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Capsule CRM + Chargebee

Create Chargebee customers for new or updated Capsule CRM contacts

Effortlessly keep your Capsule CRM contacts and Chargebee customers in sync with this seamless workflow. Whenever a new or updated contact occurs in Capsule CRM, a corresponding customer will be created in Chargebee. This automation saves time and ensures accurate data across both platforms.

Effortlessly keep your Capsule CRM contacts and Chargebee customers in sync with this seamless workflow. Whenever a new or updated contact occurs in Capsule CRM, a corresponding customer will be created in Chargebee. This automation saves time and ensures accurate data across both platforms.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    ChargebeeChargebee
    Create Customer

    Creates a new customer in Chargebee.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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chargebee logo
chargebee logo

About Chargebee

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

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