Connect Chargebee and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Subscription
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Use the Built-in Integrations
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 in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
Action is the task that follows automatically within your Chargebee integrations.
Find Existing Subscription
Lookup details of an existing subscription.
List Contact of a Customer
Get list of all the contacts of a customer.
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.
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Frequently Asked Questions
To start, connect both your Chargebee and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Chargebee data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Chargebee and Kylas 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 Kylas 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 Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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