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Chargebee + Copper CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Copper CRM

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

Copper CRM Integrations

Best ways to Integrate Chargebee + Copper CRM

  • Chargebee Copper CRM

    Chargebee + Copper CRM

    Create Update Company from Copper CRM from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Copper CRM Create Update Company
  • Chargebee Copper CRM

    Chargebee + Copper CRM

    Update Company in Copper CRM when Subscription Resumption is added to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Copper CRM Update Company
  • Chargebee Copper CRM

    Chargebee + Copper CRM

    Create Update Opportunity from Copper CRM from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Copper CRM Create Update Opportunity
  • Chargebee Copper CRM

    Chargebee + Copper CRM

    Update Opportunity in Copper CRM when Subscription Resumption is added to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Copper CRM Update Opportunity
  • Chargebee Copper CRM

    Chargebee + Copper CRM

    Create Update Person from Copper CRM from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Copper CRM Create Update Person
  • Chargebee {{item.actionAppName}}

    Chargebee + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Company

    Triggers when a new company is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Person

    Triggers when a new person is created.

  • New Project

    Triggers when a new project is created.

  • New Task

    Triggers when a new task is created.

  • Updated Company

    Triggers when a existing company is updated.

  • Updated Opportunity

    Triggers when a existing opportunity is updated.

  • Updated Person

    Triggers when a existing person is updated.

  • Updated Project

    Triggers when a existing project is updated.

  • Updated Task

    Triggers when an existing task is updated.

    Actions
  • 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.

  • Associate to Project

    Relate an existing project to a Copper CRM object.

  • Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

  • Create Company

    Creates a new company.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Person

    Creates a Person

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Update Company

    Creates or Updates a company based on matching criteria.

  • Create Update Opportunity

    Creates or updates an opportunity depending on matching criteria.

  • Create Update Person

    Creates or Updates person depending on match criteria.

  • Create Update Project

    Creates or Updates Project depending on match criteria.

  • Update Company

    Updates a company depending on the matching criteria.

  • Update Opportunity

    Updates an opportunity depending on the match criteria.

  • Update Person

    Updates a person depending on the match criteria.

  • Update Project

    Updates a project depending on the match criteria.

How Chargebee & Copper CRM Integrations Work

  1. Step 1: Choose Chargebee 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 Copper CRM 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 Chargebee to Copper CRM.

    (2 minutes)

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