1.Monitors scheduled subscription cancellations
Integrate Chargebee and billing alerts to detect cancellation scheduled events and start renewal tracking with accurate renewal context.
Create renewal deal and follow-ups for expiring subscriptions
Automatically detect subscription cancellation scheduled events across Chargebee and qualify them in your CRM workflow with Zapier. Automatically create renewal deals, update account health in Totango, and schedule tiered follow-up tasks across Pipedrive so you can protect revenue without manual deal setup or outreach planning.
How this automation creates renewal opportunities fast
When subscription cancellations get scheduled, renewals can slip and revenue can stall. This automation filters qualifying cancellations, computes expected close and reminder dates, updates Totango account records, and creates renewal deals and follow-up tasksβso your team can reach customers at the right time.
Chargebeeor swap with your favorite app
2.Filters qualifying Enterprise subscriptions
Integrate Filter by Zapier and subscription rules to continue only for plan matches and exclude internal or partner accounts.
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3.Computes close and reminder dates
Integrate Formatter by Zapier and date tools to map renewal dates to expected close and create -45, -30, and -15 reminders.
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4.Updates account and product snapshot
Integrate Totango and customer success data to update account health fields and product record fields with renewal dates.
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5.Finds or creates organization and person
Integrate Pipedrive and CRM identity matching to find or create organization and person records by account ID and email.
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6.Creates deal and schedules renewal tasks
Integrate Pipedrive and sales task tools to create a renewal deal with notes and schedule three outreach tasks.
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Explore all subscription renewal workflows automations
Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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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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