In this how-to guide

How to automatically get or add a person in Pipedrive when Chargebee subscriptions are created
1. Set the Chargebee trigger as “Subscription created”
2. Add the "Get or add person" step in Pipedrive
3. Activate your playbook
Learn more about integrating with Pipedrive and Chargebee
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More how-to guides featuring Pipedrive and Chargebee

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How to automatically get or add a person in Pipedrive when Chargebee subscriptions are created

How to automatically get or add a person in Pipedrive when Chargebee subscriptions are created

Relay.app is an automation tool that lets you automate actions across Pipedrive, Chargebee, and many other apps. In this guide, we'll show you how to automatically run the “get or add person” action in Pipedrive for each subscription created in Chargebee using Relay.app.

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Chargebee > Pipedrive

Trigger

Last triggered

Subscription created

Get or add person

1

Set the Chargebee trigger as “Subscription created”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Chargebee trigger to initiate your playbook's actions when subscriptions are created. Click "Add trigger" in your playbook and choose "Subscription created" from the dropdown menu under Chargebee. This will allow your playbook to automatically identify newly created subscriptions and trigger necessary actions.

If you still need to connect your Chargebee account to Relay.app yet, a prompt will guide you through the process.

2

Add the "Get or add person" step in Pipedrive

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a person in Pipedrive when Chargebee subscriptions are created.

Click the "Add step" button, then locate the "Get or add person” automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically get or add a person in Pipedrive when Chargebee subscriptions are created without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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