ChargeBee Integration with Revamp CRM  

With ChargeBee’s Revamp CRM integration, you can automatically create and/or update Revamp CRM

records as subscriptions are added through ChargeBee. Keep your team informed, collaborate better and run workflows

Try it for free

ChargeBee Integration Details

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.

How ChargeBee Integration works, when a new customer is created

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘ChargeBee’
    1. You can optionally create a dynamic segment for all contacts with ‘ChargeBee’ tag
    2. Furthermore, automation can run on this segment to create a follow-up task.
  2. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  3. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

How ChargeBee Integration works, when a new subscription is created

You can configure Zapier to:

  1. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  2. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

 

What You Need

  • ChargeBee account
  • Revamp CRM account

About ChargeBee

  • Chargebee is the right tool for subscription businesses of all sizes across industries, whether you are just a starting company or an enterprise with complex needs. Think of Chargebee as your off-the-shelf, plug-and-play billing solution delivered on the cloud.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.

What is next for ChargeBee Integration

  1. Go to Zapier and explore all possible integrations here.
  2. Check over 80 Apps that connects to Revamp CRM here.