Integrate Stripe and ConvertKit Using Pabbly Connect: A Step-by-Step Guide

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1. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect by typing Pabbly.com in your browser. Once on the website, hover over the ‘Products’ section and click on ‘Connect.’ This will take you to the Pabbly Connect dashboard.

After signing in, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Stripe to ConvertKit Integration.’ This setup will allow you to automate the tagging of subscribers in ConvertKit whenever a new subscriber is added in Stripe.


2. Setting Up the Stripe Trigger in Pabbly Connect

In this step, you will set up the Stripe trigger in Pabbly Connect. Choose ‘Stripe’ as the app and select ‘New Charge’ as the trigger event. This means that whenever a new charge is made in Stripe, it will trigger the workflow in Pabbly Connect.

Next, you will need to connect your Stripe account. Go to your Stripe dashboard, click on ‘Developers,’ and navigate to ‘Webhooks.’ Here, you will add a new endpoint by pasting the webhook URL provided by Pabbly Connect. Make sure to select the event as ‘Charge Succeeded’ to capture successful payments.


3. Capturing Data from Stripe in Pabbly Connect

After setting up the Stripe trigger, click on the ‘Capture Webhook Response’ button in Pabbly Connect. This will allow you to capture the data from Stripe. To test this, create a dummy payment in Stripe.

Fill in the payment details, including the amount and customer information. Once the payment is processed, Pabbly Connect will capture this data, including the charge amount and customer ID, which you will need for the next steps.


4. Retrieving Customer Information from Stripe

Since the initial Stripe data may not include complete customer information, you will need to retrieve additional details. In Pabbly Connect, add another action step and select ‘Stripe’ again, this time choosing ‘Retrieve Customer’ as the action event.

Connect to your Stripe account again and map the customer ID from the previous step. This will allow Pabbly Connect to pull in the customer’s name, email, and other details necessary for tagging in ConvertKit.


5. Tagging Subscribers in ConvertKit Using Pabbly Connect

Now that you have all the necessary customer details, it’s time to tag the subscriber in ConvertKit. In Pabbly Connect, add a new action and select ‘ConvertKit’ as the app. Choose the action event ‘Tag Subscriber.’ This will allow you to tag the subscriber based on the information retrieved from Stripe.

Connect your ConvertKit account by entering the API key and secret. Map the details you retrieved earlier, such as the customer’s email and name, to the respective fields in ConvertKit. Finally, choose or create a tag for the subscriber, and click ‘Save and Send Test Request’ to ensure everything is working correctly.


Conclusion

In this tutorial, we explored how to integrate Stripe and ConvertKit using Pabbly Connect. By following these steps, you can automate the process of tagging subscribers whenever a new charge is made, enhancing your email marketing efforts.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

WooCommerce ClickSend Integration Using Pabbly Connect

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1. Accessing Pabbly Connect for WooCommerce ClickSend Integration

To start the integration process, first, access Pabbly Connect. This platform allows you to connect various applications seamlessly. If you don’t have an account, you can sign up for free in just a few minutes.

Once logged in, you will be greeted with a dashboard. Here, you can create a new workflow by clicking on the ‘Create New Workflow’ button. Name your workflow something descriptive, like ‘WooCommerce ClickSend Integration’ for easy identification.


2. Setting Up WooCommerce in Pabbly Connect

In this section, we will set up WooCommerce as the trigger application in Pabbly Connect. Select WooCommerce from the list of apps. You will then need to choose the trigger event, which is typically ‘New Order’ for this integration.

Next, connect your WooCommerce account by entering the required API credentials. This includes your WooCommerce store URL and the API key. Once connected, test the connection to ensure everything is working correctly.


3. Configuring ClickSend SMS in Pabbly Connect

After setting up WooCommerce, the next step is to configure ClickSend SMS within Pabbly Connect. Select ClickSend as the action application. Choose the action event as ‘Send SMS’.

You will need to connect your ClickSend account by providing your ClickSend API credentials. This includes your username and API key. Once connected, you can customize the SMS message you want to send when a new order is placed on WooCommerce.


4. Setting Up Data Mapping in Pabbly Connect

Data mapping is crucial for ensuring the correct information is sent through Pabbly Connect. You will map the WooCommerce order details to the ClickSend SMS fields. For instance, map the customer’s phone number from WooCommerce to the ClickSend SMS recipient field.

