Zoho CRM Chargebee Integration using AI Agents
Appy Pie Automate allows you to Integrate Zoho CRM with Chargebee using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
Simplify Zoho CRM Chargebee Integration with seamless setup
Easily set up Zoho CRM Chargebee Integration without coding. Start automating your workflows and Integrate Zoho CRM with Chargebee today.
-
New Contact
Triggers when a new contact is added.
-
New or Updated Module Entry
Triggers instantaneously when an entry is created or modified 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.
-
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.
-
New Contact
Triggers when a new contact is added.
-
New or Updated Module Entry
Triggers instantaneously when an entry is created or modified 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.
-
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 and Chargebee Integrations Work
Follow the steps below to start setting up your Zoho CRM integrations using Appy Pie Automate: using Appy Pie Automate:
-
Step 1: Select Trigger
Choose Zoho CRM as the trigger app, select event, authenticate & successfully Test
-
Step 2: Select Action
After completing the trigger test, select Chargebee as the action app from the list.
-
Step 3: Authenticate
Connect your Chargebee account & authenticate it.
-
Step 4: Setup & Test
Select the data you want to send from Zoho CRM to Chargebee & your AI Agent is ready!
Choose the app you want to Integrate with Zoho CRM and Chargebee
- Zoho CRM Google Sheets
- Zoho CRM Slack
- Zoho CRM Trello
- Zoho CRM Google Calendar
- Zoho CRM Google Drive
- Zoho CRM Microsoft Outlook
- Zoho CRM Zoom
- Zoho CRM Gmail
- Zoho CRM MailChimp
- Zoho CRM Facebook Lead Ads
- Zoho CRM LinkedIn
- Zoho CRM WordPress
- Zoho CRM Asana
- Zoho CRM QuickBooks Online
- Zoho CRM HubSpot
- Chargebee Stripe
- Chargebee Paypal
- Chargebee WooCommerce
- Chargebee Shopify
- Chargebee QuickBooks Online
- Chargebee Xero
- Chargebee MailChimp
- Chargebee FreshBooks
- Chargebee Zoho Books
- Chargebee Zoho CRM
- Chargebee Salesforce
- Chargebee HubSpot
- Chargebee Slack
- Chargebee Google Sheets
- Chargebee Google Calendar
Popular Templates for Zoho CRM and Chargebee Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Resume Subscription in Chargebee when New Contact is created in Zoho CRM
-
When this happens:
New Contact
-
Then do this:
Resume Subscription
Pause Subscription in Chargebee when New Contact is created in Zoho CRM
-
When this happens:
New Contact
-
Then do this:
Pause Subscription
Change Next Billing Date in Chargebee when New Contact is created in Zoho CRM
-
When this happens:
New Contact
-
Then do this:
Change Next Billing Date
Record Offline Payment for an Invoice in Chargebee when New Contact is created in Zoho CRM
-
When this happens:
New Contact
-
Then do this:
Record Offline Payment for an Invoice
Create Subscription to Chargebee from New Contact in Zoho CRM
-
When this happens:
New Contact
-
Then do this:
Create Subscription
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
-
What Is 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.
-
What Is 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.
-
How Zoho CRM and Chargebee Integrations Work?
The integration between Zoho CRM and Chargebee is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Zoho CRM and Chargebee. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
-
Is the Integration Between Zoho CRM and Chargebee secure?
While assessing the security of integrating Zoho CRM with Chargebee, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Zoho CRM-Chargebee integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Zoho CRM and Chargebee integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
-
What are AI Agents?
AI Agents in Appy Pie Automate are smart tools designed to streamline workflows by automating repetitive tasks. They work on a trigger-action model, where a specific trigger event performs a predefined action . For example, receiving an email (trigger) can automatically save an attachment to cloud storage (action). These agents connect different apps, enabling easy data transfer and efficient task management. They help save time, reduce manual work, and boost productivity with minimal effort.
All-in-one integration tool for web and mobile apps
Use the most powerful applications integration platform
Get Started Free