When Customer is created in Chargebee > Search user in Close > Check any condition > Create contact in Close
Chargebee + Close Integration
Chargebee + Close Integration
Integrate Chargebee to Close in one click, or tell Integrately AI how you want each subscription handled. Create a Close lead from every new Chargebee subscription, update lead records, log payment details, and notify your sales team automatically.
Free forever.Use premium features free for 14 days.1.
Invoice is generated in Chargebee Instant- Subscription is updated/changed in Chargebee Instant
- Subscription is activated in Chargebee Instant
- Subscription is created in Chargebee Instant
- Subscription cancellation scheduled in Chargebee Instant
- Subscription is Paused in Chargebee Instant
- Subscription is resumed in Chargebee Instant
- Subscription is cancelled in Chargebee Instant
- Subscription is reactivated in Chargebee Instant
- Customer is updated in Chargebee Instant
- Customer is created in Chargebee Instant
- Payment method is added in Chargebee Instant
- Payment method is updated in Chargebee Instant
- Payment is failed in Chargebee Instant
- Payment is successful in Chargebee Instant
- Card expired in Chargebee Instant
Opportunity status change activity is updated in Close Instant- Custom activity is created or updated in Close Instant
- Lead Status change is created in Close Instant
- Export is created in Close Instant
- Membership is activated in Close Instant
- Email Sequence Subscription created or updated in Close Instant
- Lead is created using search query in Close
- Lead is created in Close Instant
- Contact is created in Close Instant
- Contact is updated in Close Instant
- Opportunity status change activity is created in Close Instant
- Opportunity is created in Close Instant
- Email is created in Close Instant
- Call record is updated in Close Instant
- Call record is created in Close Instant
- Task is created in lead in Close Instant
- SMS is created in Close Instant
- Meeting is created in Close Instant
- Note is created in Close
2.
- Search customer in Chargebee
- Create customer in Chargebee
- Update customer in Chargebee
- Change billing date in Chargebee
- Create subscription in Chargebee
- Get subscription by ID in Chargebee
- Record offline payment for an Invoice in Chargebee
- Get list of invoices in Chargebee
- Search contact in Close
- Update lead in Close
- Search lead in Close
- Create lead in Close
- Update task in Close
- Create task in Close
- Search task in Close
- Search opportunity in Close
- Update opportunity in Close
- Create opportunity in Close
- Create contact in Close
- Update contact in Close
- Create note in Close
- Update note in Close
- Search note in Close
- Create email in Close
- Search user in Close
- Create SMS in Close
- Create custom activity in Close
- Run activity overview report in Close
- Delete logged call in Close
- Create export in Close
- Run sent email report in Close
- Subscribe Contact to Email Sequence in Close
- Search custom activity in Close
- Add address to lead in Close
- Delete email in Close
- Merge two leads in Close
- Create bulk email in Close
- Run opportunity report in Close
- Create smart view in Close
- Run status change report in Close
- Toggle Forwarding on Phone Number in Close
- Update custom activity in Close
- Update smart view in Close
- Update email sequence subscription in Close
- Delete email address from contact in Close
- Create bulk sequence subscription action in Close
- Search email sequence subscription in Close
- Search number of Leads in Query in Close
- Search connected account in Close
- Get activity by id in Close
- Create call in Close
- Update call in Close
- Search call in Close
Trusted by experts at...
Ready Workflows for Chargebee + Close Integration
Capture new subscriptions, organise customer data, keep CRM records updated, alert your sales team, and trigger follow-ups, all in just one click.
Most popular automations
When Customer is created in Chargebee > Search user in Close > Check any condition > Create lead in Close
Chargebee + Close Integration
When Customer is created in Chargebee > Search lead in Close > Check any condition > Create contact in Close
Chargebee + Close Integration
When Customer is created in Chargebee > Search lead in Close > Check any condition > Create lead in Close
Chargebee + Close Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Chargebee + Close flow
Connect billing events and CRM updates to messaging, email, payment, and scheduling tools to manage your entire revenue workflow. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Calendly (4)
Calendly (4) +
Typeform (4)
Typeform (4) C
C
S
Create a Close lead for every new Chargebee subscription and record the customer in Stripe
New Chargebee subscriptions instantly generate a lead in Close while creating a customer record in Stripe, eliminating manual data entry across your billing and sales tools.
C
C
S
When a Chargebee payment fails, update the lead in Close and record the charge failure in Stripe
Failed Chargebee payments update your lead status in Close and log the charge issue in Stripe so your team can act immediately.
C
C
S
When a subscription is cancelled in Chargebee, update the Close opportunity and log the refund in Stripe
Cancelled Chargebee subscriptions update your Close opportunity status and record refund details in Stripe automatically.
C
C
S
Use Claude to evaluate failed Chargebee payments, update the Close lead, and log details in Stripe
Claude analyses Chargebee payment failure details to update your Close lead and record notes in Stripe.
