in journy.io, but suggestion to setup some Role property to differentiate Technical, Billing. Reseller Contacts from future App Users.

   1. amend make.com script above add Segment Identify() call for each contact

   2. following by Segment Group() call to connect user to account.

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Transactions History

You might want to see all the purchases for clients as events - New, Upgrades, Renewals, Refunds

• Copy paste make.com blueprint and use a different Atlassian endpoint - https://developer.atlassian.com/platform/marketplace/rest/v2/api-group-reporting/#api-vendors-vendorid-reporting-sales-transactions-export-get

• Use Segment Track() call for each transaction

• Use Entitlement Number as AnonymousID

• Specify other properties of the event from transaction metadata

  • If you want to calculate MRR from transactions:) … use Segment Group() call to update MRR property of the account