Chargebee + Retently Integration

Integrate Chargebee to Retently in one click, or tell Integrately AI how you want each customer handled. Create new Retently customer profiles, sync subscription details, trigger feedback surveys, and update records 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
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
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
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update Customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently

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Ready WorkflowsReady Workflows   for Chargebee + Retently Integration

Sync customer records, trigger feedback surveys upon subscription updates, route responses, and alert your team, 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 + Retently flow

After syncing your billing data and feedback surveys, teams often need to update their CRM, notify support channels, or log details in a spreadsheet. Pick a combination and activate it in one click.

Chargebee
Retently
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
StripeStripe (3)
+
IntercomIntercom (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
C
R
H
Add every new Chargebee customer to your Retently account, and create a matching contact in HubSpot.
New Chargebee customers instantly appear in Retently and HubSpot without manual data entry.
C
R
H
When a subscription is created in Chargebee, update Retently and create a deal in HubSpot.
Subscription creations automatically update Retently and open a new deal in HubSpot.
C
R
H
If a Chargebee payment fails, update Retently and create a high-priority task in HubSpot.
Failed payments instantly trigger customer updates in Retently and open a follow-up task in HubSpot.
R
C
H
When a survey response is created in Retently, get Chargebee subscription details and update HubSpot.
Survey responses pull Chargebee subscription data and update the contact record in HubSpot.

Supported triggers and actions for Chargebee and Retently

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
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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
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Instant
Subscription is created in Chargebee
Triggers the automation when a new subscription is created
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Instant
Subscription cancellation scheduled in Chargebee
Triggers the automation when a subscription cancellation is scheduled
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Instant
Subscription is Paused in Chargebee
Triggers the automation when a subscription is paused
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Instant
Subscription is resumed in Chargebee
Triggers the automation when a subscription is resumed
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Instant
Subscription is cancelled in Chargebee
Triggers the automation when a subscription is cancelled
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Instant
Subscription is reactivated in Chargebee
Triggers the automation when a subscription is reactivated
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Instant
Customer is updated in Chargebee
Triggers the automation when customer details are updated
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Instant
Customer is created in Chargebee
Triggers the automation when a new customer is created
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Instant
Payment method is added in Chargebee
Triggers the automation when a new payment method is added
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Instant
Payment method is updated in Chargebee
Triggers the automation when a payment method is updated
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Instant
Payment is failed in Chargebee
Triggers the automation when a payment fails
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Instant
Payment is successful in Chargebee
Triggers the automation when a payment is successfully processed
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Instant
Card expired in Chargebee
Triggers the automation when a card expires
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Search customer in Chargebee
Locates and retrieves customer information
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Create customer in Chargebee
Adds a new customer to the database
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Update customer in Chargebee
Updates a customer's information
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Change billing date in Chargebee
Updates the billing date for recurring payments
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Create subscription in Chargebee
Enrolls users in a subscription service
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Get subscription by ID in Chargebee
Retrieves a subscription record by its id
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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 →
Retently
Retently Triggers & Actions
Survey response is created in Retently
Triggers the automation when a survey response is submitted
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Customer is created in Retently
Triggers the automation when a new customer is created
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Company is created in Retently
Triggers the automation when a new company is created
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Overall metric score is updated in Retently
Triggers the automation when the overall metric score is updated
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Unsubscribe customer in Retently
Removes customer from mailing list
Try it →
Create or Update Customer in Retently
Creates or updates a customer record
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Search customer by email in Retently
Searches for a customer by their email address
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Tag a survey response in Retently
Tags a survey response
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Search company in Retently
Finds information about a company
Try it →
Create customer and Send survey in Retently
Creates a new customer record and sends a survey to the customer
Try it →

What can you automate with Chargebee + Retently?

Streamline your subscription billing and customer satisfaction workflows with powerful, automated actions.

