Do you wonder about how to auto-send emails via Gmail for new Chargebee subscriptions? Perhaps, you might, this is exactly why we are suggesting a way to integrate Chargebee and Gmail using Pabbly Connect.
But let’s first understand about both the software and the need for integrating it both. Chargebee offers a subscription and recurring billing system for subscription-based SaaS businesses. On the other hand, Gmail is a free emailing service provider by Google for sending business and personal emails.
By integrating Chargebee and Gmail, one can send immediate mail to customers on every new subscription. However, there is no way to smooth this tedious process and which is why we are recommending software named Pabbly Connect.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Pabbly Connect is one of the best integration tool available in the market that connects multiple premium apps in a matter of time. Using this software, you can avoid all your manual work for data transmission. Plus, to operate the software you don’t need any kind of coding skill.
The thing which makes stand tall in-crowd is it doesn’t restrict on any features like filters, path routers, and much more even in its free plan.
Here, in this article, we will learn how to auto-send emails via Gmail for new Chargebee subscriptions in real-time.
So, let’s get started.
Step 1: Sign up to Pabbly Connect
Initiate the process of connecting Chargebee and Gmail by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Further, either fill-up the details manually or sign up using Gmail credentials.
Try Pabbly Connect for FREE
Further, after logging into the account, click on the “Access Now” button as shown in the above image. Start the process of building a workflow for integration by clicking on the “Create New Workflow” button. Moreover, add the name of workflow which in our case is “Chargebee to Gmail”. Nevertheless, you can always name the workflow according to your requirements. Next, after building a workflow, you have to choose the integration app to send emails via Gmail for the new Chargebee subscriptions. Using Pabbly Connect you can avail unlimited actions and triggers, click here to sign up for unlimited workflows for free.Step 2: Access Pabbly Connect
Step 3: Workflow for Chargebee to Gmail Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Chargebee to Gmail Integration
(a) Select Application you Want to Integrate
The following step is to select “Chargebee” from the dropdown, then choose the “New Subscription” option to send an email on every new subscription.
(b) Click the Connect Button
Click on the “Connected with Chargebee” button after making all the necessary adjustments. In addition, the permission window will open asking for an API key for which you have to log in to your Chargebee account.
Step 5: Connecting Chargebee to Pabbly Connect
To connect Chargebee to Gmail, you need to paste the “API Key” for which you have to log in to your Chargebee account.
(a) Go to Chargebee Settings
After logging into your Chargebee account, click on the “Settings” option on the left of the dashboard.
(b) Click on Configure Chargebee Option
Further, click on the “Configure Chargebee” option.
(c) Go to API Keys and Webhooks Option
When you click on the “Configure Chargebee” option, it will open certain options, Simply click on the “API Keys and Webhook” options.
(d) Copy an API Key
Lastly, all you have to is copy an API key appearing on the dashboard.
(e) Create a Test Subscription
Now head back to “Subscriptions” and then click on “Create New Subscription” to create a customer. Just fill in all the details and hit the “Create Subscription” button below.
Step 6: Paste API Key in Pabbly Connect Dashboard
You need to move back to the Pabbly Connect dashboard and paste the API key in order to send emails to new subscriptions.
(a) Fill API Key and Sitename
Now as soon as click on the “Connected with Chargebee” button, it will take you to the Basic Authorization page where you have to simply paste the API key. Leave the password option blank and in Sitename, paste the initial of your Chargebee URL. After making all the changes, simply hit the “Save” button.
(b) Save and Send Test Request
Now after hitting the save button, click on “Save and Send Test Request” to check if it fetching data from Chargebee or not.
(c) Test the API Response
Now as you can see, your submitted subscription is fetched by Pabbly Connect software. All you gotta do is hit the “Save” button.
Step 7: Setting Action for Chargebee & Gmail Integration
To make Chargebee and Gmail integration work, you have to choose the action for your trigger.
(a) Select Application you Want to Integrate
In addition, press the + icon to add an action to the trigger. Here we can pick “Gmail” from the drop-down. Then choose the method “Send an Email”.
(b) Click the Connect Button
Click on the “Connected with Gmail” button after making all the necessary adjustments. In addition, the permission window will open asking for Gmail authorization.
(c) Allow Google Account Authorization
Now all you have to do is click on “Connect with Gmail” and allow your Gmail account authorization. After giving access, hit the “Save” button.
(d) Map Field Data
After that, map the fields such as for the name, map the name option, and for email, map the email option from the dropdown.
(e) Save and Send Test Request
Further, after successfully mapping all the fields, hit “Save and Send Test Request”.
Step 8: Check Response in Gmail Dashborad
Lastly, when you check the Gmail account, the mail will get delivered. This is a one time process after that, all the new Chargebee customers will get an email regarding their subscriptions.
Conclusion –
Alright! This is our take on “How to Auto-send Emails via Gmail for New Chargebee Subscriptions” using Pabbly Connect. Believe us, it is one of the best integration software in the market that allows data transmission in few minutes. Simply follow all the mentioned steps and nothing else. Plus the software doesn’t restrict you on any features even in its free plan.
So, what’s stopping you now, Go and get your access by signing up for a free account.
