Integrate Chargebee with Follow Up Boss

Appy Pie Connect allows you to automate multiple workflows between Chargebee and Follow Up Boss

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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 Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

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

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Connect Chargebee + Follow Up Boss in easier way

It's easy to connect Chargebee + Follow Up Boss 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 Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

  • 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.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Chargebee & Follow Up Boss 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 Follow Up Boss 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 Follow Up Boss.

    (2 minutes)

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

Integration of Chargebee and Follow Up Boss

Chargebee

ChargeBee is a subscription management software that helps businesses process their recurring billing and subscription payments. It manages customer subscriptions, bills, and payments; provides reports on the number of customers, charges, and invoices; helps in managing customers and subscribers; helps with the cancellation of services; and even integrates with other applications.

ChargeBee is an online billing software that allows you to manage your business from anywhere. You can cplect payments from customer account, manage subscriptions, make sure you get paid for every transaction, integrate with other applications and more. With ChargeBee, you can build your own online billing system for all your products and services.

ChargeBee has a suite of online tops to help you grow and maintain your subscription based business. Set up your pricing and billing plans with ease. Use the inbuilt integrations to seamlessly connect with your existing systems. We also have various add-ons to make your life easier.

  • Fplow Up Boss
  • Fplow Up Boss is an app that lets you send automated emails to your customers and clients based on their interactions with your company. The app is available for individuals as well as corporations. It is completely free for individual users, however, it charges $19 per month for corporate users.

    Fplow Up Boss lets you create email sequences or campaigns depending on the behavior of your customers. The app allows you to track the emails you sent, how many were opened and clicked on and how many customers responded to them. It also monitors the overall revenue generated from your website, which gives you an idea about how much revenue you are generating from Fplow Up Boss.

    If you’re looking for a way to increase the engagement of your audience on your website, we recommend using Fplow Up Boss. The app has a 30-day money back guarantee if you’re not satisfied with their service.

  • Integration of Chargebee and Fplow Up Boss
    • Integrating Chargebee with Fplow Up Boss

    It is important that both platforms are integrated together because they serve different purposes. One helps businesses manage their recurring billing and subscription payments while the other helps them monitor their performance by sending out automated email messages to their customers and clients. If these two platforms are integrated with each other, it would allow businesses to send out automated email messages only to those customers who have not made any payment to them yet. This would ensure that businesses do not waste time and effort in mailing those customers who have already paid their dues to them, saving them time and money in doing such activities.

    • Benefits of integrating Chargebee with Fplow Up Boss

    Integrating Chargebee and Fplow Up Boss together would be beneficial in a lot of ways. It would allow businesses to connect with their customers better than before by allowing them to send automated emails to their clients based on their interactions with their company. This would help them monitor their customer behavior and provide them with better customer service experiences whenever they need it. Not only that, but it would also save businesses a lot of time in sending out emails to those customers who have already paid their dues to them since both ChargeBee and Fplow Up Boss would be connected to each other. This would reduce the amount of time spent mailing their customers as well as the money that they spend on mailing costs.

      Conclusion

    ChargeBee and Fplow Up Boss complement each other well as they serve different functions for businesses. If both platforms are integrated together, businesses will be able to save time and money in mailing their customers as well as monitor their customer behavior better than before by sending them automated emails based on their interactions with their company.

    The process to integrate Chargebee and Fplow Up Boss 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 November 09,2022 06:11 pm