What you can automate?
🔄
Sync New Customers Automatically Between Platforms
Whenever a new customer is created in Chargebee, automatically create or update their profile in Retently to ensure feedback surveys reach the right accounts without manual entry.
📋
Capture Detailed Subscription Data
Map available subscription fields and invoice details into your feedback workflows instead of basic contact info, making your customer reviews much more informative.
🔔
Alert Your Team on Key Billing Events
Notify your support or finance channels the moment a payment fails or a subscription is cancelled, enabling rapid follow-up and churn prevention.
🔀
Route Workflows Based on Subscription Tiers
Execute different actions depending on whether a customer is on an enterprise or standard subscription plan, ensuring tailored handling for high-value accounts.
🔄
Keep Customer Records Continuously Updated
Automatically update customer profiles and subscription attributes across both platforms whenever changes occur in your billing environment.
🔍
Prevent Duplicate Profiles with Smart Upserts
Search and update existing customer records instead of creating duplicate entries, keeping your database clean and easy to manage.
💳
Handle Payment Failures and Cancellations
Trigger automated status updates and notifications whenever payments fail, subscriptions are paused, or cancellations are scheduled.
🔌
Extend Workflows to Popular Third-Party Apps
Connect your core billing and feedback data to tools like Slack or HubSpot to keep your entire organization aligned on customer health.
And much more...

Who is Chargebee + Retently integration for?

Subscription businesses, customer success managers, and finance teams needing automated feedback collection and billing synchronization streamline their workflows with this integration.

Subscription revenue analysts
Subscription revenue analysts
Customer success leads
Customer success leads
Account managers
Account managers
Support operations teams
Support operations teams
Sales operations specialists
Sales operations specialists
Billing administrators
Billing administrators
📈
Subscription revenue analysts
You're tracking subscription metrics across multiple systems but your financial reports only update when someone manually exports customer records, so the billing totals you're reviewing against are always a few hours behind — this integration means every new customer record syncs instantly and your data stays current.
Customer success leads
You need to act fast on negative feedback and customer responses, but you find out about billing status changes too late in the cycle — automating both apps means satisfaction surveys and account updates trigger instantly and your team can respond without delay.
📋
Account managers
You answer to stakeholders who want to see regular progress reports on account health and satisfaction scores, but compiling data by hand leaves gaps — with this integration, customer feedback and billing states flow together seamlessly into unified records.
🔄
Support operations teams
The volume of new customer sign-ups and subscription changes is too high for anyone to keep up by hand, leading to missed feedback requests — this integration means survey distributions and CRM updates happen automatically at scale.
🤝
Sales operations specialists
You own the next step after a subscription starts and depend on someone upstream to hand over customer details, causing frustrating bottlenecks — automating both apps means contact creation and deal tracking happen the moment billing events occur.
🗂️
Billing administrators
You need a reliable history of customer interactions and subscription changes, but keep finding gaps between your billing platform and feedback tool — connecting these apps means every transaction and survey response is logged accurately.
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 + Retently

Build and manage your Chargebee + Retently 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 + Retently 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chargebee to Retently?
Frequently Asked Questions
You can connect Chargebee to Retently in 1-click using ready-made templates on Integrately. Choose your workflow, connect your accounts, and sync customer data instantly alongside apps like HubSpot, Slack, and Google Sheets.
Can I automatically sync new Chargebee customers to Retently feedback surveys?
Frequently Asked Questions
Can I connect Chargebee, Retently, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Chargebee and Retently?
Frequently Asked Questions
How does Chargebee handle customer data syncing here?
Frequently Asked Questions
Can I trigger actions based on Retently survey responses?
Frequently Asked Questions
Do I need coding skills to automate Chargebee and Retently?
Frequently Asked Questions
Is the Chargebee and Retently 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 Retently With 1500+ Other Apps

Chargebee
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Retently
Popular Retently Integrations
Sync Retently with survey, customer support, and analytics platforms to measure satisfaction and feedback.
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