Connect Drift and Chargebee to Build Intelligent Automations

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Drift

When this happens...

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Chargebee

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Ready to use Drift and Chargebee automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Subscription Created

New Subscription Created

Runs when a new subscription is created.

New Customer Created

New Customer Created

Runs when a new customer is created.

New Invoice Generated

New Invoice Generated

Runs when a new invoice is generated in Chargebee.

Payment Succeeds

Payment Succeeds

Runs when a payment succeeds.

New Payment Source Added

New Payment Source Added

Runs when a new payment source is added to an account.

Subscription Is Cancelled

Subscription Is Cancelled

Runs when a subscription is cancelled.

Do thisActions

Action is the task that follows automatically within your Drift integrations.

Update Known Contact

Update Known Contact

Updates an existing contact.

Create or Update Contact From External

Create or Update Contact From External

Creates or updates a contact.

Find User by End User Id

Find User by End User Id

Lookup User information by their end user id.

Find User by Anonymous Id

Find User by Anonymous Id

Lookup data for an existing user by their anonymous id.

Find Customers

Find Customers

Finds customers in Chargebee by ID, name, email, or recent activity and provides their details.

Update Customer

Update Customer

Updates an existing customer's details in Chargebee.

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Frequently Asked Questions

How do I start an integration between Drift and Chargebee?

To start, connect both your Drift and Chargebee accounts to viaSocket. Once connected, you can set up a workflow where an event in Drift triggers actions in Chargebee (or vice versa).

Can we customize how data from Drift is recorded in Chargebee?

Absolutely. You can customize how Drift data is recorded in Chargebee. This includes choosing which data fields go into which fields of Chargebee, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Drift and Chargebee?

The data sync between Drift and Chargebee typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Drift to Chargebee?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Drift and Chargebee?

Yes, you can set conditional logic to control the flow of data between Drift and Chargebee. 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.

Drift

About Drift

Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.

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Chargebee

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.

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