Chargebee + Maximizer CRM

Chargebee + Maximizer CRM integrations

Create or update Maximizer contacts for new Chargebee customers

Ensure your Maximizer contacts remain up-to-date with new customers from Chargebee. With this workflow, each time a new customer is added in Chargebee, their contact details will be automatically created or updated in Maximizer. Stay organized and enhance efficiency by maintaining precise contact information across your sales and marketing platforms.

When this happens...
New CustomerTriggers when a customer is created.
TriggerInstant

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More things you can do with Chargebee and Maximizer CRM

Discover other triggers and actions you can use with Chargebee and Maximizer CRM

Card Expiration
Triggers when a credit card expires.
Trigger
Instant
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New Customer
Triggers when a customer is created.
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Instant
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Payment Failure
Triggers when a payment fails.
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Payment Method Updates
Triggers when a payment method is updated.
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Instant
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Subscription Activation
Triggers when a subscription is changed from Trial to Active state.
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Subscription Cancellation
Triggers when a subscription is cancelled.
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New Subscription
Triggers when a subscription is created.
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Subscription Reactivation
Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state.
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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 error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription Id
  Required
Action
Search
- Customer Id
  Required
- When a customer has multiple subscriptions
  Required
Action
Search

Customer Details Updates
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
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New Invoice
Triggers when a new invoice is generated(with line item support).
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New Payment Method
Triggers when a payment method is added.
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New Payment
Triggers when a payment is collected successfully.
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Subscription Cancellation Scheduled
Triggers when a subscription is scheduled for cancellation.
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Subscription Details Updates
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
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Subscription Pause
Triggers when a subscription is paused.
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Subscription Resumption
Triggers when a paused subscription is resumed.
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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 Id
  Required
- When a subscription has multiple invoices
  Required
Action
Search

About Chargebee

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

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Payment Processing

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About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Create leads in Maximizer for new Chargebee subscriptions

Generate notes in Maximizer, send messages through Teams, and emails via Microsoft Outlook when new subscriptions are canceled in Chargebee