Create a contact in Intercom when a customer is created in Chargebee

■Overview

Manually transferring contact information to Intercom every time a new customer is created in Chargebee is not only time-consuming but also prone to errors. By using this workflow, you can seamlessly integrate Chargebee with Intercom and automate everything from customer creation to contact registration. This reduces the burden of repetitive tasks and creates an environment where you can focus on more important work.

■Who is this template for?

• Those who use both Chargebee and Intercom and struggle with manually entering customer information
• Those responsible for streamlining the integration between subscription management and customer support
• Teams looking to automate and accelerate the customer onboarding process

■Benefits of using this template

• Automatically create a contact in Intercom when a customer is created in Chargebee, reducing the time previously spent on manual tasks
• Reduce the risk of human error, such as data entry mistakes and missed registrations, caused by manually transferring data, while maintaining data accuracy

■Flow bot steps

1. First, connect Chargebee and Intercom with Yoom
2. Next, select Chargebee as the trigger and set the action to “When a customer is created”
3. Finally, set Intercom’s “Create a contact” action as the operation and link the customer information retrieved by the trigger

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

■Customization options

• When creating a contact in Intercom, choose which fields to map the customer information retrieved from the Chargebee trigger, such as the name and email address, to

■Notes

• ‍‍Connect each of Chargebee and Intercom with Yoom.
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