Integrate Chargebee with Zoho CRM

Name: Appy Pie Connect
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Appy Pie Connect allows you to automate multiple workflows between Chargebee and Zoho CRM

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Chargebee Integrations

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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Chargebee + Zoho CRM Quick Connects

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

Explore quick connects

Zoho CRM Alternatives

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Connect Chargebee + Zoho CRM in easier way

It's easy to connect Chargebee + Zoho 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 Contact

Triggers when a new contact is added.
New Record

Triggers instantaneously when any entry is created in the specified module.
New or Updated Contact

Triggers when a new contact is added or modified in Zoho.

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 Attachment

Add attachment to the selected Module entry.
Create Module Entry

Creates a new entry in a module
Create/Update Contact

Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Create/Update Lead

Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Chargebee & Zoho CRM Integrations Work

Step 1: Choose Chargebee as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Zoho CRM as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Chargebee to Zoho CRM.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Chargebee and Zoho CRM

Chargebee is a cloud based integrated billing and subscription management platform designed for the needs of e-commerce and SaaS business. It provides a secure, reliable, and consistent spution for managing recurring billing, payments, dunning, reports, and more. Zoho CRM is an online customer relationship management software which offers sputions for customer support, sales, marketing, and project management. The integration of Chargebee and Zoho CRM would provide a complete spution for your business.

Integration of Chargebee and Zoho CRM

Chargebee integrates well with Zoho CRM to handle customer data. With Chargebee, you can send email receipts and fplow up emails to customers after they make a payment through your website. You can also create a list of contacts in Zoho CRM using their emails stored in Chargebee. The integration of Chargebee and Zoho CRM would enable you to cross-sell products to your customers by sending out relevant emails through Zoho CRM. With this integration, you can also send discount codes to your customers through Chargebee and view the status of these orders in Zoho CRM.

Benefits of Integration of Chargebee and Zoho CRM

The integration of Chargebee and Zoho CRM would be beneficial for your business in several ways. It will help you manage your customer data in one place. This integration would also allow you to create customer lists easily from Chargebee by importing them into Zoho CRM. You can use the built-in analytics feature of Zoho CRM to track the effectiveness of your campaigns on your website and identify opportunities for improvement. You can also use the integration to send out promotional emails to your customers through Zoho CRM along with your regular monthly invoice. With this integration, you can also schedule automation rules in Chargebee to automate the sending of emails at a specified time interval.

The integration of Chargebee and Zoho CRM would enable you to manage your customer data in one place which will save you a lot of time and effort. It would also allow you to create customer lists easily from Chargebee by importing them into Zoho CRM. This integration would be beneficial in automating customer communications on a large scale.

The process to integrate Chargebee and Zoho 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.