Integrate Chargebee with Copper CRM

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

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

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Chargebee Integrations

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.

Chargebee + Copper CRM Quick Connects

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

Explore quick connects

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

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Copper CRM as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Chargebee to Copper CRM.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.