Connect Chargebee and Microsoft Dynamics 365 CRM to power AI-driven automation

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Start with a template that brings Chargebee and Microsoft Dynamics 365 CRM together. Build enterprise-grade automation in minutes.

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Create Chargebee subscriptions for new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Chargebee
Create Chargebee customers from new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Chargebee
Create Chargebee customers from new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Chargebee
Create Chargebee subscriptions for new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Chargebee

Create Chargebee subscriptions for new Microsoft Dynamics 365 CRM contacts

Details

Try it

Microsoft Dynamics 365 CRM + Chargebee

Create Chargebee customers from new Microsoft Dynamics 365 CRM leads

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Microsoft Dynamics 365 CRM + Chargebee

Create Chargebee customers from new Microsoft Dynamics 365 CRM contacts

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Microsoft Dynamics 365 CRM + Chargebee

Create Chargebee subscriptions for new Microsoft Dynamics 365 CRM leads

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Microsoft Dynamics 365 CRM + Chargebee

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Card Expiration" from Chargebee.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects Chargebee and Microsoft Dynamics 365 CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 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
- Info
Trigger
Polling
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- Info
Trigger
Polling
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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- Info
Trigger
Polling
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- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or 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 Id
  Required
- When a subscription has multiple invoices
  Required
Action
Search
New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Chargebee and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Chargebee on the Zapier blog

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Make work flow with AI

Level up your Chargebee to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Chargebee + Microsoft Dynamics 365 CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Chargebee and Microsoft Dynamics 365 CRM

How can I connect Chargebee to Microsoft Dynamics 365 CRM?

To connect Chargebee with Microsoft Dynamics 365 CRM, start by setting up the integration in your Chargebee account. You’ll need to use our connector, which allows you to set specific triggers and actions for syncing data between the two platforms. This setup process involves authenticating both accounts and selecting the desired data flows.

Can I automatically create a new contact in Dynamics 365 CRM when a new subscription is created in Chargebee?

Yes, by using our integration, you can set up a trigger action so that whenever a new subscription is created in Chargebee, it automatically creates a new contact in Microsoft Dynamics 365 CRM. You'll need to define this rule in your integration settings.

Is it possible to update existing records in Dynamics 365 based on changes made in Chargebee?

Absolutely! You can configure triggers that detect changes in Chargebee—such as updates to customer details or subscription status—and accordingly update existing records in Dynamics 365 CRM.

How do I handle failed payments between the systems?

You can set up an action within our integration to log any failed payment attempts from Chargebee into Dynamics 365 CRM. This might include creating tasks for follow-up or updating the customer's payment status automatically.

Are custom fields supported during synchronization between Chargebee and Dynamics 365 CRM?

Yes, custom fields are supported. During configuration, you can map custom fields from Chargebee to corresponding fields within Dynamics 365 CRM ensuring personalized data management and extraction.

What happens if there's an error during data sync between the platforms?

Errors during synchronization are logged within our system. You will receive notifications detailing the error type, with potential solutions for troubleshooting alleged issues either on Chargebee or Dynamics CRM sides.

Can I choose specific customers or subscriptions from Chargebee to sync with Microsoft Dynamics 365?

Yes, you have control over which customers or subscriptions should be synchronized from Chargebee into Microsoft Dynamics 365 by defining specific criteria or filters within your integration settings.

About Chargebee

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

Learn moreLearn moreHelpHelp

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Chargebee and Microsoft Dynamics 365 CRM to power AI-driven automation

Launch your first automated workflow

Create Chargebee subscriptions for new Microsoft Dynamics 365 CRM contacts

Create Chargebee customers from new Microsoft Dynamics 365 CRM leads

Create Chargebee customers from new Microsoft Dynamics 365 CRM contacts

Create Chargebee subscriptions for new Microsoft Dynamics 365 CRM leads

Create Chargebee subscriptions for new Microsoft Dynamics 365 CRM contacts

Create Chargebee customers from new Microsoft Dynamics 365 CRM leads

Create Chargebee customers from new Microsoft Dynamics 365 CRM contacts

Create Chargebee subscriptions for new Microsoft Dynamics 365 CRM leads

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Chargebee and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Chargebee on the Zapier blog

4 ways to automate Chargebee with Zapier

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Make work flow with AI

Frequently Asked Questions about Chargebee + Microsoft Dynamics 365 CRM integrations

Connect Chargebee to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform