Connect Chargebee and Zoho CRM to Build Intelligent Automations
Ready to use Chargebee and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
New Subscription
Triggers when a subscription is created.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your Chargebee integrations.
Find Existing Subscription
Lookup details of an existing subscription.
Get a Customer
Get information of an existing customer by ID.
Delete a Customer
Delete an existing customer by ID.
Delete a Subscription
Delete an existing subscription by ID.
Update Customer
Update an existing customer by ID.
Resume Subscription
Resume an existing subscription by ID.
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Frequently Asked Questions
To start, connect both your Chargebee and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Chargebee data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Chargebee and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chargebee and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Chargebee
Chargebee is a subscription management and billing platform designed for businesses of all sizes. It automates billing processes, manages subscriptions, and provides comprehensive analytics to help businesses optimize their revenue models.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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