Supported triggers and actions for Chargebee and Close
Mix and match to build the exact automation you need
Chargebee Triggers & Actions
Instant
Invoice is generated in Chargebee
Triggers the automation when a new invoice is created
Try it → Instant
Subscription is updated/changed in Chargebee
Triggers the automation when a subscription is updated
Try it → Instant
Subscription is activated in Chargebee
Triggers the automation when a subscription is activated
Try it → Instant
Subscription is created in Chargebee
Triggers the automation when a new subscription is created
Try it → Instant
Subscription cancellation scheduled in Chargebee
Triggers the automation when a subscription cancellation is scheduled
Try it → Instant
Subscription is Paused in Chargebee
Triggers the automation when a subscription is paused
Try it → Instant
Subscription is resumed in Chargebee
Triggers the automation when a subscription is resumed
Try it → Instant
Subscription is cancelled in Chargebee
Triggers the automation when a subscription is cancelled
Try it → Instant
Subscription is reactivated in Chargebee
Triggers the automation when a subscription is reactivated
Try it → Instant
Customer is updated in Chargebee
Triggers the automation when customer details are updated
Try it → Instant
Customer is created in Chargebee
Triggers the automation when a new customer is created
Try it → Instant
Payment method is added in Chargebee
Triggers the automation when a new payment method is added
Try it → Instant
Payment method is updated in Chargebee
Triggers the automation when a payment method is updated
Try it → Instant
Payment is successful in Chargebee
Triggers the automation when a payment is successfully processed
Try it → Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → What can you automate with Chargebee + Close?
Streamline your subscription management and CRM workflows by connecting every billing event to your sales pipeline.
🔄
Sync new subscriptions to your CRM
Create a new lead in Close automatically the moment a customer subscribes in Chargebee, keeping your sales pipeline up to date without manual data entry.
📋
Capture every submitted customer field
Map detailed billing addresses, custom fields, and plan options from Chargebee straight into corresponding Close lead fields for complete customer profiles.
🔔
Alert your team on payment failures
Trigger instant team notifications and create high-priority tasks in Close whenever a recurring payment fails in Chargebee.
🔀
Route leads based on subscription tier
Create enterprise-tier leads in dedicated Close pipelines when high-value subscriptions are created, while sending standard accounts to your regular sales queues.
📝
Keep CRM records updated as plans change
Update lead stages and custom fields in Close automatically whenever a customer upgrades, downgrades, or pauses their Chargebee subscription.
🔍
Prevent duplicate records across apps
Search existing CRM databases before creating records so that recurring Chargebee transactions update active Close leads instead of generating duplicates.
⚠️
Manage cancellations and churn events
Update opportunity statuses and trigger win-back tasks in Close the moment a subscription cancellation is scheduled or processed in Chargebee.
💬
Extend your workflow to messaging apps
Send instant notifications to Slack channels whenever a new Chargebee invoice is generated or a Close deal reaches closed won.
And much more...
Who is Chargebee + Close integration for?
Revenue teams, sales leaders, and finance professionals use this integration to keep billing events and CRM pipelines perfectly synchronized without manual data entry.
Revenue operations managers
Sales leaders
Account executives
Customer success leads
Finance professionals
Founders and CEOs
📈
Revenue operations managers
You track subscription revenue and pipeline metrics in Chargebee, but customer updates take hours to reach Close, so your reports are always out of date — automating both apps means every customer change updates your CRM instantly.
💼
Sales leaders
You need your sales reps to follow up on failed payments immediately, but billing alerts get buried in email threads before anyone notices — with this integration, every payment failure creates a priority task in Close right away.
🤝
Account executives
You manage client relationships in Close while subscriptions are processed in Chargebee, requiring constant manual checks between systems — connecting these apps means your CRM always displays accurate subscription and invoice details.
🚀
Customer success leads
You onboard new subscribers as soon as they sign up, but manual handoffs from billing delays your welcome outreach — automating both apps means every new subscription triggers immediate CRM updates and onboarding tasks.
💰
Finance professionals
You reconcile invoices and payment statuses across multiple billing tools, but manual data entry introduces errors into your financial records — this integration means every invoice and payment syncs directly into your tracking pipeline.
🏢
Founders and CEOs
You oversee growth across sales and billing departments, but siloed data makes it difficult to get a clear picture of customer lifecycle stages — automating both apps means your entire team works from a single source of truth.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Chargebee + Close
Build and manage your Chargebee + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Chargebee + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Chargebee + Close Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Chargebee to Close?
You can connect Chargebee to Close in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting Stripe, Gmail, Slack, and 1,500+ other apps.
Can I automatically create a Close lead when a new Chargebee subscription is created?
Can I connect Chargebee, Close, and Slack?
What is a good Zapier alternative for Chargebee and Close?
How does Chargebee handle subscription updates with this integration?
How does Close receive customer data from Chargebee?
Do I need coding skills to automate Chargebee and Close?
Is the Chargebee and Close integration free?
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