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How to connect Close CRM and Chargebee
Create a New Scenario to Connect Close CRM and Chargebee
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 Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Chargebee will be your first step. To do this, click "Choose an app," find Close CRM or Chargebee, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close 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 Close CRM node, select Chargebee from the list of available apps, and choose the action you need from the list of nodes within Chargebee.
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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 Close 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 Close CRM and Chargebee 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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Chargebee
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Chargebee, 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 Close CRM and Chargebee integration works as expected. Depending on your setup, data should flow between Close CRM and Chargebee (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Chargebee
Close CRM + Chargebee + Slack: When a deal is closed in Close CRM, this automation checks for a new corresponding subscription in Chargebee. If a new subscription is found, a notification is sent to a designated Slack channel.
Chargebee + QuickBooks + Close CRM: When a new subscription is created in Chargebee, automatically creates a customer and an invoice in QuickBooks, then updates the corresponding customer record in Close CRM with the subscription details.
Close CRM and Chargebee integration alternatives
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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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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FAQ Close CRM and Chargebee
How can I connect my Close CRM account to Chargebee using Latenode?
To connect your Close CRM account to Chargebee on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Chargebee accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update customer data between Close CRM and Chargebee?
Yes, you can! Latenode allows seamless data synchronization, ensuring customer information is consistent across both platforms, improving accuracy and saving you valuable time.
What types of tasks can I perform by integrating Close CRM with Chargebee?
Integrating Close CRM with Chargebee allows you to perform various tasks, including:
- Automatically create a Close CRM lead when a new Chargebee subscription starts.
- Update Close CRM deal stages based on Chargebee subscription events.
- Trigger personalized email campaigns in Close CRM for canceled subscriptions.
- Calculate customer lifetime value using data from both Close CRM and Chargebee.
- Create tasks in Close CRM when payment failures occur in Chargebee.
Can I trigger Close CRM workflows from new Chargebee subscriptions?
Yes! Use Latenode to create automated workflows. Trigger alerts, update contact properties, and more, directly from Chargebee events in real-time.
Are there any limitations to the Close CRM and Chargebee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Close CRM and Chargebee.
- Complex data transformations might require JavaScript knowledge.
- Historical data migration between the two platforms may require custom scripting.
