In this how-to guide

How to automatically update a person in Pipedrive when Chargebee subscriptions are created
1. Set the Chargebee trigger as “Subscription created”
2. Add "Get person" and "Update person" step in Pipedrive
3. Activate your playbook
Learn more about integrating with Pipedrive and Chargebee
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How to automatically update a person in Pipedrive when Chargebee subscriptions are created

How to automatically update 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 “update person” action in Pipedrive for each subscription created in Chargebee using Relay.app.

Try it in Relay.app

Chargebee > Pipedrive

Trigger

Last triggered

Subscription created

Update person

1

Set the Chargebee trigger as “Subscription created”

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.

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

2

Add "Get person" and "Update person" step in Pipedrive

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

Click the "Add step" button, then locate "Get person" and "Update 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 update 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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