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Chargebee + pipelinedeals Integrations

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

  • No code
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  • 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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate Chargebee + pipelinedeals

  • Chargebee pipelinedeals

    Chargebee + pipelinedeals

    Create Company from pipeline deals from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    pipelinedeals Create Company
  • Chargebee pipelinedeals

    Chargebee + pipelinedeals

    Create Task from pipeline deals from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    pipelinedeals Create Task
  • Chargebee pipelinedeals

    Chargebee + pipelinedeals

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

    Chargebee + pipelinedeals

    Create Person from pipeline deals from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    pipelinedeals Create Person
  • Chargebee pipelinedeals

    Chargebee + pipelinedeals

    Create Deal from pipeline deals from Subscription Resumption to Chargebee Read More...
    Close
    When this happens...
    Chargebee Subscription Resumption
     
    Then do this...
    pipelinedeals Create Deal
  • 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 + pipelinedeals in easier way

It's easy to connect Chargebee + pipelinedeals 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 Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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 associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Chargebee & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Chargebee and pipelinedeals

Chargebee?

Chargebee is a SaaS billing and subscriptions management platform. The cloud billing and subscription management platform integrates with multiple payment gateways and providers to accept online payments and complete the complex billing and subscription management tasks.

Chargebee has three products:

Subscriptions. Chargebee offers a simple-to-use, yet powerful, online billing and subscription management spution, available across all major SaaS platforms such as Salesforce, Google Apps, Zendesk, QuickBooks Online, Shopify, Magento, Stripe Payment Gateway. Chargebee offers flexible, highly customizable payment gateway integration that can be used for easy implementation of payment gateway services. eCommerce. Chargebee offers eCommerce sputions to all types of businesses and organizations for selling goods and services online. Integration. Chargebee offers back-end integration to all major SaaS platforms such as Salesforce, Google Apps, Zendesk, QuickBooks Online, Shopify, Magento and Stripe.

pipelinedeals?

pipelinedeals is a process automation platform. Pipelinedeals allows you to create your own custom bots that automate repetitive tasks. You can configure your bot for different workflows and use cases. Create your own workflow using the bot builder. It allows you to create a workflow based on a series of triggers. Your bot will trigger in response to a trigger and execute a series of steps. You can also manually trigger it from the app. For example, you have a set of travel packages in your pipeline and you need to put them up for sale in your travel portal. Workflow Builder lets you add a new step in the workflow that will add a product in your portal when a product in your pipeline reaches a particular stage. Workflow Builder makes it easy for you to create notifications when a trigger event occurs. Use Cases are pre-defined business scenarios that you can choose from. With a pre-built use case, you can easily create a bot that will achieve the desired outcome without any coding knowledge. The use cases range from marketing automation bots to order processing bots.

Integration of Chargebee and pipelinedeals

Integration between Chargebee and pipelinedeals is possible with the help of an open source software called Zapier or Zapier for Salesforce. With this integration, data from Chargebee can be seamlessly synchronized with data from pipelinedeals. The fplowing are some examples of how this integration can be effectively used:

When a customer completes the checkout flow on your website, chargebee captures information about the customers’ billing info, payment source etc., which is stored in Chargebee. This information can be used by pipelinedeals to automatically tag customers on Salesforce with demographics info like email id, phone number etc., if the customer is already created on Salesforce. When customers pay their bills on Salesforce via invoice paid or credit cards, Chargebee receives the payment information which is stored in Chargebee. This information can be used by pipelinedeals to update records or send emails on Salesforce whenever there is any change in payment status of invoices or credit cards. Chargebee tracks the number of customers who have subscribed to your services via email address changes on Salesforce & sends this information to pipelinedeals. This information helps pipelinedeals send automated emails (pre-defined template. that encourage customers to register with their own email addresses rather than forwarding their email details through existing channels like sales departments of companies. Whenever there is any change in emails on Salesforce & customers are not registered with their own emails on Salesforce, pipelinedeals tracks the change in emails (which may be spammy. & sends out an SMS/email/phone call (based on customer preferences. requesting customers to confirm their email address on Salesforce before renewing their subscription in Chargebee. This is very effective in reducing churn rates in subscription based businesses. Pipelinedeals tracks the number of customers who have subscribed to your services via credit cards & send this information to Chargebee. This information is used by Chargebee to remind customers to pay their bills via email when due date are approaching or when their credit card is expiring soon & so on..

Benefits of Integration of Chargebee and pipelinedeals

The process to integrate 403 Forbidden and 403 Forbidden 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.