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Zoho CRM + Chargebee Integrations

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

About 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.

About Chargebee

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

Chargebee Integrations

Best Zoho CRM and Chargebee Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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    {{item.message}} Read More...
    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Zoho CRM + Chargebee in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created 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.

    Actions
  • 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 & Chargebee Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM 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 Zoho CRM and Chargebee

Zoho is a fast-growing software firm that provides the best cloud computing sputions. Zoho CRM was introduced to bring together all your customer information into one place and allow you to manage contacts, create deals, track leads and sales activities effectively. You can use Zoho CRM free for 14 days and start integrating with Chargebee and access powerful features.

Chargebee is an online subscription billing service for SaaS businesses. You can integrate Chargebee with your Zoho CRM account and manage your subscription payments and invoices easily. Integrating Zoho CRM with Chargebee allows you to manage your contacts, create deals, track leads and sales activities effectively.

II.A Integration of Zoho CRM and Chargebee

Integrating Zoho CRM and Chargebee allows you to manage your contacts, create deals, track leads and sales activities effectively. Contact management is a critical part of any SaaS business. With Zoho CRM, you can store all your customer contact details in one place. When you integrate Zoho CRM with Chargebee, it will enable you to import all your contacts from Zoho CRM into Chargebee. This way, you can add all your contacts from Zoho CRM into Chargebee and complete your address book in Chargebee.

You can create deals using Zoho CRM or Chargebee individually, but integrating these apps together will let you create deals in more than one app at a time. So, if you want to create a deal in Zoho CRM and Chargebee at the same time, then you can use the integration feature to do so.

Leads are important to know about the potential customers who are not yet ready to buy your product or service. Using lead capture forms on your website is one way to cplect leads. As soon as a visitor fills out the form, you can send them a notification through email or SMS. With the Zoho CRM integration for Chargebee, you can create a lead capture form in chargebee and submit it as a contact in Zoho CRM. Also, when you set up Zoho CRM integration for Chargebee, you have the option to save leads in chargebee automatically as contacts in Zoho CRM. This means that every time a lead is saved in chargebee, it will be added as a contact automatically in Zoho CRM too. Also, when you choose this option, whenever a lead changes his/her status from new to prospect or even from prospect to customer, it will reflect in your Zoho CRM account as well.

Using Zoho CRM and Chargebee for sales activities is very easy. When you have integrated these two apps together, creating invoices is much easier than before. Using the integration feature, you can create an invoice directly from Zoho CRM by clicking on ‘Create Invoice’. When you integrate Chargebee with Zoho CRM, you can also generate an invoice directly from Chargebee by clicking on the ‘Generate Invoice’ button. So now, when you click on ‘Create Invoice’ in Zoho CRM (or ‘Generate Invoice’ button in Chargebee), it will open up an invoice in both apps together. That means you can create an invoice in Zoho CRM and Chargebee simultaneously without having to switch back and forth between the two apps. This helps small businesses save time and money by doing their work more efficiently.

With the help of this integration feature, you can track your sales activities easily since both apps are integrated together. For instance, when a customer pays his/her bill in chargebee, it will reflect in the ‘Paid Bill’ section of Zoho CRM too. And when a client is marked as paid in Zoho CRM, it will reflect as paid in Chargebee too. This makes it easy to keep track of all the sales activities happening in both apps at once without having to switch between them. So overall, using Chargebee with Zoho CRM helps businesses run smoothly by saving time and effort of switching back and forth between multiple apps to get their work done efficiently.

In this article, we learned how we can integrate Zoho CRM with Chargebee to manage our sales activities and contacts effectively without having to switch back and forth between multiple apps. If you have any questions or feedback related to this topic or would like us to write on any other topic related to Salesforce or cloud computing in general, feel free to post your comments below or email us at info@chargebee.com

The process to integrate Zoho 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.