Integrate Zoho CRM with Chargebee

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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.

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

Explore quick connects
Connect Zoho CRM + Chargebee in easier way

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

  • Triggers
  • 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.

  • 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 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.)

  • 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 Zoho CRM & Chargebee Integrations Work

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

    (2 minutes)

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

Integration of Zoho CRM and Chargebee

Zoho is a fast-growing software firm that provides the best cloud computing sputions. Zoho CRM was introduced to bring together all your customer information into one place and allow you to manage contacts, create deals, track leads and sales activities effectively. You can use Zoho CRM free for 14 days and start integrating with Chargebee and access powerful features.

Chargebee is an online subscription billing service for SaaS businesses. You can integrate Chargebee with your Zoho CRM account and manage your subscription payments and invoices easily. Integrating Zoho CRM with Chargebee allows you to manage your contacts, create deals, track leads and sales activities effectively.

II.A Integration of Zoho CRM and Chargebee

Integrating Zoho CRM and Chargebee allows you to manage your contacts, create deals, track leads and sales activities effectively. Contact management is a critical part of any SaaS business. With Zoho CRM, you can store all your customer contact details in one place. When you integrate Zoho CRM with Chargebee, it will enable you to import all your contacts from Zoho CRM into Chargebee. This way, you can add all your contacts from Zoho CRM into Chargebee and complete your address book in Chargebee.

You can create deals using Zoho CRM or Chargebee individually, but integrating these apps together will let you create deals in more than one app at a time. So, if you want to create a deal in Zoho CRM and Chargebee at the same time, then you can use the integration feature to do so.

Leads are important to know about the potential customers who are not yet ready to buy your product or service. Using lead capture forms on your website is one way to cplect leads. As soon as a visitor fills out the form, you can send them a notification through email or SMS. With the Zoho CRM integration for Chargebee, you can create a lead capture form in chargebee and submit it as a contact in Zoho CRM. Also, when you set up Zoho CRM integration for Chargebee, you have the option to save leads in chargebee automatically as contacts in Zoho CRM. This means that every time a lead is saved in chargebee, it will be added as a contact automatically in Zoho CRM too. Also, when you choose this option, whenever a lead changes his/her status from new to prospect or even from prospect to customer, it will reflect in your Zoho CRM account as well.

Using Zoho CRM and Chargebee for sales activities is very easy. When you have integrated these two apps together, creating invoices is much easier than before. Using the integration feature, you can create an invoice directly from Zoho CRM by clicking on ‘Create Invoice’. When you integrate Chargebee with Zoho CRM, you can also generate an invoice directly from Chargebee by clicking on the ‘Generate Invoice’ button. So now, when you click on ‘Create Invoice’ in Zoho CRM (or ‘Generate Invoice’ button in Chargebee), it will open up an invoice in both apps together. That means you can create an invoice in Zoho CRM and Chargebee simultaneously without having to switch back and forth between the two apps. This helps small businesses save time and money by doing their work more efficiently.

With the help of this integration feature, you can track your sales activities easily since both apps are integrated together. For instance, when a customer pays his/her bill in chargebee, it will reflect in the ‘Paid Bill’ section of Zoho CRM too. And when a client is marked as paid in Zoho CRM, it will reflect as paid in Chargebee too. This makes it easy to keep track of all the sales activities happening in both apps at once without having to switch between them. So overall, using Chargebee with Zoho CRM helps businesses run smoothly by saving time and effort of switching back and forth between multiple apps to get their work done efficiently.

In this article, we learned how we can integrate Zoho CRM with Chargebee to manage our sales activities and contacts effectively without having to switch back and forth between multiple apps. If you have any questions or feedback related to this topic or would like us to write on any other topic related to Salesforce or cloud computing in general, feel free to post your comments below or email us at [email protected]

The process to integrate Zoho CRM 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 March 14,2023 02:59 pm