1.Detect payment succeeded
Integrate Chargebee and billing data to detect payment succeeded events for downstream renewal updates.
Create renewal deal and update CRM on payment
Automatically monitor subscription payments succeeded across Chargebee, Totango, Formatter by Zapier, and Pipedrive. Create and update renewal deals when payment succeeds, invoice is paid, or subscription renews—so you can create CRM records, update renewal pipelines, and attach payment context without manual follow-up.
How this automation updates renewal deals in your CRM
When payment succeeded events are not processed right away, renewal deals and follow-up context can be delayed and reps lose momentum. This automation formats payment details, upserts CRM organizations and people, and creates and updates renewal deals and notes—so your team can act immediately.
Chargebeeor swap with your favorite app
2.Maps account and product data
Integrate Totango and customer data to send account and product fields for the CRM customer account.
Totangoor swap with your favorite app
3.Formats payment and dates
Integrate Formatter by Zapier and formatting tools to convert payment amounts and timestamps for CRM display.
Formatter by Zapieror swap with your favorite app
4.Search or create organization
Integrate Pipedrive and CRM matching to search by external customer ID and create an organization record.
Pipedriveor swap with your favorite app
5.Search or create person and deal
Integrate Pipedrive and renewal pipeline setup to create a renewal deal and map contact fields for follow-up.
6.Create payment note on deal
Integrate Pipedrive and deal notes to attach payment summaries and the formatted next payment date.
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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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