Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflowsChargebee Integrations
Agile CRM + MailChimpTurn new Agile CRM Contacts into MailChimp subscribers Read More...
Agile CRM + GmailSend Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
Agile CRM + MailChimpCreate MailChimp Subscribers from tagged Agile CRM Contacts Read More...
It's easy to connect Agile CRM + Chargebee without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Triggers when a customer is created.
Triggers when a new invoice is generated(with line item support).
Triggers when a payment is collected successfully.
Triggers when a subscription is created.
Triggers when a payment fails.
Triggers when a subscription is cancelled.
Triggers when a subscription is scheduled for cancellation.
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Triggers when a subscription is paused.
Triggers when a paused subscription is resumed.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Updates next billing date of a subscription.
Creates a new customer in Chargebee.
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
Pauses a subscription in Chargebee.
Records an offline payment for unpaid invoices.
Resumes a paused subscription in Chargebee
Updates customer details in Chargebee.
As per the trends, the sales teams are required to be available all the time for the customers. Due to this requirement, the sales teams need to carry out their activities at the same place as well as on the go. Agile CRM is an integrated online software which helps in enhancing the customer relationship and increasing the revenue. Chargebee is a simplified online billing and subscription platform that helps in improving the efficiency of the billing process. Integration of Agile CRM and Chargebee will help in creating a unique platform that will help in enhancing the customer engagement and revenue.
The integration of Agile CRM and Chargebee can be done through the fplowing steps:
Agile CRM data can be sent to Chargebee using webhooks or API requests.
Agile CRM data can be sent to Chargebee using webhooks or API requests. This data can then be used to create new charges, credits, subscriptions, etc.
This data can then be used to create new charges, credits, subscriptions, etc. The new charges can then be sent back to Agile CRM to update the data in it.
The new charges can then be sent back to Agile CRM to update the data in it. Any modifications in Agile CRM can be reflected in Chargebee.
Any modifications in Agile CRM can be reflected in Chargebee. The users can also be created on both platforms from one source.
The users can also be created on both platforms from one source. The opportunities will also be created on both platforms from one source.
The opportunities will also be created on both platforms from one source. The activities done on either platform can be shared between both platforms. For example, if an opportunity has been contacted by a sales rep, an activity will be created on Chargebee to reflect this information. This activity can then be updated with more details on Agile CRM after interaction with the customer. Similarly, if a contact is created on Agile CRM it will automatically reflect in Chargebee. This will help in improving the efficiency of the sales team as well as increase the conversion rate.
The process to integrate Agile 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.