Additionally, you can personalize the message by including order details such as the order number and total amount. This ensures that the SMS sent to the customer contains relevant information about their order.


5. Testing and Activating the Workflow

Before finalizing, it’s essential to test your workflow in Pabbly Connect. Click on the test button to send a sample SMS to ensure everything is functioning as expected. Check your ClickSend account to verify the SMS was received.

If the test is successful, you can activate your workflow. This will ensure that every time a new order is placed in WooCommerce, an SMS notification is automatically sent through ClickSend.


Conclusion

Integrating WooCommerce with ClickSend SMS using Pabbly Connect streamlines order notifications. This setup enhances customer communication and keeps your clients informed about their orders effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Stripe and QuickBooks Using Pabbly Connect: Instantly Create Customers on New Payments

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1. Setting Up Pabbly Connect for Stripe and QuickBooks Integration

To begin the integration, you need to access Pabbly Connect. Create an account if you don’t have one. Once logged in, navigate to the ‘Connect’ section. Here, you will set up a new workflow that connects Stripe and QuickBooks to automatically create a customer whenever a new payment is received.

In Pabbly Connect, click on the ‘Create Workflow’ button. Enter a name for your workflow, such as ‘Stripe to QuickBooks Customer Creation’. This will help you easily identify your integration later. With Pabbly Connect, you can efficiently manage multiple integrations in one place.


2. Configuring Stripe Trigger in Pabbly Connect

The next step is to configure the Stripe trigger. Select Stripe from the list of available applications in Pabbly Connect. Choose the trigger event that will initiate the workflow, which is ‘New Payment’. This will allow Pabbly Connect to listen for new payments made through Stripe.

Once selected, you will need to connect your Stripe account. Click on the ‘Connect with Stripe’ button and authorize Pabbly Connect to access your Stripe account. This is crucial for enabling the trigger to work correctly. After connection, test the trigger to ensure it captures the latest payment data.


3. Setting Up QuickBooks Action in Pabbly Connect

Now that the trigger is configured, it’s time to set up the action in QuickBooks. In the Pabbly Connect workflow, select QuickBooks as the action application. Choose the action event ‘Create Customer’. This allows Pabbly Connect to create a new customer in QuickBooks each time a payment is received in Stripe.

Connect your QuickBooks account by clicking the ‘Connect with QuickBooks’ button. Authorize Pabbly Connect to access your QuickBooks account. After the connection is successful, map the required fields from the Stripe payment data to the QuickBooks customer fields. This ensures that the customer information is accurately transferred.


4. Testing the Integration in Pabbly Connect

With the trigger and action set up, it’s essential to test the integration. In Pabbly Connect, click on the ‘Test & Review’ button. This will simulate a new payment in Stripe and check if a corresponding customer is created in QuickBooks. Monitor the process in real-time to ensure everything works seamlessly.

If the test is successful, you will see a confirmation message indicating that a new customer was created in QuickBooks. This confirms that Pabbly Connect is effectively managing the integration between Stripe and QuickBooks.


5. Activating the Workflow in Pabbly Connect

Once testing is complete and successful, the final step is to activate your workflow. In Pabbly Connect, toggle the switch to activate the workflow. This will ensure that every new payment in Stripe will automatically create a customer in QuickBooks without any manual intervention.

With the workflow activated, you can now sit back and let Pabbly Connect handle the integration. You will receive notifications whenever a new customer is created, allowing you to stay updated on your business transactions.


Conclusion

By using Pabbly Connect, you can easily integrate Stripe with QuickBooks to instantly create customers for every new payment. This automation saves time and ensures accurate customer records in your accounting software.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Chargebee and Mailchimp Using Pabbly Connect: A Step-by-Step Guide

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1. Setting Up Pabbly Connect for Chargebee and Mailchimp Integration

To start the integration between Chargebee and Mailchimp, access Pabbly Connect. Create an account or log in if you already have one. Pabbly Connect is essential for managing the workflow between these applications.

Once logged in, navigate to the ‘Connect’ section. Here, you can set up a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something recognizable, such as ‘Chargebee to Mailchimp Integration.’ This step is crucial as it lays the foundation for the automation process.


2. Connecting Chargebee to Pabbly Connect

Next, you will need to connect Chargebee to Pabbly Connect. In the workflow, choose Chargebee as the trigger application. Select the trigger event as ‘New Subscription Created.’ This event will initiate the workflow whenever a new subscription is added in Chargebee.

After selecting the trigger, you will be prompted to connect your Chargebee account. Enter your Chargebee API key, which can be found in your Chargebee dashboard under API settings. This connection allows Pabbly Connect to access your Chargebee data securely.


3. Sending Data to Gmail via Pabbly Connect

Once Chargebee is connected, the next step is to send a notification to Gmail. Add a new action step in Pabbly Connect and select Gmail as the application. Choose the action event as ‘Send Email.’ This action will notify you whenever a new subscription is created.

Fill in the required fields such as recipient email, subject, and body of the email. You can use dynamic fields from Chargebee to personalize the email content. This integration ensures that you are instantly informed about new subscriptions through Gmail.


4. Adding Subscribers to Mailchimp with Pabbly Connect

Now, it’s time to connect Mailchimp to Pabbly Connect. Add another action step and select Mailchimp as the application. Choose the action event as ‘Add Subscriber.’ This step will automatically add new subscribers to your Mailchimp list whenever a new subscription is created in Chargebee.

In this action, you will need to specify the Mailchimp list you want to add subscribers to. Also, map the fields from Chargebee, such as email address and name, to the corresponding fields in Mailchimp. This mapping is crucial for ensuring the data flows correctly between the two applications.


5. Testing and Activating Your Integration

After setting up the connections, it’s important to test your workflow in Pabbly Connect. Click on the ‘Test’ button to ensure that everything is working correctly. This step allows you to verify that new subscriptions in Chargebee trigger the Gmail notification and add subscribers to Mailchimp.

Once testing is successful, activate your workflow. This will enable the integration to run in real-time, automatically managing your subscriptions between Chargebee, Gmail, and Mailchimp without any manual intervention.


Conclusion

Integrating Chargebee with Mailchimp using Pabbly Connect simplifies your subscription management process. This tutorial outlines the exact steps to automate adding subscribers, making your workflow efficient and effective.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Add New Stripe Customers Automatically as Tribe Community Members Using Pabbly Connect

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1. Overview of Pabbly Connect for Integration

Pabbly Connect is a powerful integration platform that automates workflows between applications like Stripe and Tribe Community Members. This integration allows you to add new Stripe customers as members in Tribe automatically.

To start, log into your Pabbly Connect account. From the dashboard, select the option to create a new workflow. This will set the foundation for your integration between Stripe and Tribe.

By using Pabbly Connect, you can streamline your processes and ensure that every new customer in Stripe is seamlessly added to Tribe without manual intervention.


2. Setting Up Stripe as the Trigger in Pabbly Connect

In this step, you will configure Stripe as the trigger application in Pabbly Connect. Select Stripe from the list of applications and choose the trigger event as ‘New Customer Created’. This will activate the workflow whenever a new customer is added in Stripe.

Next, connect your Stripe account by providing the necessary API keys. This allows Pabbly Connect to access your Stripe data and monitor for new customers.

After connecting, test the trigger to ensure that it is functioning correctly. This step is crucial as it verifies that Pabbly Connect can successfully receive data from Stripe.


3. Configuring Tribe as the Action in Pabbly Connect

Once Stripe is set up as the trigger, the next step is to configure Tribe as the action application in Pabbly Connect. Select Tribe from the application list and choose the action event as ‘Add Member’. This will allow the integration to add new members automatically.

Connect your Tribe account by entering the required credentials. This connection is essential for Pabbly Connect to send data to Tribe and create new members.

Map the fields from the Stripe trigger to the Tribe action. For instance, ensure that the customer’s email from Stripe is correctly mapped to the email field in Tribe. This ensures that the right information is sent to the correct fields.


4. Testing the Integration in Pabbly Connect

After setting up the action, it’s time to test the integration. In Pabbly Connect, you can run a test to see if a new customer in Stripe is successfully added as a member in Tribe.

Monitor the response from Tribe to confirm that the member was added. If successful, you will receive a confirmation message indicating that the integration works as intended.

Testing is a critical step to ensure that all data flows correctly between Stripe and Tribe through Pabbly Connect.


5. Finalizing Your Pabbly Connect Workflow

Once testing is successful, finalize your workflow by saving it in Pabbly Connect. This will activate the automation, allowing new Stripe customers to be added to Tribe automatically.

You can also set up additional actions or filters if needed, but the basic integration is now complete. Ensure to monitor the workflow periodically to verify its performance.

This integration not only saves time but also enhances your community engagement by automatically welcoming new members from Stripe into Tribe.


Conclusion

By following these steps, you can effectively use Pabbly Connect to integrate Stripe and Tribe Community Members. This automation ensures that every new Stripe customer is added seamlessly, enhancing your community management efforts.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Auto-send Emails via Gmail for New Chargebee Subscriptions Using Pabbly Connect

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1. Setting Up Pabbly Connect for Chargebee and Gmail Integration

To automate email sending via Gmail for new Chargebee subscriptions, start by accessing Pabbly Connect. Once logged in, create a new workflow by clicking on the ‘Create New Workflow’ button. Name this workflow something relevant, like ‘Chargebee to Gmail’. This simple setup is crucial for connecting Chargebee and Gmail through Pabbly Connect.

In the workflow setup, select Chargebee as the trigger application. This allows you to specify that the integration will trigger when a new subscription is created in Chargebee. Using Pabbly Connect, you can easily manage this integration without needing to code.


2. Selecting the Chargebee Trigger Event

Once you have set up Pabbly Connect, the next step is to choose the trigger event. Select ‘New Subscription’ from the list of Chargebee trigger events. This selection ensures that every time a new subscription is created in Chargebee, it will initiate the workflow you are setting up.

After selecting the trigger, you will need to connect your Chargebee account to Pabbly Connect. This is done by entering your Chargebee API key. Once connected, you can test the trigger to confirm that Pabbly Connect is receiving data correctly from Chargebee.


3. Configuring Gmail Action for Email Sending

With the Chargebee trigger set up, the next step is to configure the action that will send emails via Gmail. In this case, select Gmail as the action application within Pabbly Connect. This allows you to specify the action that should take place once a new subscription is detected.

Choose the action event titled ‘Send Email’. You will then need to connect your Gmail account to Pabbly Connect. This process involves authorizing Pabbly Connect to send emails on your behalf. After connecting, you can specify the email details, such as the recipient’s email address, subject line, and body of the email.


4. Testing the Integration for Success

After configuring the Gmail action, it’s important to test the entire integration to ensure everything works as expected. Within Pabbly Connect, you can run a test to simulate a new subscription in Chargebee. This test will trigger the email sending action in Gmail.

Check your Gmail inbox to confirm that the email has been sent successfully. If the email appears as intended, your integration is working correctly. If there are issues, Pabbly Connect provides options to troubleshoot and adjust settings as needed.


5. Activating Your Pabbly Connect Workflow

Once you have successfully tested the integration, the final step is to activate your workflow in Pabbly Connect. This activation allows the automation to run continuously in the background. From now on, every time a new subscription is created in Chargebee, an email will be automatically sent via Gmail.

To activate, simply toggle the switch to ‘On’ for your workflow in Pabbly Connect. This ensures that your email notifications for new Chargebee subscriptions are fully automated and functioning seamlessly.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate email sending via Gmail for new Chargebee subscriptions. By following these steps, you can enhance your subscription management process efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Stripe Salesforce Integration Using Pabbly Connect: Add New Stripe Customers as Leads

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1. Accessing Pabbly Connect for Integration

To begin the Stripe Salesforce integration using Pabbly Connect, open your browser and navigate to Pabbly Connect. After signing in, you will be directed to the Pabbly Connect dashboard.

Once logged in, scroll down to find the option labeled ‘Connect’. Click on ‘Access Now’ to proceed. In the top right corner, click on the ‘Create Workflow’ button, where you can name your workflow, for example, ‘Stripe to Salesforce’.


2. Setting Up Trigger for Stripe in Pabbly Connect

In this step, you will set up the trigger for your integration. In Pabbly Connect, select ‘Stripe’ as the application and choose the trigger event as ‘New Customer’. This event will initiate the workflow whenever a new customer is created in Stripe.

Next, you’ll need to configure your Stripe account to send data to Pabbly Connect. Navigate to your Stripe account, go to ‘Developers’, and select ‘Webhooks’. Click on ‘Add Endpoint’ and paste the endpoint URL provided by Pabbly Connect. Make sure to select the event ‘Customer Created’ and click on ‘Add Endpoint’.


3. Capturing Webhook Response in Pabbly Connect

Now that you have set up the trigger, you need to capture the webhook response. In Pabbly Connect, click on ‘Capture Webhook Response’. This action will wait for a new customer to be created in Stripe.

