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Salesmate.io + Chargebee Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Chargebee

About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

About Chargebee

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

Chargebee Integrations

Best Salesmate.io and Chargebee Integrations

  • Salesmate.io Google Contacts

    Salesmate.io + Google Contacts

    Add new Salesmate contacts to your Google Contacts account Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Spending too much time transferring contacts from one app to the next? Once you set up this integration, Appy Pie Connect will create a Google Contact automatically for every new Salesmate contact, making sure your lists stay up-to-date.
    How This Salesmate-Google Contacts Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect creates a new contact to Google Contacts.
    What You Need
    • Salesmate account
    • Google Contacts account
  • Salesmate.io MailChimp

    Salesmate.io + MailChimp

    Add Salesmate contacts to Mailchimp as new subscribers Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Instead of manually importing mailing lists over and over, Appy Pie Connect can do it for you! Once enabled, this integration will automatically subscribe new Salesmate contacts to a list on Mailchimp so you can be sure they'll get your next update.
    How This Salesmate-Mailchimp Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect adds a new subscriber to Mailchimp.
    What You Need
    • Salesmate account
    • Mailchimp account
  • Salesmate.io Slack

    Chargebee + Slack

    Send Chargebee subscription notifications to Slack Read More...
    When this happens...
    Salesmate.io 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
  • Salesmate.io Google Sheets

    Chargebee + Google Sheets

    Automatically add newly created customers on ChargeBee to Google Sheets Read More...
    When this happens...
    Salesmate.io 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
  • Salesmate.io Xero

    Chargebee + Xero

    Add invoices on Xero for new successful Chargebee charges Read More...
    When this happens...
    Salesmate.io New Payment
     
    Then do this...
    Xero Create Sales Invoice
    Do you want to ensure that your invoicing is as quick as possible? Set up this integration to start your workflows as soon as you get payment on Chargebee. Every new successful charge on ChargeBee will generate a new invoice in Xero from that point forward, ensuring that you never have to slow down for paperwork.
    How This Integration Works
    • When a new charge is approved by ChargeBee
    • Appy Pie Connect creates a new invoice in Xero
    What You Need
    • Chargebee account
    • Xero account
  • Salesmate.io Xero

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

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • 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.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Chargebee Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Salesmate.io 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 Salesmate.io and Chargebee

Salesmate.io?

Salesmate.io is a top that helps to track and manage sales opportunities, including revenue forecasting, lead management, and pipeline growth. It also offers a customer relationship management (CRM. top for sales teams to organize objects such as contacts, leads, accounts, and opportunities.

It allows users to search and filter leads and accounts based on various criteria such as stage of the sales cycle and revenue amount. It also offers direct integration with Gmail, Highrise, and HighRise, so users can communicate with leads and accounts directly from these apps. Users can also directly send emails via Salesmate.io.

Chargebee?

Chargebee is a cloud-based billing and subscription management spution that offers ease of use, reliability, and quick integration with third-party applications.

Chargebee provides actionable insights about customers and their purchase behavior by summarizing the data of all transactions and subscriptions on a single dashboard. It features integration with external applications such as Salesmate.io and Mailchimp for real-time data feed, allowing users to access the information they need at any time.

Integration of Salesmate.io and Chargebee

Both Salesmate.io and Chargebee offer customization options that allow users to create a powerful yet simple setup that meets business needs. Since Chargebee integrates with Salesmate.io, it allows users to easily record new leads through the product’s widget; this integration also removes the need to manually enter leads into Chargebee. Similarly, new contacts created in Chargebee will be automatically added to the list of Salesmate.io contacts. This eliminates the need to re-enter contacts in Salesmate.io if a user has already done so in Chargebee.

In addition to this, Chargebee provides integration with many third-party applications such as Mailchimp, Freshdesk, Zapier, Oracle Eloqua, etc., which can be used to access information from other software programs. For example, by integrating Chargebee with Salesmate.io via Zapier, users can create a lead in Salesmate.io when an opportunity is closed in Chargebee or vice versa. With automatic updates on new forms or emails from Salesmate.io or Chargebee users will always have up-to-date information at hand.

Benefits of Integration of Salesmate.io and Chargebee

The Salesmate.io and Chargebee integration allows some significant benefits that can help businesses improve their workflows immensely:

The process to integrate Salesmate.io 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.