Overview

Chargebee’s integration with Pipedrive ensures that you can enrich contacts in the CRM with critical subscription data including subscription, invoice, customer and company details.

Sales teams can now be kept up to date on the status of a customer when they sign up for trial, make changes to subscriptions and add-ons or even pay an invoice. By automating a range of workflows, sales teams can now have the most updated, contextual and relevant subscriber info immediately available, without ever having to jump out of Pipedrive.

Features

Sync customer and subscription details to Pipedrive

Eliminate the need for sales teams to ‘check in’ with the billing team, by syncing customer and subscription details from Chargebee to Pipedrive.

Automatically create and update deals

Manage your sales pipeline effectively, by automatically creating and updating deals, when a subscription is created or modified in Chargebee.

Define automation rules

Set automation rules to define how, and when data syncs into Pipedrive from Chargebee.
Data Flow
Pipedrive DataData FlowChargebee Data
Personarrow-iconCustomer
Organisationarrow-iconCustomer
Dealsarrow-iconSubscription
Details
PUBLISHER
Category
Learn More & Support