4 ways to automate Chargebee

Sales and billing get a lot more complicated when you’re using a software-as-a-service (SaaS) model. You need to charge customers on a recurring basis, quickly recover failed payments, and stay compliant with international regulations. Chargebee is built to help SaaS businesses manage billing and subscriptions at scale.

But smoother payments are just one piece of the puzzle—you still need to keep accurate financial records, stay aware of time-sensitive issues like failed payments, and nurture leads and customers alike. Thankfully, you can use Zapier’s automated workflows (called Zaps) to connect Chargebee to the rest of your business’s tech stack and simplify every aspect of your billing management. Here are some of the top ways to help you get started.

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To get started with a Zap template—what we call our pre-made workflows—just click on the button next to the name of a Zap you’d like to try. It only takes a few minutes to set it up. You can read more about setting up Zaps here.

Keep your transaction records up to date

Having a detailed record of your financial transactions is crucial—which is why it’s a good idea to keep a backup of your Chargebee transactions in a spreadsheet. Google Sheets makes it easy to sort, filter, and analyze everything from customer purchase trends to subscription cancellation rates.

But when you’re getting a lot of signups and purchases, record-keeping gets daunting fast. Instead of manually exporting transaction data from Chargebee, use one of these Zaps to automate the process. These Zaps create new spreadsheet rows whenever activity like new subscriptions, payments, or customers are detected in Chargebee. Keep your records detailed and up to date with minimal busywork.

Keep your team in the loop

Time is money, especially when money is involved. It’s crucial to act fast after a payment failure or subscription cancellation—but your team probably isn’t glued to Chargebee all day. It can be helpful to send yourself and your team notifications when important activity happens in Chargebee. That way, you can react quickly to updates and keep your business running smoothly.

Pro tip: If you don’t want to spam your channels with notifications, add a filter step to limit the kinds of Chargebee activity that will trigger a Slack message. For example, you might only notify your team for payments above a set limit or subscriptions from enterprise customers.

Send automatic emails to customers

When a customer makes a payment or subscribes to your service, they should get an immediate notification. An email can set their mind at ease that not only did the payment go through, but it went to the right place.

Communicating clearly and reliably helps build strong customer relationships. And by automating that process, you help ensure every customer gets an email at the right time. These Zaps send emails to your desired recipient when new subscriptions, cancellations, invoices, and payments are detected in Chargebee.

Add leads to your mailing list

Your work isn’t finished once a prospect makes a purchase or subscribes to your product. Even after a lead becomes a customer, it’s important to continue nurturing them with follow-up emails. Adding them to your newsletter or initiating an email welcome sequence helps keep your brand front-of-mind while maximizing their engagement with your product.

But when your business is growing, it’s easy for routine contact management to fall on the back burner. Why not automate it instead?

These Zaps add new Chargebee customers and subscribers to your CRM or email marketing tool. Or, if those customers are already in your records, Zapier will update their profile instead of creating a new one. That way, your records stay updated without any double entry.

Streamline your sales with Zapier’s Chargebee integration

Chargebee offers powerful features designed to help your growing business manage billing and subscriptions. But reliably taking payments is just one piece of the puzzle—you also need to nurture new customers, stay on top of time-sensitive issues, and keep your records up to date. Zapier’s automated workflows let you run your subscription-based business smoothly while saving time for your most important work.

And that’s just the start of what you can do with Chargebee and Zapier. What will you automate first?

by Zapier