Chargebee + Revamp CRM

Create new people on Revamp CRM for new Chargebee subscriptions

Looking for the best way to make sure you've followed up with every potential on Chargebee to maximize their value? Try setting up this Chargebee Revamp CRM integration for some automated person creation. It will listen for new subscriptions on Chargebee, sending that data over to Revamp CRM when one is detected so that a new person can be created for you every time.

When this happens...
New Subscription
Triggers when a subscription is created.
TriggerInstant
automatically do this!
Create Person
Creates a new person.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Card Expiration
Triggers when a credit card expires.
Trigger
Instant
Try It
New Customer
Triggers when a customer is created.
Trigger
Instant
Try It
Payment Failure
Triggers when a payment fails.
Trigger
Instant
Try It
Payment Method Updates
Triggers when a payment method is updated.
Trigger
Instant
Try It
Subscription Activation
Triggers when a subscription is changed from Trial to Active state.
Trigger
Instant
Try It

Subscription Cancellation
Triggers when a subscription is cancelled.
Trigger
Instant
Try It
New Subscription
Triggers when a subscription is created.
Trigger
Instant
Try It

Subscription Reactivation
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Trigger
Instant
Try It
Change Next Billing Date
Updates next billing date of a subscription.
Action
Write
Create Subscription
Creates a new subscription. If you are on Catalog 1.0 of Chargebee, this action allows you to create a subscription and a customer in a single step. If you are on Catalog 2.0 of Chargebee, this action allows you to create a subscription for an existing customer
Action
Write
Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
Action
Write
Update Customer
Updates customer details in Chargebee.
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Subscription IdRequired
Action
Search
- Customer IdRequired
- When a customer has multiple subscriptionsRequired
Action
Search
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Scheduled
Try It
- NameRequired
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write
- SubjectRequired
- TypeRequired
- CustomerRequired
- Due on DateRequired
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search

Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is generated(with line item support).
Trigger
Instant
Try It
New Payment Method
Triggers when a payment method is added.
Trigger
Instant
Try It
New Payment
Triggers when a payment is collected successfully.
Trigger
Instant
Try It
Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
Trigger
Instant
Try It
Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Trigger
Instant
Try It
Subscription Pause
Triggers when a subscription is paused.
Trigger
Instant
Try It
Subscription Resumption
Triggers when a paused subscription is resumed.
Trigger
Instant
Try It
Create Customer
Creates a new customer in Chargebee.
Action
Write
Pause Subscription
Pauses a subscription in Chargebee.
Action
Write
Resume Subscription
Resumes a paused subscription in Chargebee.
Action
Write
Update Subscription
Updates a subscription in Chargebee.
Action
Write
- Customer Id
- Email
- Company
Action
Search
- Subscription IdRequired
- When a subscription has multiple invoicesRequired
Action
Search
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Type
- Completion State
- Assignee
Trigger
Scheduled
Try It
- NameRequired
- CustomerRequired
- PipeLineRequired
- Deal StageRequired
- ValueRequired
- CurrencyRequired
- Expected Date Deal EndsRequired
- Probability
- Owner Name
- Status
- Sales Region
- Product
- Deal Source
Action
Write
- NameRequired
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search