Tired of looking for ways to create Freshdesk contact for new Chargebee subscriptions? If yes, then you’ve come to the right place. As, in this blog, you will get a step by step guide to add new Chargebee subscriptions to Freshdesk as contacts automatically.
But before we begin, let’s know a wee bit about the software that we are about to integrate. Basically, Chargebee is a cloud-based subscription billing solution that helps you with recurring billing, invoicing, subscriptions, etc. Whereas, Freshdesk is an online cloud-based customer service software providing helpdesk support with all smart automations to get things done faster.
Therefore, integrating these two services can help you import all the Chargebee subscriptions to Freshdesk in real-time. Hence, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.
https://www.youtube.com/watch?v=45Mx2J4j3N4
Now, the question is how you can integrate Chargebee with Freshdesk? Well, the answer is quite simple and that is known as 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 offers 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 and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Just integrate it once and relax, it will handle all the workload afterward. Moreover, you can access all the features even in its free plan.
Hence, without wasting any more time let’s get started with the blog about how to create Freshdesk contact for new Chargebee subscriptions.
Step 1: Sign up to Pabbly Connect
Initiate the process to create Freshdesk contact for new Chargebee subscriptions by clicking on the “Sign Up Free” icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.
Try Pabbly Connect for FREE
Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard. Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button. Now, you need to name the workflow just like in the above-shown image. I named the workflow as “Chargebee Integration”, you can obviously name the workflow as per your requirements. As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now. Now, you have to select the application that you want to integrate. In this case, we are choosing “Chargebee” for integration. In the method section, select “New Subscription”. After selecting the application, now you have to click on the “Connect with Chargebee” button just like in the above-shown image to take further the integration process. To connect Chargebee with Pabbly Connect, you have to add the API key and site name in the software. For that, you have to log in to your Chargebee account. After logging into your Chargebee account, click on the “Settings” option, and then click on the “Configure Chargebee”. Next, you need to scroll down and click on the “API Keys” option. Now, you have to simply copy the given API key or you can also generate a new API key by clicking on the “Add API Key” button. After copying the API key, now you have to paste it into the Pabbly Connect dashboard. You can find the Chargebee site name from the subdomain of your Chargebee account. Once, you have pasted all the required details, then hit the “Save” button. To check this integration, we have to send a test request and for that, we will create a dummy subscriber on Chargebee. To add a subscriber, first, you have to click on the “Subscriptions” option in your Chargebee dashboard. Once you reach the subscription page, now click on the “Create Subscription” button to add a new subscriber. In this step, now you have to add all the required details of the subscriber like name, company, email, etc. Next, after filling in all the details we will hit the “Create Subscription” button. After adding a new subscriber in Chargebee, now we will capture the data by clicking on the “Save & Send Test Request” button in Pabbly Connect. Once you click on the “Save & Send Test Request” in Pabbly Connect, the subscriber info will appear on the Pabbly Connect dashboard. Then, click on the “Save” option. To make this Chargebee-Freshdesk integration work, you have to choose the action for your trigger. Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Freshdesk” to integrate and in the method section select “Create Contact”. After choosing the application click on the “Connect with Freshdesk” button to move forward. To connect Freshdesk to Pabbly Connect, you have to enter the API key and subdomain of your Freshdesk account in the Pabbly Connect dashboard. For this, you have to log in to your Freshdesk account. To get the API key and subdomain, click on the profile icon and then click on the “Profile Settings” option. Next, simply copy the given API key to move further with the integration process. After copying the API key, now paste it into the Pabbly Connect dashboard. You can find the subdomain of your Freshdesk account from the URL. Once you fill in all the details, then click on the “Save” button. After connecting with your Freshdesk account, map all the fields quickly like name, email, etc. Once you are done adding up all field data click on the “Save & Send Test Request” button. Here, you can see that integration was successful and the subscriber has been added to the Freshdesk account as a contact automatically from Chargebee. Now, whenever there will be any new subscription in your Chargebee account, it will be automatically added to your Freshdesk account as contacts. Wrapping up, we have described the entire process of “How to Create Freshdesk Contact For New Chargebee Subscriptions” with the help of the best automation and integration tool i.e, Pabbly Connect. Moreover, the process is a cakewalk and you have to do it only once. So go ahead and create your account for free. We hope the process was clear to you guys. In case you have any doubts, drop it in the comment section below. We’ll get back to you as soon as possible.Step 2: Access Pabbly Connect
Step 3: Workflow for Chargebee with Freshdesk Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Chargebee with Freshdesk Integration
(a) Select Application you Want to Integrate
(b) Click on Connect Button
Step 5: Connecting Chargebee to Pabbly Connect
(a) Click on Chargebee Settings
(b) Click on the API Keys
(c) Copy the API Key
(d) Paste the API Key
Step 6: Add a Sample Subscriber
(a) Click on Subscriptions
(b) Click on Create Subscription
(c) Add Details
(d) Create Subscription
(e) Send a Test Request
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Action for Chargebee with Freshdesk Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 9: Connecting Freshdesk to Pabbly Connect
(a) Click on Profile Settings
(b) Copy the API Key
(c) Paste the API Key
(d) Map the Fields
(e) Send Test Request
Step 10: Check Response in Freshdesk Dashboard
Conclusion –
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