Integrate Salesmate.io with Chargebee

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Chargebee

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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 Salesmate.io + Chargebee quick connects for faster integration? Here’s our list of the best Salesmate.io + Chargebee quick connects.

Explore quick connects
Connect Salesmate.io + Chargebee in easier way

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

  • Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Chargebee Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Chargebee.

    (2 minutes)

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

Integration of Salesmate.io and Chargebee

Salesmate.io?

Salesmate.io is a top that helps to track and manage sales opportunities, including revenue forecasting, lead management, and pipeline growth. It also offers a customer relationship management (CRM. top for sales teams to organize objects such as contacts, leads, accounts, and opportunities.

It allows users to search and filter leads and accounts based on various criteria such as stage of the sales cycle and revenue amount. It also offers direct integration with Gmail, Highrise, and HighRise, so users can communicate with leads and accounts directly from these apps. Users can also directly send emails via Salesmate.io.

Chargebee?

Chargebee is a cloud-based billing and subscription management spution that offers ease of use, reliability, and quick integration with third-party applications.

Chargebee provides actionable insights about customers and their purchase behavior by summarizing the data of all transactions and subscriptions on a single dashboard. It features integration with external applications such as Salesmate.io and Mailchimp for real-time data feed, allowing users to access the information they need at any time.

Integration of Salesmate.io and Chargebee

Both Salesmate.io and Chargebee offer customization options that allow users to create a powerful yet simple setup that meets business needs. Since Chargebee integrates with Salesmate.io, it allows users to easily record new leads through the product’s widget; this integration also removes the need to manually enter leads into Chargebee. Similarly, new contacts created in Chargebee will be automatically added to the list of Salesmate.io contacts. This eliminates the need to re-enter contacts in Salesmate.io if a user has already done so in Chargebee.

In addition to this, Chargebee provides integration with many third-party applications such as Mailchimp, Freshdesk, Appy Pie Connect, Oracle Eloqua, etc., which can be used to access information from other software programs. For example, by integrating Chargebee with Salesmate.io via Appy Pie Connect, users can create a lead in Salesmate.io when an opportunity is closed in Chargebee or vice versa. With automatic updates on new forms or emails from Salesmate.io or Chargebee users will always have up-to-date information at hand.

Benefits of Integration of Salesmate.io and Chargebee

The Salesmate.io and Chargebee integration allows some significant benefits that can help businesses improve their workflows immensely:

The process to integrate Salesmate.io and Chargebee 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