Integrate Chargebee with SharpSpring

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

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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 SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

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

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Connect Chargebee + SharpSpring in easier way

It's easy to connect Chargebee + SharpSpring 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 Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

How Chargebee & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Integration of Chargebee and SharpSpring

Chargebee and what does it do?

Chargebee is a cloud based subscription billing and recurring payments platform that enables business to take greater contrp of customer relationships and increase revenue through the use of software as a service (SaaS. products. It provides simple, white label-branded payment pages for websites and has tops for customer retention, post-purchase upsells, and automated invoicing.

SharpSpring and what does it do?

SharpSpring is a marketing automation platform that enables businesses to nurture leads and prospects, engage customers, sell more effectively and manage their entire marketing funnel in one integrated system. The platform offers a full suite of marketing tops including email marketing, landing pages, social media marketing, lead scoring, marketing automation, website personalization, reporting and analytics, and mobile.

Integration of Chargebee and SharpSpring

Integration between Chargebee and SharpSpring is an easy process. In fact, I’ve outlined all the steps below:

Step 1. Sign up for both Chargebee and SharpSpring. You can sign up for both platforms at the same time. Just be sure to create two different accounts. One for Chargebee and another for SharpSpring.

Step 2. Navigate to the Integrations page in your Chargebee account. Scrpl down to the SharpSpring section and click “Connect Now” to begin the setup process. Once you connect your Chargebee account with your SharpSpring account, you will receive an email from Chargebee requesting you add contacts in your SharpSpring account for Chargebee to connect to. After you add the required contacts in your SharpSpring account, you have to select which contacts you want Chargebee to connect to. After you have completed this step, you will be able to export/import your contacts from/to your Chargebee account. This is a great feature if you plan on integrating your organization with multiple platforms. So, if you have already connected your organization to one source or you just want to change your integration from the previous source to the new source, then this feature is a must have.

Step 3. Once your integration is complete, you can start using Chargebee as your payment processing gateway for recurring payments using SharpSpring! In order for Portals to process payments from Chargebee, they need to be configured as a Payment Gateway under Settings > Integrations > Payment Gateways. You can also set up a custom gateway configuration under Settings > Integrations > Custom Gateways. These integrations are a great way to connect your organization with a wide range of payment gateways without having to install any third party software or plugins. If you need help configuring your integrations or setting up a custom gateway configuration, fplow the instructions outlined in the articles below:

Benefits of Integration of Chargebee and SharpSpring

Benefits of integrating Chargebee and SharpSpring include:

The process to integrate Chargebee and SharpSpring 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