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

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Supported triggers and actions

What does this mean?

Card Expiration
Triggers when a credit card expires.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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Payment Failure
Triggers when a payment fails.
Trigger
Instant
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Payment Method Updates
Triggers when a payment method is updated.
Trigger
Instant
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Subscription Activation
Triggers when a subscription is changed from Trial to Active state.
Trigger
Instant
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Subscription Cancellation
Triggers when a subscription is cancelled.
Trigger
Instant
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New Subscription
Triggers when a subscription is created.
Trigger
Instant
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Subscription Reactivation
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
Trigger
Instant
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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
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New Deal
Triggers when a new deal is created.
Trigger
Scheduled
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- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Scheduled
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- 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
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New Invoice
Triggers when a new invoice is generated(with line item support).
Trigger
Instant
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New Payment Method
Triggers when a payment method is added.
Trigger
Instant
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New Payment
Triggers when a payment is collected successfully.
Trigger
Instant
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
Trigger
Instant
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Trigger
Instant
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Subscription Pause
Triggers when a subscription is paused.
Trigger
Instant
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Subscription Resumption
Triggers when a paused subscription is resumed.
Trigger
Instant
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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
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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

About Chargebee

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

Learn more

Related categories

Payment Processing

Similar apps

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Chargebee + Revamp CRM

Create new people on Revamp CRM for new Chargebee subscriptions

Card Expiration

New Customer

Payment Failure

Payment Method Updates

Subscription Activation

Subscription Cancellation

New Subscription

Subscription Reactivation

Change Next Billing Date

Create Subscription

Record Offline Payment for an Invoice

Update Customer

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Find Existing Subscription

Fetch Customer Subscription Details

Deal Matching Filter

Related Customer Name

Owner Name

Deal PipeLine

Deal Status

Deal Stage

Deal Product

Deal Sales Region

Deal Source

Deal Name

New Deal

Organization Matching Filter

Email

Phone Number

Tags

Order Id

Keyword

Create Person

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

Create Note

Person Name

Person Email

Message

New Customer Type

Disable Editing Note

Created By

Create Task

Due on Time

Duration

Assignee

Note

Is It Done?

Find Deal