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How to connect Chargebee and Close CRM
Create a New Scenario to Connect Chargebee and Close CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Chargebee, triggered by another scenario, or executed manually (for testing purposes). In most cases, Chargebee or Close CRM will be your first step. To do this, click "Choose an app," find Chargebee or Close CRM, and select the appropriate trigger to start the scenario.
Add the Chargebee Node
Select the Chargebee node from the app selection panel on the right.
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Configure the Chargebee
Click on the Chargebee node to configure it. You can modify the Chargebee URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Chargebee node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Chargebee and Close CRM 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 Chargebee and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Close CRM
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Chargebee, Close CRM, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Chargebee and Close CRM integration works as expected. Depending on your setup, data should flow between Chargebee and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Chargebee and Close CRM
Chargebee + Close CRM + Slack: When a new customer subscribes via Chargebee, a lead is created or updated in Close CRM, and a notification is sent to a Slack channel.
Close CRM + Chargebee + QuickBooks: When a deal closes in Close CRM, a new customer and subscription are created in Chargebee, and a matching customer and invoice are created in QuickBooks.
Chargebee and Close CRM integration alternatives
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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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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FAQ Chargebee and Close CRM
How can I connect my Chargebee account to Close CRM using Latenode?
To connect your Chargebee account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Chargebee and click on "Connect".
- Authenticate your Chargebee and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Close CRM leads from new Chargebee subscriptions?
Yes, you can! Latenode's visual builder makes it simple to automatically create new leads in Close CRM whenever a new subscription is created in Chargebee, streamlining sales follow-up.
What types of tasks can I perform by integrating Chargebee with Close CRM?
Integrating Chargebee with Close CRM allows you to perform various tasks, including:
- Creating a new Close CRM lead when a new Chargebee subscription starts.
- Updating a Close CRM opportunity when a Chargebee invoice is paid.
- Adding notes to a Close CRM contact when a Chargebee subscription changes.
- Triggering custom alerts in Close CRM for delinquent Chargebee accounts.
- Syncing Chargebee customer data with Close CRM contact details.
How do I handle errors during data synchronization?
Latenode provides robust error handling. You can set up alerts and retry logic to ensure data integrity between Chargebee and Close CRM, minimizing data loss.
Are there any limitations to the Chargebee and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization is subject to API rate limits of both apps.
- Historical data migration requires careful planning and execution.
