1.Detect new subscription created
Integrate Chargebee and CRM workflow automation to catch new subscription details and start enrichment for deal updates.
Update CRM deal and tags on new subscription signup
Automatically monitor new subscription created across Chargebee, Formatter by Zapier, Zapier Tables, Pipedrive, and Intercom. Create and update when subscription reference arrives, plan id is detected, or a deal match is foundβso you can update deal fields, tag subscribed users, and align subscription custom fields without manual data entry.
How this automation reconciles CRM deal details
When new subscription created triggers manual reconciliation work, deal fields and tags can drift out of sync across systems. This automation parses subscription details, looks up plan mapping, updates the deal, and tags the right company and usersβso your team can keep CRM context current.
Chargebeeor swap with your favorite app
2.Parses subscription reference and plan id
Integrate Formatter by Zapier and data extraction tools to parse the company reference and plan id for mapping later.
Formatter by Zapieror swap with your favorite app
3.Looks up plan mapping by plan id
Integrate Zapier Tables and reporting data tools to retrieve plan name and billing term from your plan mapping table.
Zapier Tablesor swap with your favorite app
4.Finds and updates the matching deal
Integrate Pipedrive and CRM update tools to update deal value, billing frequency, references, and subscribed stage fields.
Pipedriveor swap with your favorite app
5.Creates or updates company and tags users
Integrate Intercom and contact tagging tools to create or update the company record and add subscribed tags.
Intercomor swap with your favorite app
6.Updates subscription custom fields
Integrate Chargebee and CRM field tools to write account owner and business reference back to subscription custom fields.
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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.
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