1.Detect new subscription created
Integrate Chargebee and subscription triggers to watch for new subscription created and trigger the enrichment workflow.
Update customer company record with new subscription details and notify revenue
Automatically detect new subscription created across Chargebee and HubSpot. Create and update when subscription created, status qualifies, or customer id matchesβso you can enrich CRM company context, update subscription fields, and notify sales without manual handoff.
How this automation updates subscription context for reps
When new subscription created, reps can miss handoff-ready details and updates can lag. This automation delays lookups, enriches HubSpot company records, updates Chargebee subscription fields, and posts a Slack alertβso your team can respond faster.
Chargebeeor swap with your favorite app
2.Pauses for 15 minutes
Integrate Delay by Zapier and scheduling tools to pause 15 minutes before lookups to improve data consistency.
Delay by Zapieror swap with your favorite app
3.Searches company and pulls contact
Integrate HubSpot and CRM enrichment tools to search company by Chargebee customer ID and retrieve company properties and a primary contact.
HubSpotor swap with your favorite app
4.Computes customer segment from motivation
Integrate Formatter by Zapier and lookup tables to translate deal motivation values and compute the customer segment.
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5.Updates subscription custom fields
Integrate Chargebee and subscription metadata to update custom fields with portfolio and segment and map plan info.
6.Posts Slack channel message
Integrate Slack and sales alerting tools to post a concise message with plan details, portfolio size, and HubSpot and subscription links.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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