Add a person in Pipedrive when a customer is created in Chargebee

■Overview

When you acquire a new customer in Chargebee, a subscription management tool, do you find it time-consuming to manually register their information in Pipedrive, your CRM/SFA tool?
With this workflow, you can seamlessly connect Chargebee and Pipedrive. Whenever a new customer is created in Chargebee, their information is automatically added to Pipedrive, reducing the burden of manual data entry and eliminating input errors.

■Recommended for

• Anyone using Chargebee and Pipedrive to manage customers manually
• Anyone looking to prevent errors and omissions when transferring data from Chargebee to Pipedrive
• Anyone looking to streamline the process of registering customer information for a subscription business

■Benefits of using this template

• When customer information is created in Chargebee, a person is automatically added to Pipedrive, reducing the time required for manual data registration.
• By eliminating manual data transfer, this workflow helps prevent human errors such as incorrect entries and missing registrations.

■Flow bot steps

1. First, connect Chargebee and Pipedrive to Yoom.
2. Next, select Chargebee as the trigger and set the action to “When a customer is created.”
3. Finally, set the Pipedrive “Add person” action as the operation and map the information retrieved from Chargebee.

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

■Customization options

• In the Pipedrive “Add person” operation, choose which Pipedrive fields should contain the Chargebee customer information retrieved by the trigger, such as the customer’s name and email address.

■Notes

• ‍‍Connect both Pipedrive and Chargebee to Yoom.
• For instructions on retrieving data from Chargebee, see below.
  See how to retrieve Chargebee data