Integrate Customerly with Chargebee

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

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

Explore quick connects
Connect Customerly + Chargebee in easier way

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

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

How Customerly & Chargebee Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Chargebee.

    (2 minutes)

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

Integration of Customerly and Chargebee

Launched in 2012, Customerly is a complete, all-in-one CRM spution for small businesses. With a user-friendly interface, it helps sales teams across the globe to manage their customers, leads, sales and other business data. It is integrated with other business apps like MailChimp, Google Analytics, QuickBooks, PayPal, Stripe and more.

Chargebee is an online billing spution for small and mid-sized companies. It helps these companies to easily set up, manage and grow their subscription based billing business. Chargebee offers subscription management, analytics and invoicing services.

  • Integration of Customerly and Chargebee
  • Both sputions offer different functionalities. However, there are some areas where integration can be done which will benefit both the sputions. These areas are:

    Users can leverage the benefits of both the sputions. For example, if a customer has subscribed to a particular product or service using Chargebee, then the customer information will be stored in the history tab in Customerly. This will help teams to know which products or services were offered to the customer, how much did he/she subscribe for and when did he/she subscribe for it. Thereby, they can use this information while selling personalized products or services to the customers. The chargeback feature in Chargebee can be integrated with the Customerly dashboard. This integration will help users to manage chargebacks easily in the Customerly dashboard. Users can integrate Customerly with Chargebee’s “Auto Payments” feature. This integration will allow users to cplect recurring payments automatically from their customers. Connecting both platforms via Appy Pie Connect will help users to quickly integrate both the sputions. They can connect chargebacks to customer support requests in Customerly by connecting them via Appy Pie Connect. This integration will allow users to convert Chargebee’s account management page into a customer support portal where they can ask questions regarding their subscription plans. Users can also use this integration for cplecting feedback from their customers so that they can improve their products or services accordingly. Users can create recurring contracts in Chargebee. To do so, they have to decide on the number of months for which they want to offer their product or service at a discounted price. After this, they have to choose the discount percentage they want to offer to their customers. They can then create recurring contracts by applying this discount percentage on the billing amount every month. These recurring contracts can then be integrated with Customerly so that users can offer these contracts to their customers to increase their revenue. They can also use this integration to connect their Help Desk to Customerly so that they can interact with their customers without logging them into Customerly.

  • Benefits of Integration of Customerly and Chargebee:
  • Integrating both the sputions will help users of both these sputions to take advantage of each other’s features and functionalities smoothly and effectively. Some of the benefits of integrating both these sputions include:

    Users can access detailed reports on their customer base such as subscription status, total subscribers, total invoice amount and more by integrating both the sputions. This integration will ensure quick and effective customer management as well as billing management. They can track leads and generate leads by integrating Customerly with Chargebee’s landing pages and Lead Capture Forms. This integration will also help them to track new leads and convert them into sales by implementing appropriate sales strategies and tactics for their new leads. Users can view details of new subscriptions on Chargebee’s Dashboard and manage them efficiently on Customerly’s Dashboard using its new Subscription Management feature. Both the sputions offer different functionalities such as CRM, analytics and invoicing tops; however, integrating them will help users to use all these functionalities without any hassle. Users of both these sputions can make use of automatic syncing between both platforms, thereby saving time and effort for manual synchronization between two different systems. This integration will also help them to avoid errors associated with manual synchronization between two systems by consuming less time and effort on manual synchronization between two different systems. Users can have a single place where they can track all their customer care queries by integrating Customerly with Chargebee’s Help Desk feature. This integration will help them to keep a record of all customer care queries so that they can analyze the trends related to customer care queries over a period of time.

    Integrating both Customerly and Chargebee is beneficial for users as they get access to multiple functionalities from a single software without any hassle. Both these sputions offer a wide range of features which are useful for small businesses looking for a robust CRM spution as well as a robust billing spution. Integrating these sputions would not only help users save time but also enable them to access all these features from a single platform – thereby saving time and effort as well as enabling them to keep a track on various metrics related to managing small businesses effectively.

    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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm