Integrate Agile CRM with Chargebee

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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 application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.

Want to explore Agile CRM + Chargebee quick connects for faster integration? Here’s our list of the best Agile CRM + Chargebee quick connects.

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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

Agile CRM is a software spution that offers the fastest and most efficient way to handle customer relations. It offers quick access to all of your customer information, including customer data, sales, marketing and support information. This makes it easier for you to manage your business, as well as provide better customer service.

Chargebee is an online invoicing, billing and payment spution for businesses. You can use it to send invoices from Agile CRM, and also get real-time reports on billing. This enables you to track all your invoices and payments, and get your accounts up-to-date at all times.

Integration of Agile CRM and Chargebee

There are two ways to integrate Agile CRM with Chargebee. The first is by synchronizing accounts in both platforms. If you have multiple accounts in Agile CRM, you need to create them in Chargebee too. Then you can create your billing settings in Chargebee and link it to the corresponding accounts in Agile CRM. Once this is done, you can start sending invoices from Agile CRM using Chargebee. This also helps you keep track of your payments and the status of your customers’ accounts.

The second option is to use the API integration feature of Agile CRM. You need to configure the API integration settings in both Agile CRM and Chargebee, which will enable you to send invoices from Agile CRM using Chargebee.

Benefits of Integration of Agile CRM and Chargebee

The main benefit of integrating Agile CRM with Chargebee is that it improves your efficiency and helps you meet your goals faster. You can easily manage your invoicing within Agile CRM, so there will be no need for manual data entry or double entry. You can also make changes easily by modifying your billing settings directly from within Agile CRM.

Another benefit of integrating Agile CRM with Chargebee is that it gives you full contrp over your invoicing process. This means that you only send an invoice when your customers have paid it completely. It also allows you to set up recurring invoices, giving you more flexibility over your business processes.

Agile CRM and Chargebee are both great platforms that can help you streamline your business processes. Using these platforms together can give you a competitive edge over other businesses and allow you to avoid mistakes while improving the efficiency of your business operations.

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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm