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Chargebee HubSpot
Create a contact in HubSpot when a specific customer is created in Chargebee
Try this template
Chargebee HubSpot

Create a contact in HubSpot when a specific customer is created in Chargebee

Launch this workflow to connect Chargebee & HubSpot !
Try this template

■Overview

Do you find it time-consuming to manually register new customer information from Chargebee in HubSpot every time a customer is created?
This repetitive task can lead to data entry errors and missed follow-ups.
With this workflow, you can connect Chargebee and HubSpot to automate contact creation based on customer information, smoothly resolving these challenges.

■Recommended for

  • Anyone using both Chargebee and HubSpot who finds it time-consuming to enter customer data twice
  • Anyone looking to automate the connection between subscription customer management and their CRM to improve operational efficiency
  • Anyone looking to prevent manual data transfer errors and maintain accurate customer information

■Benefits of using this template

  • Contacts are automatically created in HubSpot whenever a customer is created in Chargebee, reducing the time spent on manual data entry
  • Automated processing helps prevent human errors such as data entry mistakes and missed registrations caused by manual transfers

■How the workflow works

  1. First, connect Chargebee and HubSpot with Yoom
  2. Next, select Chargebee as the trigger and set the action to “When a customer is created”
  3. Then, configure branching in the operation so that subsequent steps run only when specific conditions are met
  4. Finally, set the HubSpot “Create contact” action in the operation to create a contact based on the information retrieved from Chargebee

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

  • Set any conditions for the branching logic, such as targeting only customers on specific plans or customers in specific countries or regions
  • When creating a contact in HubSpot, choose which fields to map information such as the customer’s name and email address retrieved from Chargebee to

■Notes

  • ‍‍Connect both Chargebee and HubSpot with Yoom.
  • Branching is an operation available on the Mini plan and above. On the Free plan, configured flow bot operations will result in an error.
  • Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and operations that are otherwise subject to plan restrictions.
  • See below for how to retrieve data from Chargebee.
    How to retrieve data from Chargebee
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About the Apps
Chargebee
Yoom allows you to integrate with Chargebee without code and automate operations on Chargebee via API. For example, when a deal is closed in a CRM like Salesforce or HubSpot, you can register customer information in Chargebee or automatically send invoices.
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About the apps you use
Chargebee
Yoom allows you to integrate with Chargebee without code and automate operations on Chargebee via API. For example, when a deal is closed in a CRM like Salesforce or HubSpot, you can register customer information in Chargebee or automatically send invoices.
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No-Code API Actions
Executable API actions
All
Chargebee
HubSpot
Flowbot triggers
    When a Customer Is Created
    When a Customer Is Changed
    When a Customer Is Deleted
    When a Subscription Is Created
    When a Subscription Is Paused
    When Subscription Is Reactivated
    When Invoice Is Created
    When Invoice Is Updated
    When Invoice Is Deleted
    When Item Is Created
    When Item Is Updated
    When Item Is Deleted
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Create Customer
    Update Customer
    Delete Customer
    Search Customers
    Retrieve Customer
    Add Contact Information
    Delete Customer Contact
    List Customer Contacts
    Create Item
    Update Item
    Delete Item
    List Items
    Retrieve an Item
    Create Subscription
    Pause Subscription
    Resume Subscription
    Search Subscription
    Retrieve Subscription
    Create Invoice
    List Invoices
    Get Invoice
    Delete an Invoice
    Retrieve Invoice Download URL
    Get Invoice PDF
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
Flowbot triggers
    When a Customer Is Created
    When a Customer Is Changed
    When a Customer Is Deleted
    When a Subscription Is Created
    When a Subscription Is Paused
    When Subscription Is Reactivated
    When Invoice Is Created
    When Invoice Is Updated
    When Invoice Is Deleted
    When Item Is Created
    When Item Is Updated
    When Item Is Deleted
Flowbot operations
    Create Customer
    Update Customer
    Delete Customer
    Search Customers
    Retrieve Customer
    Add Contact Information
    Delete Customer Contact
    List Customer Contacts
    Create Item
    Update Item
    Delete Item
    List Items
    Retrieve an Item
    Create Subscription
    Pause Subscription
    Resume Subscription
    Search Subscription
    Retrieve Subscription
    Create Invoice
    List Invoices
    Get Invoice
    Delete an Invoice
    Retrieve Invoice Download URL
    Get Invoice PDF
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
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