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pipelinedeals + Chargebee Integrations

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

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

About Chargebee

Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows

Chargebee Integrations

Best pipelinedeals and Chargebee Integrations

  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    pipelinedeals Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • pipelinedeals Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • pipelinedeals MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • pipelinedeals Slack

    Chargebee + Slack

    Send Chargebee subscription notifications to Slack Read More...
    When this happens...
    pipelinedeals New Subscription
     
    Then do this...
    Slack Send Channel Message
    If you’re using Slack to handle customer support, you can notify your team members directly from ChargeBee about new subscriptions. This integration will make things more organized as there will be no need to go to different platforms for the same task. Set up this ChargeBee-Slack integration and automatically send messages to Slack whenever ChargeBee new subscriptions are created on ChargeBee.
    How This Chargebee-Slack Integration Works
    • A new subscription is created on ChargeBee
    • Appy Pie Connect automatically sends a message on Slack
    Apps Involved
    • ChargeBee
    • Slack
  • pipelinedeals Google Sheets

    Chargebee + Google Sheets

    Automatically add newly created customers on ChargeBee to Google Sheets Read More...
    When this happens...
    pipelinedeals New Subscription
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to send new Chargebee subscriptions to a google spreadsheet? With this Chargebee-Google Sheets integration, you can do that. After setting this integration up, Appy Pie Connect will automatically create a new row on a specified Google Sheet with details of new subscriptions sent to Chargebee.
    How Does It Work?
    • When you add a new subscription to Chargebee
    • Appy Pie Connect creates a new row in Google Sheets for you.
    What You Require
    • Chargebee account
    • Google Sheets
  • pipelinedeals Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    pipelinedeals {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect pipelinedeals + Chargebee in easier way

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & Chargebee Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate pipelinedeals with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Chargebee as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Chargebee with Appy Pie Connect.

    (2 minutes)

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

Integration of pipelinedeals and Chargebee

pipelinedeals?

Pipelinedeals is a marketing automation platform for retail and ecommerce companies. It enables them to drive sales by using automated email campaigns that improve the online shopping experience, nurture potential customers, and reduce cart abandonment.

Pipelinedeals integrates with other popular platforms like Magento, Shopify, BigCommerce, and more.

Chargebee?

ChargeBee is an online subscription billing platform for on-demand companies. It provides an end-to-end spution for recurring billing that includes payment processing, customer support, fraud prevention, and dunning. The platform is suitable for SaaS companies as well as B2B or B2C companies that offer subscription-based products and services.

ChargeBee allows you to manage multiple subscriptions by using distinct billing plans. You can define custom fields for each plan to track and analyze your data in a way that suits your business needs.

Integration of pipelinedeals and Chargebee

Pipelinedeals is integrated with Chargebee’s billing software so you can leverage the benefits of both platforms.

With this integration, you can automate your marketing campaigns such as email nurturing, order confirmations, welcome mails, etc. Additionally, you can also create effective email drip campaigns that will enable you to nurture potential customers at every stage of the purchase funnel. This will reduce the chances of losing potential leads and increase the conversion rate of your funnel.

Benefits of Integration of pipelinedeals and Chargebee

There are numerous benefits that this integration offers to businesses. Pipelinedeals is designed to help companies increase the number of leads generated from their website. However, Chargebee offers additional features that enable you to take your marketing efforts one step further. You can use the Chargebee API to send emails through Pipelinedeals in the CRM system. This will help you identify your customers better and build deeper relationships with them. Here are some other benefits of integrating Pipelinedeals and Chargebee:

  • Seamless Integration. The platforms have been built on the same codebase, which makes it possible to integrate Pipelinedeals with Chargebee seamlessly. As a result, companies can simply use the same tops to optimize their marketing efforts on both platforms.
  • Automatic Payment Processing. With Pipelinedeals’ integration with Chargebee, you don’t have to manually pay your invoices. You can simply pay them from within Chargebee. It supports PayPal and Stripe payment gateways so even if your customers are not using Stripe or PayPal accounts, they will still be able to make payments without any hassle.
  • Time Saving. When you integrate Pipelinedeals with Chargebee, you don’t have to go into the back end of your system and update anything manually. Everything is carried out automatically so you don’t have to waste time on repetitive tasks. You can focus on growing your business instead of wasting time on repetitive tasks.

The process to integrate pipelinedeals 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.