Integrate Copper CRM with Chargebee

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

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About Copper CRM

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

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.

Chargebee Integrations

Best Copper CRM and Chargebee Integrations

  • Copper CRM Integration Chargebee Integration

    Copper CRM + Chargebee

    Resume Subscription in Chargebee when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Chargebee Integration Resume Subscription
  • Copper CRM Integration Chargebee Integration

    Copper CRM + Chargebee

    Pause Subscription in Chargebee when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Chargebee Integration Pause Subscription
  • Copper CRM Integration Chargebee Integration

    Copper CRM + Chargebee

    Change Next Billing Date in Chargebee when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Chargebee Integration Change Next Billing Date
  • Copper CRM Integration Chargebee Integration

    Copper CRM + Chargebee

    Record Offline Payment for an Invoice in Chargebee when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Chargebee Integration Record Offline Payment for an Invoice
  • Copper CRM Integration Chargebee Integration

    Copper CRM + Chargebee

    Create Customer to Chargebee from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Chargebee Integration Create Customer
  • Copper CRM Integration {{item.actionAppName}} Integration

    Copper CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Copper CRM + Chargebee in easier way

It's easy to connect Copper CRM + Chargebee without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Person

    Triggers when a new person is created.

  • New Project

    Triggers when a new project is created.

  • New Task

    Triggers when a new task is created.

  • Updated Company

    Triggers when a existing company is updated.

  • Updated Opportunity

    Triggers when a existing opportunity is updated.

  • Updated Person

    Triggers when a existing person is updated.

  • Updated Project

    Triggers when a existing project is updated.

  • Updated Task

    Triggers when an existing task is updated.

  • 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.

    Actions
  • Associate to Project

    Relate an existing project to a Copper CRM object.

  • Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

  • Create Company

    Creates a new company.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Person

    Creates a Person

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Update Company

    Creates or Updates a company based on matching criteria.

  • Create Update Opportunity

    Creates or updates an opportunity depending on matching criteria.

  • Create Update Person

    Creates or Updates person depending on match criteria.

  • Create Update Project

    Creates or Updates Project depending on match criteria.

  • Update Company

    Updates a company depending on the matching criteria.

  • Update Opportunity

    Updates an opportunity depending on the match criteria.

  • Update Person

    Updates a person depending on the match criteria.

  • Update Project

    Updates a project depending on the match criteria.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Copper CRM & Chargebee Integrations Work

  1. Step 1: Choose Copper CRM 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 Chargebee 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 Copper CRM to Chargebee.

    (2 minutes)

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