1.Triggers on successful payment
Integrate Chargebee and payment data to map payment reference and amount into deal amount, plus map customer email to contact email.
Create deal and send welcome email for payments
Automatically monitor successful payment events across Chargebee and your CRM stack. Create and update when payment succeeds, subscriptions start, or one-off purchases completeβso you can create deal records, enrich contacts, and send welcome emails without manual reporting.
How this automation turns payments into welcome-ready deals
When payment succeeded events hit but CRM updates lag, deals stay unqualified and customers do not get timely onboarding. This automation converts payments into CRM deals, normalizes product and deal fields, and sends the right welcome emailβso your team can respond without manual entry.
Chargebeeor swap with your favorite app
2.Calculates impact and routing flags
Integrate Code by Zapier and calculation tools to compute CO2 impact and detect same-day subscription, then return routing flags.
Code by Zapieror swap with your favorite app
3.Normalizes product and billing cadence
Integrate Formatter by Zapier and transformation rules to standardize product description, currency, and billing cadence for deal naming.
Formatter by Zapieror swap with your favorite app
4.Finds contact and creates deal
Integrate HubSpot and CRM tools to find or create contacts by email, create deals, and associate them to the contact.
HubSpotor swap with your favorite app
5.Sends welcome or one-off message
Integrate Mailchimp Transactional and template fields to send the right transactional email using amount, product, CO2, and next charge.
Mailchimp Transactionalor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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