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Chargebee + Redtail CRM

Create Chargebee subscriptions from new Redtail CRM activities

Effortlessly keep track of new activities in Redtail CRM and manage subscriptions in Chargebee with this seamless workflow. When a new activity is created in Redtail CRM, a subscription will be generated in Chargebee, streamlining your customer management process and ensuring your billing records are up-to-date. Stay organized and save time with this powerful automation.

Effortlessly keep track of new activities in Redtail CRM and manage subscriptions in Chargebee with this seamless workflow. When a new activity is created in Redtail CRM, a subscription will be generated in Chargebee, streamlining your customer management process and ensuring your billing records are up-to-date. Stay organized and save time with this powerful automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    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?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About Chargebee

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

Related categories

  • Payment Processing

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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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