Chargebee + Kartra Integration

Integrate Chargebee to Kartra in one click, or tell Integrately AI how you want each lead handled. Capture new subscriptions, create leads, update customer records, and trigger marketing sequences automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chargebee
    Invoice is generated in Chargebee Instant
  • Chargebee
    Subscription is updated/changed in Chargebee Instant
  • Chargebee
    Subscription is activated in Chargebee Instant
  • Chargebee
    Subscription is created in Chargebee Instant
  • Chargebee
    Subscription cancellation scheduled in Chargebee Instant
  • Chargebee
    Subscription is Paused in Chargebee Instant
  • Chargebee
    Subscription is resumed in Chargebee Instant
  • Chargebee
    Subscription is cancelled in Chargebee Instant
  • Chargebee
    Subscription is reactivated in Chargebee Instant
  • Chargebee
    Customer is updated in Chargebee Instant
  • Chargebee
    Customer is created in Chargebee Instant
  • Chargebee
    Payment method is added in Chargebee Instant
  • Chargebee
    Payment method is updated in Chargebee Instant
  • Chargebee
    Payment is failed in Chargebee Instant
  • Chargebee
    Payment is successful in Chargebee Instant
  • Chargebee
    Card expired in Chargebee Instant
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra Instant
Arrow Right
2.
  • Chargebee
    Search customer in Chargebee
  • Chargebee
    Create customer in Chargebee
  • Chargebee
    Update customer in Chargebee
  • Chargebee
    Change billing date in Chargebee
  • Chargebee
    Create subscription in Chargebee
  • Chargebee
    Get subscription by ID in Chargebee
  • Chargebee
    Record offline payment for an Invoice in Chargebee
  • Chargebee
    Get list of invoices in Chargebee
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for Chargebee + Kartra Integration

Capture new subscribers, create corresponding leads, update subscription details, alert your team, and trigger follow-up sequences, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Chargebee + Kartra flow

Sync billing events to accounting platforms, notify teams on messaging apps, and keep marketing lists updated instantly. Pick a combination and activate it in one click.

Chargebee
Kartra
+
StripeStripe (5)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
C
K
S
When a customer is created in Chargebee, create a lead in Kartra and create a customer in Stripe.
New Chargebee customers instantly populate Kartra and Stripe without manual data entry.
C
K
S
When a payment fails in Chargebee, update the lead in Kartra and create a payment link in Stripe.
Failed Chargebee payments update Kartra records and generate a fresh Stripe payment link instantly.
C
K
S
When a subscription is updated in Chargebee, update the lead in Kartra and update the customer in Stripe.
Chargebee subscription updates automatically refresh customer details in Kartra and Stripe.
C
K
S
When an invoice is generated in Chargebee, create a charge in Stripe and assign a tag to the lead in Kartra.
New Chargebee invoices trigger Stripe charges and assign relevant tags in Kartra automatically.
C
K
S
Use ChatGPT to analyse Chargebee payment notes, create a Stripe customer, and update the Kartra lead.
ChatGPT processes Chargebee payment notes before creating a Stripe customer and updating Kartra.

Supported triggers and actions for Chargebee and Kartra

Mix and match to build the exact automation you need

Chargebee
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 failed in Chargebee
Triggers the automation when a payment fails
Try it →
Instant
Payment is successful in Chargebee
Triggers the automation when a payment is successfully processed
Try it →
Instant
Card expired in Chargebee
Triggers the automation when a card expires
Try it →
Search customer in Chargebee
Locates and retrieves customer information
Try it →
Create customer in Chargebee
Adds a new customer to the database
Try it →
Update customer in Chargebee
Updates a customer's information
Try it →
Change billing date in Chargebee
Updates the billing date for recurring payments
Try it →
Create subscription in Chargebee
Enrolls users in a subscription service
Try it →
Get subscription by ID in Chargebee
Retrieves a subscription record by its id
Try it →
Record offline payment for an Invoice in Chargebee
Logs offline payments received for invoices
Try it →
Get list of invoices in Chargebee
Retrieves a list of invoices from the database
Try it →
Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
Try it →
Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
Try it →
Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
Try it →
Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
Try it →
Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
Try it →
Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
Try it →
Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
Try it →
Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
Try it →
Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
Try it →
Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
Try it →
Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
Try it →
Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
Try it →
Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
Try it →
Instant
Lead clicks on page split test link in Kartra
Try it →
Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
Try it →
Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
Try it →
Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
Try it →
Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
Try it →
Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
Try it →
Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
Try it →
Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
Try it →
Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
Try it →
Create lead in Kartra
Generates new leads for potential customers
Try it →
Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
Try it →
Search lead by email in Kartra
Retrieves information for a particular lead using their email
Try it →
Unassign tag to lead in Kartra
Unassigns a tag from a lead
Try it →
Remove points from lead in Kartra
Deducts points from a lead
Try it →
Give points to lead in Kartra
Assigns points to the designated lead
Try it →
Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
Try it →
Get lead by ID in Kartra
Retrieves a lead's information based on their id
Try it →
Subscribe lead to list in Kartra
Subscribes a lead to a list
Try it →
Update lead in Kartra
Updates the lead information
Try it →
Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
Try it →
Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
Try it →
Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
Try it →
Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
Try it →
Create custom field in Kartra
Creates a new marketing campaign
Try it →
Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →

What can you automate with Chargebee + Kartra?

