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Automatically update Bigin by Zoho CRM when new subscriptions start or change in Chargebee, keeping sales aligned with billing. Latenode's visual editor simplifies complex workflows, enhanced with JavaScript for total control and affordable scaling.
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Create a New Scenario to Connect Bigin by Zoho CRM and Chargebee
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bigin by Zoho CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bigin by Zoho CRM or Chargebee will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Chargebee, and select the appropriate trigger to start the scenario.
Add the Bigin by Zoho CRM Node
Select the Bigin by Zoho CRM node from the app selection panel on the right.
Bigin by Zoho CRM
Configure the Bigin by Zoho CRM
Click on the Bigin by Zoho CRM node to configure it. You can modify the Bigin by Zoho CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Chargebee Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Chargebee from the list of available apps, and choose the action you need from the list of nodes within Chargebee.
Bigin by Zoho CRM
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Chargebee
Authenticate Chargebee
Now, click the Chargebee node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Chargebee settings. Authentication allows you to use Chargebee through Latenode.
Configure the Bigin by Zoho CRM and Chargebee Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Bigin by Zoho CRM and Chargebee Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Chargebee
Trigger on Webhook
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Bigin by Zoho CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bigin by Zoho CRM, Chargebee, and any additional nodes, donโt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking โRun onceโ and triggering an event to check if the Bigin by Zoho CRM and Chargebee integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Chargebee (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Chargebee + Zoho Books + Bigin by Zoho CRM: When a new subscription is created in Chargebee, automatically create a corresponding customer in Zoho Books and a contact in Bigin.
Chargebee + Bigin by Zoho CRM + Slack: When a new subscription is created in Chargebee, create or update a contact in Bigin and send a notification to a specified Slack channel.
About Bigin by Zoho CRM
Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.
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About Chargebee
Use Chargebee in Latenode to automate subscription management tasks. Create workflows that trigger actions based on subscription events, like new sign-ups or failed payments. Sync Chargebee data with CRMs, accounting software, or internal databases. Process data with no-code tools or custom JavaScript. Scale billing processes with Latenode's efficient execution model.
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How can I connect my Bigin by Zoho CRM account to Chargebee using Latenode?
To connect your Bigin by Zoho CRM account to Chargebee on Latenode, follow these steps:
Can I automatically update Bigin deals when subscriptions change in Chargebee?
Yes, you can! Latenode allows real-time updates using triggers. Keep sales aligned with billing events, improving reporting and customer lifecycle management.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Chargebee?
Integrating Bigin by Zoho CRM with Chargebee allows you to perform various tasks, including:
How does Latenode handle data synchronization between Bigin and Chargebee?
Latenode provides customizable field mapping and real-time triggers, ensuring accurate data transfer with built-in error handling.
Are there any limitations to the Bigin by Zoho CRM and Chargebee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: