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Chargebee + Freshworks CRM Integrations

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

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate Chargebee + Freshworks CRM

  • Chargebee Freshworks CRM

    Chargebee + Freshworks CRM

    Create Contact from Freshworks CRM from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Freshworks CRM Create Contact
  • Chargebee Freshworks CRM

    Chargebee + Freshworks CRM

    Create Note from Freshworks CRM from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Freshworks CRM Create Note
  • Chargebee Freshworks CRM

    Chargebee + Freshworks CRM

    Create Account from Freshworks CRM from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Freshworks CRM Create Account
  • Chargebee Freshworks CRM

    Chargebee + Freshworks CRM

    Add Appointment in Freshworks CRM when Subscription Resumption is added to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Freshworks CRM Add Appointment
  • Chargebee Freshworks CRM

    Chargebee + Freshworks CRM

    Create Task from Freshworks CRM from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    Freshworks CRM Create Task
  • 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 + Freshworks CRM in easier way

It's easy to connect Chargebee + Freshworks 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    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.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Chargebee & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Chargebee and Freshworks CRM

Chargebee

Chargebee is a billing and subscription management system for SaaS companies. It helps you to automate your recurring billing, hence increasing revenue by converting more customers. It also allows you to predict the future, by making an analysis of your historical data. Chargebee is a product developed by Freshworks, a software company which develops cloud-based applications for sales, marketing, and customer service. It was founded in 2011 by Girish Mathrubootham, a former employee of Zoho, another cloud-based application provider. The company is based in Chennai, India. Chargebee is headquartered in San Francisco, California.

Freshworks CRM

Freshworks is an application management platform that delivers cloud business apps through the single integrated platform. It also offers strategic services such as software development, testing, and implementation to its clients. The company was founded in 2010 by Girish Mathrubootham in Chennai in India, with a head office in San Francisco, California in the USA. Freshworks was initially known as Freshdesk, but the brand was changed to Freshworks in September 2017. The Freshworks has been ranked among top 100 best companies to work for in India in 2018 by Great Place To Work Institute. The company has been awarded the Deloitte Technpogy Fast 500 Asia Pacific award in 2016 and 2017. In 2017 it also won the Forbes Asia Best Under a Billion award.

Integration of Chargebee and Freshworks CRM

Chargebee can be integrated with a variety of third party applications including Freshdesk, Salesforce, Slack, Jira, Zapier, and many others. Integration allows Chargebee users to perform various tasks such as creating a user account in Freshdesk from the Chargebee dashboard, adding a new user in Freshdesk from Chargebee’s “new user” page etc. This integration helps to provide a seamless experience to chargeBee users when they are using both Chargebee and Freshdesk together.

Benefits of Integration of Chargebee and Freshworks CRM

Integration of Chargebee and Freshworks CRM has several benefits for the companies which use both the applications together:

The integration enables users to create a new account on Freshdesk quickly without leaving the Chargebee dashboard. For example, while performing the task of sending a welcome mail or adding a new user in Freshdesk from the Chargebee dashboard, users do not need to leave the Chargebee dashboard and visit Freshdesk’s website.

Users can add a new user in Freshdesk from Chargebee’s “new user” page without leaving Chargebee dashboard. Similarly, users can add contacts or request support tickets from Chargebee without leaving the dashboard. This will help users to save time and make them more productive.

Users can create a new account on Salesforce from Chargebee without leaving the dashboard or visiting Salesforce’s website or blog. This integration will make it easier for users to integrate their existing systems with Salesforce without taking any additional effort.

Users can get personalized recommendations for products based on their usage patterns and preferences from Chargebee’s recommendations section without leaving the dashboard or visiting any other website or application.

The process to integrate Chargebee and Freshworks CRM 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.