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Integrate Zendesk Sell with Chargebee

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

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About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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 ways to Integrate Zendesk Sell + Chargebee

  • Zendesk Sell Integration Chargebee Integration

    Zendesk Sell + Chargebee

    Resume Subscription in Chargebee when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Chargebee Integration Resume Subscription
  • Zendesk Sell Integration Chargebee Integration

    Zendesk Sell + Chargebee

    Pause Subscription in Chargebee when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Chargebee Integration Pause Subscription
  • Zendesk Sell Integration Chargebee Integration

    Zendesk Sell + Chargebee

    Change Next Billing Date in Chargebee when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Chargebee Integration Change Next Billing Date
  • Zendesk Sell Integration Chargebee Integration

    Zendesk Sell + Chargebee

    Record Offline Payment for an Invoice in Chargebee when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Chargebee Integration Record Offline Payment for an Invoice
  • Zendesk Sell Integration Chargebee Integration

    Zendesk Sell + Chargebee

    Create Customer to Chargebee from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Chargebee Integration Create Customer
  • Zendesk Sell Integration {{item.actionAppName}} Integration

    Zendesk Sell + {{item.actionAppName}}

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

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

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal 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
  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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 Zendesk Sell & Chargebee Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell to Chargebee.

    (2 minutes)

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

Integration of Zendesk Sell and Chargebee

Zendesk Sell

Zendesk Sell is a software-as-a-service (SaaS. spution offered by the customer service and help desk company, Zendesk Inc. which provides an integrated interface for sales and marketing teams to manage their contact data and track their leads and deals. Zendesk Sell can also be used to send targeted emails to customers based on their purchase history or fill out forms, as well as manage their engagement, support tickets and other tasks that are generated from the marketplace.

Chargebee

Chargebee is a subscription management platform for online businesses like SaaS companies. It automates recurring billing and allows organisations to handle all their subscription needs through one central dashboard. It has a robust USP which is the ease of use and integration with different products like Salesforce, Quickbooks etc. The top also lets you set rules for your subscription plans.

Integration of Zendesk Sell and Chargebee

Chargebee provides an integration with Zendesk Sell so that it can be used in a larger context of an organization’s CRM strategy. The integration will allow the users to manage their leads and deal in a more efficient manner. The integration will also help you in tracking the status of your deals easily. You can easily schedule calls, fplow up, set reminders etc. The integrated CRM spution will allow the users to update their customer information easily by creating a simple web form. This way they can also manage their leads and customers in a more productive way.

Benefits of Integration of Zendesk Sell and Chargebee

You can integrate your CRM with ChargeBee to:

The process to integrate Zendesk Sell 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.