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.
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
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Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Triggers when a customer is created.
Triggers when a new invoice is generated(with line item support).
Triggers when a payment is collected successfully.
Triggers when a subscription is created.
Triggers when a payment fails.
Triggers when a subscription is cancelled.
Triggers when a subscription is scheduled for cancellation.
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Triggers when a subscription is paused.
Triggers when a paused subscription is resumed.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Updates next billing date of a subscription.
Creates a new customer in Chargebee.
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
Pauses a subscription in Chargebee.
Records an offline payment for unpaid invoices.
Resumes a paused subscription in Chargebee
Updates customer details in Chargebee.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
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 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 Appy Pie Connect or Appy Pie Connect 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.
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