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Agile CRM + Chargebee Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Chargebee

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Chargebee

Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows

Chargebee Integrations

Best ways to Integrate Agile CRM + Chargebee

  • Agile CRM Chargebee

    Agile CRM + Chargebee

    Resume Subscription in Chargebee when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Chargebee Resume Subscription
  • Agile CRM Chargebee

    Agile CRM + Chargebee

    Pause Subscription in Chargebee when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Chargebee Pause Subscription
  • Agile CRM Chargebee

    Agile CRM + Chargebee

    Change Next Billing Date in Chargebee when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Chargebee Change Next Billing Date
  • Agile CRM Chargebee

    Agile CRM + Chargebee

    Record Offline Payment for an Invoice in Chargebee when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Chargebee Record Offline Payment for an Invoice
  • Agile CRM Chargebee

    Agile CRM + Chargebee

    Create Customer to Chargebee from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Chargebee Create Customer
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Chargebee in easier way

It's easy to connect Agile CRM + Chargebee without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

  • New Customer

    Triggers when a customer is created.

  • New Invoice

    Triggers when a new invoice is generated(with line item support).

  • New Payment

    Triggers when a payment is collected successfully.

  • New Subscription

    Triggers when a subscription is created.

  • Payment Failure

    Triggers when a payment fails.

  • Subscription Cancellation

    Triggers when a subscription is cancelled.

  • Subscription Cancellation Scheduled

    Triggers when a subscription is scheduled for cancellation.

  • Subscription Details Updates

    Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.

  • Subscription Pause

    Triggers when a subscription is paused.

  • Subscription Resumption

    Triggers when a paused subscription is resumed.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Change Next Billing Date

    Updates next billing date of a subscription.

  • Create Customer

    Creates a new customer in Chargebee.

  • Create Subscription

    Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.

  • Pause Subscription

    Pauses a subscription in Chargebee.

  • Record Offline Payment for an Invoice

    Records an offline payment for unpaid invoices.

  • Resume Subscription

    Resumes a paused subscription in Chargebee

  • Update Customer

    Updates customer details in Chargebee.

How Agile CRM & Chargebee Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Chargebee as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Chargebee.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Chargebee

As per the trends, the sales teams are required to be available all the time for the customers. Due to this requirement, the sales teams need to carry out their activities at the same place as well as on the go. Agile CRM is an integrated online software which helps in enhancing the customer relationship and increasing the revenue. Chargebee is a simplified online billing and subscription platform that helps in improving the efficiency of the billing process. Integration of Agile CRM and Chargebee will help in creating a unique platform that will help in enhancing the customer engagement and revenue.

Integration of Agile CRM and Chargebee

The integration of Agile CRM and Chargebee can be done through the fplowing steps:

Agile CRM data can be sent to Chargebee using webhooks or API requests.

Agile CRM data can be sent to Chargebee using webhooks or API requests. This data can then be used to create new charges, credits, subscriptions, etc.

This data can then be used to create new charges, credits, subscriptions, etc. The new charges can then be sent back to Agile CRM to update the data in it.

The new charges can then be sent back to Agile CRM to update the data in it. Any modifications in Agile CRM can be reflected in Chargebee.

Any modifications in Agile CRM can be reflected in Chargebee. The users can also be created on both platforms from one source.

The users can also be created on both platforms from one source. The opportunities will also be created on both platforms from one source.

The opportunities will also be created on both platforms from one source. The activities done on either platform can be shared between both platforms. For example, if an opportunity has been contacted by a sales rep, an activity will be created on Chargebee to reflect this information. This activity can then be updated with more details on Agile CRM after interaction with the customer. Similarly, if a contact is created on Agile CRM it will automatically reflect in Chargebee. This will help in improving the efficiency of the sales team as well as increase the conversion rate.

Benefits of Integration of Agile CRM and Chargebee

The process to integrate Agile CRM and Chargebee may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.