To test this, go back to your Stripe account and create a new customer. Fill in the required details such as name, email, and company name. Once the customer is created, check Pabbly Connect to see if the data has been captured successfully.


4. Setting Up Action to Create Leads in Salesforce

After capturing the data from Stripe, the next step is to create a lead in Salesforce. In Pabbly Connect, click on the plus button to add an action step. Choose ‘Salesforce’ as the application and select ‘Create Lead’ as the action event.

You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect with Salesforce’, then authorize Pabbly Connect to access your Salesforce account. After successful authorization, you will map the fields from the Stripe data to the Salesforce lead fields.


5. Testing the Integration Between Stripe and Salesforce

To ensure that the integration is working correctly, save your workflow and send a test request in Pabbly Connect. Check your Salesforce leads to see if the new customer from Stripe has been added successfully as a lead.

Repeat the process by creating another customer in Stripe to verify that the data flow continues to work. Each time a new customer is created in Stripe, Pabbly Connect should automatically create a corresponding lead in Salesforce.


Conclusion

This tutorial demonstrates how to integrate Stripe with Salesforce using Pabbly Connect. By following these steps, you can automate the process of adding new Stripe customers as leads in Salesforce seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Stripe and Trello Using Pabbly Connect: A Step-by-Step Guide

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1. Accessing Pabbly Connect for Stripe and Trello Integration

To begin the integration between Stripe and Trello, first, access Pabbly Connect. This platform is essential for automating workflows. Sign up or log in to your Pabbly Connect account to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. This is where the magic happens, allowing you to connect Stripe and Trello seamlessly.


2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. Name your workflow something like ‘Stripe to Trello Integration’ for easy identification.

After naming your workflow, you will be prompted to choose a trigger application. Select Stripe as your trigger application. This setup is crucial as it tells Pabbly Connect to listen for new customer events in Stripe.


3. Setting Up the Stripe Trigger in Pabbly Connect

Now, configure the Stripe trigger by selecting the event type. Choose ‘New Customer’ as the event to trigger your workflow. This means every time a new customer is added in Stripe, Pabbly Connect will initiate the next steps automatically.

Once you have selected the event type, click on ‘Save and Send Test Request’. This step helps ensure that Pabbly Connect is correctly receiving data from Stripe. You will see a success message once the test is successful, confirming the connection.


4. Adding Trello as the Action Application

Next, it’s time to add Trello as the action application in your Pabbly Connect workflow. Click on the ‘+’ icon to add an action step. Choose Trello from the list of applications.

In the action event, select ‘Create Card’. This step will allow Pabbly Connect to create a new card in Trello whenever a new customer is added in Stripe. Fill in the required fields such as the card title, description, and other relevant information.


5. Testing the Integration Between Stripe and Trello

After setting up the action in Trello, it’s important to test the entire integration. Click on ‘Save and Send Test Request’ in the Trello action step. This will create a test card in Trello based on the customer data received from Stripe.

Check your Trello board to confirm that the card has been created successfully. If everything works as expected, your integration is complete! This automation will now run in the background, creating Trello cards instantly when a new customer is added in Stripe, all managed through Pabbly Connect.


Conclusion

In this tutorial, we showed you how to use Pabbly Connect to integrate Stripe and Trello, enabling you to instantly create cards in Trello when a new customer is added in Stripe. This automation saves time and enhances productivity.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Stripe with ActiveTrail Using Pabbly Connect: A Step-by-Step Guide

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1. Overview of Pabbly Connect for Stripe and ActiveTrail Integration

To integrate Stripe with ActiveTrail, you will use Pabbly Connect. This platform allows you to automate workflows between applications. First, log into your Pabbly Connect account to get started with the integration.

Once logged in, you can create a new workflow. This workflow will handle the creation and updating of contacts in ActiveTrail whenever a new customer is added in Stripe. The seamless interaction between these applications is powered by Pabbly Connect.


2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Stripe to ActiveTrail Integration’. This naming helps you identify the workflow easily later on.

Next, you will select Stripe as the trigger application. Choose the event as ‘New Customer’ to initiate the workflow whenever a new customer signs up on Stripe. This setup is crucial for ensuring that your workflow runs correctly.


