Chargebee + LeadConnector
"create new Chargebee customers when pipeline stages change in LeadConnector"
Swiftly respond to potential leads by setting up this efficient workflow between LeadConnector and Chargebee. As soon as your pipeline stage changes in LeadConnector, a new customer is instantly created in Chargebee. This smooth process not only saves time but also ensures consistent data entry, contributing to a more streamlined lead management and conversion process.
Swiftly respond to potential leads by setting up this efficient workflow between LeadConnector and Chargebee. As soon as your pipeline stage changes in LeadConnector, a new customer is instantly created in Chargebee. This smooth process not only saves time but also ensures consistent data entry, contributing to a more streamlined lead management and conversion process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a new customer in Chargebee.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Card Expiration
Triggers when a credit card expires.
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Try It
