Chargebee + LeadConnector

Activate new Chargebee subscriptions to add or update opportunities in LeadConnector

Easily manage your sales opportunities with this efficient workflow. When a new subscription gets activated in Chargebee, the same information reflects in LeadConnecter by creating or updating an opportunity. This seamless integration streamlines your sales process by keeping track of subscription-based sales opportunities, saving you time and enhancing productivity.

When this happens...
Subscription Activation
Triggers when a subscription is changed from Trial to Active state.
TriggerInstant
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Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription IdRequired
Action
Search
- Customer IdRequired
- When a customer has multiple subscriptionsRequired
Action
Search
- 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
Action
Write
- 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)
Action
Write
- 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
Action
Write

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
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First 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
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write