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Capsule CRM + Chargebee

Create Chargebee subscriptions for new or updated Capsule CRM opportunities

Effortlessly manage your sales and billing process with this powerful Capsule CRM and Chargebee integration. Whenever a new or updated opportunity occurs in Capsule CRM, a subscription will be created in Chargebee, helping you streamline your customer onboarding experience. Stay organized and save time by automating your workflow, so you can focus on growing your business.

Effortlessly manage your sales and billing process with this powerful Capsule CRM and Chargebee integration. Whenever a new or updated opportunity occurs in Capsule CRM, a subscription will be created in Chargebee, helping you streamline your customer onboarding experience. Stay organized and save time by automating your workflow, so you can focus on growing your business.

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

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    ChargebeeChargebee
    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

    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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