Connect Chargebee and Kartra to synchronize customer billing data, manage subscriptions, and trigger marketing campaigns automatically.

What you can automate?
🔄
Sync new Chargebee customers to Kartra automatically
Create a lead in Kartra the moment a new customer is created in Chargebee. Eliminate manual contact entry and ensure your CRM starts nurturing new buyers instantly.
📋
Capture every submitted custom field and billing detail
Map complete subscription data, custom fields, and invoice amounts from Chargebee into Kartra records. Keep your database thorough and ready for targeted segmentation.
🔔
Alert your team the moment a payment fails
Trigger instant notifications when a payment fails in Chargebee, updating lead records so support and finance teams can initiate dunning workflows immediately.
🔀
Route leads based on subscription tier changes
Update Kartra lead tags and assign specific follow-up sequences depending on whether a Chargebee subscription is upgraded, downgraded, or paused.
🔄
Keep customer details updated as subscriptions change
Push subscription updates, billing date changes, and renewal events from Chargebee directly to Kartra to maintain flawless data consistency.
🔍
Search and update existing records instead of duplicating
Search for existing leads by email in Kartra before creating new records, ensuring your customer database remains clean and free of duplicate entries.
💳
Handle refunds, cancellations, and renewals seamlessly
Automate actions when invoices are generated, payments succeed, or subscriptions are cancelled in Chargebee, keeping your marketing lists and membership access current.
🔌
Extend your workflow to Slack or Google Sheets
Connect Chargebee and Kartra to Slack or Google Sheets to log invoice rows, post revenue updates, and notify teams across your entire software stack.
And much more...

Who is Chargebee + Kartra integration for?

Subscription businesses, marketers, and finance teams connect billing events to marketing workflows to eliminate manual data entry and keep records perfectly synchronized.

Performance marketers
Performance marketers
Sales development teams
Sales development teams
Account managers
Account managers
Operations leads
Operations leads
Customer success managers
Customer success managers
Finance managers
Finance managers
📈
Performance marketers
You are tracking conversion cohorts in Kartra based on Chargebee billing data, but manual exports leave your marketing reports hours behind — automating both apps means every new subscription lands in your CRM instantly and your campaign metrics stay current.
Sales development teams
You need to initiate outreach the moment a high-value customer registers in Chargebee, but delayed notifications cause you to miss prime engagement windows — connecting these apps means every new account creates a lead instantly so your team can act fast.
🤝
Account managers
You answer to stakeholders who want real-time visibility into customer account statuses, but manual updates create reporting gaps — automating both apps means your client records update automatically and status reviews are always accurate.
🔄
Operations leads
Your subscription volume is too high for anyone to keep up with manual record creation between billing and CRM tools, leading to frequent data mismatches — integrating these apps means every subscription event syncs in real time without human intervention.
🎯
Customer success managers
You depend on billing triggers in Chargebee to initiate customer onboarding sequences in Kartra, but manual handoffs cause onboarding delays — this integration means every billing event triggers the next workflow step instantly.
📊
Finance managers
You rely on accurate invoice and payment history across all customer touchpoints, but manual logging leaves gaps in your financial audit trail — automating both apps means every invoice and payment syncs reliably to your records.
Our team

Ready Workflows 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 + Kartra

Build and manage your Chargebee + Kartra automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chargebee + Kartra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Chargebee to Kartra?
Frequently Asked Questions
You can connect Chargebee to Kartra in 1 click using ready-made workflows on Integrately or ask Integrately AI to build the integration for you. You can also connect other apps like Stripe, Mailchimp, QuickBooks Online, Slack, Google Sheets, and Zoom.
How can I automatically sync Chargebee customers to Kartra leads?
Frequently Asked Questions
Can I connect Chargebee, Kartra, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chargebee and Kartra?
Frequently Asked Questions
How does Chargebee handle customer data updates in Kartra?
Frequently Asked Questions
Can I trigger Kartra marketing sequences when a Chargebee invoice is generated?
Frequently Asked Questions
Do I need coding skills to integrate Chargebee and Kartra?
Frequently Asked Questions
Is the Chargebee and Kartra integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Chargebee or Kartra With 1500+ Other Apps

Chargebee
Popular Chargebee Integrations
Connect Chargebee to accounting, billing, and reporting tools to manage subscription revenue across your financial stack.
See All
Chargebee Integrations arrow right
No popular apps found
Kartra
Popular Kartra Integrations
Sync Kartra with email marketing, CRM, and webinar tools to engage leads and drive conversions.
See All
Kartra Integrations arrow right
No popular apps found