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Connect Pipedrive to Chargebee

Build an AI agent that works across Pipedrive and Chargebee, on a schedule or when you click Run.

24 source actions
4 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse Pipedrive integrations

Why Connect Pipedrive & Chargebee?

Read what you need from Pipedrive

Your agent uses Pipedrive's documented actions to pull the records it needs, each time it runs.

Run a Chargebee action

Then it uses one of 4 documented actions, such as Create Customer, Create Subscription, List Customer ID Options.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Pipedrive logo

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Chargebee logo

Chargebee

Triggers (12)

Customer Card Expired (Instant)

Emit new event when a customer card has expired. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
Customer Changed (Instant)

Emit new event when a customer is changed. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
New Customer Created (Instant)

Emit new event when a new customer is created. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
New Event (Instant)

Emit new event when the selected event is triggered. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
New Invoice Created (Instant)

Emit new event when a new invoice is created. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
New Invoice Updated (Instant)

Emit new event when a new invoice is updated. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
New Payment Refunded (Instant)

Emit new event when a payment is refunded. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
New Payment Source Added (Instant)

Emit new event when a new payment source is added. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
New Subscription Activated (Instant)

Emit new event when a subscription is activated. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
New Subscription Created (Instant)

Emit new event when a new subscription is created. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
New Subscription Renewed (Instant)

Emit new event when a subscription is renewed. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook
Payment Failed (Instant)

Emit new event when a payment is failed. See the Documentation. Please make sure once you deploy this source, you copy/paste the webhook URL to create it in your Chargebee Webhook settings.

webhook

Actions (4)

Create Customer

Create a customer in Chargebee. See the documentation

Create Subscription

Create a new subscription for an existing customer. See the documentation

List Customer ID Options

Retrieves available options for the Customer ID field.

List Plan Item Price ID Options

Retrieves available options for the Plan Item Price ID field.

Integration Features

24 documented Pipedrive actions
4 documented Chargebee actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Chargebee to Pipedrive direction

Capability Examples

Pipedrive trigger → Chargebee action

Catalog example
PipedrivePipedrive

Deal Updated (Instant)

ChargebeeChargebee

Create Customer

Chargebee trigger → Pipedrive action

Reverse direction
ChargebeeChargebee

Customer Card Expired (Instant)

PipedrivePipedrive

Add Activity

How It Works

1

Connect Apps

Authenticate your Pipedrive and Chargebee accounts

2

Describe the Job

Say what to read from Pipedrive and what to do in Chargebee

3

Choose an Action

Select the documented Chargebee operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Pipedrive events yet.

Automated Actions

Use 4 documented Chargebee actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks thePipedrive and Chargebee actions it needs.

Your Own Accounts

You connect your own Pipedrive and Chargebee accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Chargebee logoPipedrive logo

Reverse Integration Available

Also connect Chargebee to Pipedrive for bidirectional automation

View Integration
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All Pipedrive Integrations

Explore all available Pipedrive connections

View All Integrations
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All Chargebee Integrations

Explore all available Chargebee connections

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Ready to Connect Pipedrive & Chargebee?

Build this agent in Mazaal AI and test it on your ownPipedrive and Chargebee data.

Start building

Rather not build it yourself? We set up one Pipedrive to Chargebee agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod