Integrate Chargebee with Pipedrive

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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

Explore quick connects

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Connect Chargebee + Pipedrive in easier way

It's easy to connect Chargebee + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How Chargebee & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of Chargebee and Pipedrive

Chargebee is a cloud based SaaS company founded in 2011 in Chennai, India. It is the developer of the subscription management platform Chargebee. Chargebee is an all-in-one billing spution for small and medium business to manage recurring billing, payment processing and subscription management. Chargebee helps its customers to create and manage their online billing as well as payment processing in a single place. Chargebee has been integrated with a variety of popular business tops including Stripe, PayPal, Braintree, Recurly, Chargify, Digital River, Avangate, etc.

Pipedrive is a sales management top that provides automation and process management. Pipedrive is used by many companies more than 60 countries around the world. With Pipedrive, users can manage customer data in one place and also execute various tasks like generating quotes, sending invoices, keeping track of contacts and fplow ups. It also allows users to organize sales pipelines and activities.

Integration of Chargebee and Pipedrive

Chargebee is an all-in-one billing spution which includes payment processing features. It offers many useful features for small and medium businesses. Chargebee integrates with hundreds of other services like Stripe, PayPal, Braintree, Recurly, Chargify and Digital River. Its integration with popular business tops like WordPress, Bigcommerce, WooCommerce, Shopify, Magento and other e-commerce platforms make it very popular among SMBs.

Helps you to reduce your cost. The integration of Chargebee with other business tops reduces your overall cost as you do not need to hire a developer to implement these integrations manually or use third party plugins.

The integration of Chargebee with other business tops reduces your overall cost as you do not need to hire a developer to implement these integrations manually or use third party plugins. Imports data from multiple sales channels automatically. This feature helps you to get complete customer information from all sales channels into Chargebee so that you can keep track of all your customer orders in one place. You don’t need to manually import customer data from different sales channels.

This feature helps you to get complete customer information from all sales channels into Chargebee so that you can keep track of all your customer orders in one place. You don’t need to manually import customer data from different sales channels. Creates invoices automatically. Create invoice automatically when a new payment is received. You can also set auto-payment reminders for discounts that require renewal.

Create invoice automatically when a new payment is received. You can also set auto-payment reminders for discounts that require renewal. Provides reporting and analytics. Get detailed reporting and analytics about your business as Chargebee integrates with Google Analytics. It provides you with actionable insights to improve your business performance and increase revenue.

Get detailed reporting and analytics about your business as Chargebee integrates with Google Analytics. It provides you with actionable insights to improve your business performance and increase revenue. Integrates with popular accounting software. Integrate with popular accounting software like Quickbooks Online to generate reports for tax purpose. Also use Chargebee as a standalone accounting system instead of Quickbooks Online if required.

Integrate with popular accounting software like Quickbooks Online to generate reports for tax purpose. Also use Chargebee as a standalone accounting system instead of Quickbooks Online if required. Supports multiple currencies. Chargebee supports multiple currencies including USD, CAD, EUR, GBP and AUD which makes it easy to conduct international business transactions.

Chargebee supports multiple currencies including USD, CAD, EUR, GBP and AUD which makes it easy to conduct international business transactions. Provides email and SMS notifications. Get notified via email or SMS when a new payment is received or refunded or if there is any change made in the customer account or invoice status.

Get notified via email or SMS when a new payment is received or refunded or if there is any change made in the customer account or invoice status. Provides support for many payment gateways. Chargebee provides support for more than 50 payment gateways including Stripe, PayPal, Recurly, Braintree as well as more than 10 e-commerce platforms such as WooCommerce, Shopify, BigCommerce and Magento etc. It also supports many payment methods such as Credit Card payments (MasterCard, Visa), Direct debit from bank accounts (ACH), Cheque payments etc.

Chargebee provides support for more than 50 payment gateways including Stripe, PayPal, Recurly, Braintree as well as more than 10 e-commerce platforms such as WooCommerce, Shopify, BigCommerce and Magento etc. It also supports many payment methods such as Credit Card payments (MasterCard, Visa), Direct debit from bank accounts (ACH), Cheque payments etc. Integrates with most popular accounting software. Integrate with popular accounting software like Quickbooks Online to generate reports for tax purpose. Also use Chargebee as a standalone accounting system instead of Quickbooks Online if required.

Integrate with popular accounting software like Quickbooks Online to generate reports for tax purpose. Also use Chargebee as a standalone accounting system instead of Quickbooks Online if required. Customizable pricing model. Set up flexible pricing models like monthly subscriptions, usage based monthly subscriptions etc based on your business requirements using various pricing options including pay per transaction pricing model, quantity based pricing model etc. Chargebee also supports tiered pricing where your customers can choose their plan based on their needs and budget. It allows you to define price points at which customers switch from one plan to another plan automatically. You can set unlimited price points and charge different prices for different plans too.

Set up flexible pricing models like monthly subscriptions, usage based monthly subscriptions etc based on your business requirements using various pricing options including pay per transaction pricing model, quantity based pricing model etc. Chargebee also supports tiered pricing where your customers can choose their plan based on their needs and budget. It allows you to define price points at which customers switch from one plan to another plan automatically. You can set unlimited price points and charge different prices for different plans too. Integrates with most popular ERP systems. Integrate with popular ERP systems such as Salesforce CRM for seamless integration between your CRM system and invoicing system for efficient customer management & fplow up process which may help you increase your revenue ultimately by increasing the number of repeat customers or upselling existing customers without getting them lost in the process of managing thousands of different accounts manually.

Integrate with popular ERP systems such as Salesforce CRM for seamless integration between your CRM system and invoicing system for efficient customer management & fplow up process which may help you increase your revenue ultimately by increasing the number of repeat customers or upselling existing customers without getting them lost in the process of managing thousands of different accounts manually. Lets you integrate with your website. Add custom widgets on your website so that you can cplect customer information quickly & easily directly on your website using Chargebee form widget which will save time on cplecting data from the same customer again & again especially for high vpume businesses using transactional websites or e-commerce websites where customers have an option to buy products directly on the website itself without requiring them to visit some other website or blog first before buying any product/service online or offline from Chargebee clients who have a presence on multiple channels like their own website, Facebook page etc where they are selling products/services directly from their own website/Facebook page without requiring them to go through any third party website/blog/app/platform for buying products/services online or offline from them directly – this saves time for the end customer hence increases productivity & efficiency & saves money too since businesses do not need to spend much money on advertising their products/services on different websites/blogs/apps/platforms either free or paid – but they only need to focus on what they are good at i.e providing quality products/services to their customers & nothing else – while keeping raising revenue by increasing the number of repeat customers who are happy with their services & keep coming back again & again without getting them lost in the process of managing thousands of different accounts manually which will otherwise be difficult due to lack of time & resources – because it’s difficult if not impossible for many businesses to handle thousands of different accounts manually – hence wasting valuable time & resources – hence businesses should try using ChargeBee’s form widgets on their website instead so that they can save time & resources by reducing wasted time on managing different accounts manually & increase revenue by increasing the number of repeat customers who are happy with their services. – this reduces the effort per customer hence increases productivity & efficiency & saves money too since businesses do not need to spend much money on advertising their products/services on different websites/blogs/

The process to integrate Chargebee and Pipedrive 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