3. Configuring the Stripe Trigger in Pabbly Connect

After selecting Stripe, you need to connect your Stripe account to Pabbly Connect. Follow the prompts to authenticate your Stripe account. This step is essential for Pabbly Connect to access your Stripe data.

Once connected, test the trigger to ensure it captures the latest customer data. This test will confirm that Pabbly Connect is properly set up to receive information from Stripe.


4. Adding ActiveTrail as the Action in Pabbly Connect

After successfully setting up the Stripe trigger, it’s time to add ActiveTrail as the action application. In Pabbly Connect, select ActiveTrail and choose the action event as ‘Create or Update Contact’. This event will allow you to manage customer information seamlessly.

Next, map the fields from Stripe to ActiveTrail. For example, map the customer’s email and name from Stripe to the corresponding fields in ActiveTrail. This mapping ensures that all relevant information is transferred correctly, which is a critical function of Pabbly Connect.


5. Testing and Activating Your Pabbly Connect Workflow

After mapping the fields, it’s important to test the workflow. Click on the ‘Test Action’ button in Pabbly Connect to ensure that the data is being sent correctly to ActiveTrail. This step is vital for confirming that your integration works as intended.

If the test is successful, activate your workflow. This activation allows Pabbly Connect to run the integration automatically every time a new customer is added to Stripe. You will now have an automated system for managing new customer contacts in ActiveTrail.


Conclusion

Integrating Stripe with ActiveTrail using Pabbly Connect allows for efficient management of new customer contacts. By following these steps, you can automate your workflow and ensure all customer data is updated seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Chargebee Google Sheets Integration Using Pabbly Connect

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1. Setting Up Pabbly Connect for Chargebee and Google Sheets Integration

To begin the integration process, access Pabbly Connect. This platform is essential for connecting Chargebee to Google Sheets. Start by creating a new workflow in Pabbly Connect. Select Chargebee as your trigger application, which will initiate the workflow when a new subscription is created.

Next, you will need to authenticate your Chargebee account in Pabbly Connect. This step is crucial as it allows Pabbly Connect to access your Chargebee data securely. Once authenticated, you can select the event type that triggers the workflow, such as ‘New Subscription’. After setting this up, click on the ‘Save and Send Test Request’ button to ensure everything is connected properly.


2. Configuring Google Sheets in Pabbly Connect

Once you have set up Chargebee in Pabbly Connect, the next step is to configure Google Sheets. Add a new action step in your workflow and choose Google Sheets as the application. This allows you to save the subscription details from Chargebee directly into a Google Sheet.

Authenticate your Google account by following the prompts. After successful authentication, select the action event as ‘Add Row’. This choice will enable you to add new rows in your Google Sheets for each new subscription created in Chargebee. Make sure to map the fields from Chargebee to the corresponding columns in Google Sheets, such as Subscription ID, Customer Name, and Amount.


3. Testing the Integration Between Chargebee and Google Sheets

After setting up both Chargebee and Google Sheets in Pabbly Connect, it’s time to test the integration. Create a new subscription in your Chargebee account to trigger the workflow. Once the subscription is created, Pabbly Connect will automatically send the details to Google Sheets.

Check your Google Sheets to confirm that the new subscription details have been added successfully. This step is crucial to ensure that your integration works as expected. If the data appears correctly, your integration is set up successfully! If not, review the mapping and authentication steps in Pabbly Connect to troubleshoot any issues.


4. Automating the Chargebee to Google Sheets Workflow

With the integration tested and confirmed, Pabbly Connect now automates the process of saving Chargebee subscription details into Google Sheets. This means every time a new subscription is created, it will automatically populate the specified Google Sheet without any manual input.

This automation saves time and reduces the chance of errors in data entry. You can further customize your workflow in Pabbly Connect by adding filters or additional actions, like sending email notifications via Gmail whenever a new subscription is created.


5. Finalizing Your Chargebee and Google Sheets Integration

To finalize your integration, return to Pabbly Connect and review your workflow settings. Ensure that all fields are correctly mapped and that your trigger and action steps are set up properly. You can also rename your workflow for easier identification.

Once everything is set, turn on your workflow to activate the integration. From now on, every new subscription in Chargebee will automatically save its details to Google Sheets, streamlining your data management process.


Conclusion

Integrating Chargebee with Google Sheets using Pabbly Connect allows for seamless automation of subscription data management. This process not only saves time but also enhances accuracy in tracking subscription details.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.