Tired of looking for ways to create Freshdesk contact for new Chargebee subscriptions? If yes, then you’ve come to the right place. As, in this blog, you will get a step by step guide to add new Chargebee subscriptions to Freshdesk as contacts automatically.

But before we begin, let’s know a wee bit about the software that we are about to integrate. Basically, Chargebee is a cloud-based subscription billing solution that helps you with recurring billing, invoicing, subscriptions, etc. Whereas, Freshdesk is an online cloud-based customer service software providing helpdesk support with all smart automations to get things done faster.

Therefore, integrating these two services can help you import all the Chargebee subscriptions to Freshdesk in real-time. Hence, you don’t have to worry about doing redundant work & can ultimately save a lot of time and effort.

Now, the question is how you can integrate Chargebee with Freshdesk? Well, the answer is quite simple and that is known as Pabbly Connect.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect

Pabbly Connect is one of the best integration and automation tools that can help you integrate unlimited premium applications, set unlimited triggers & actions, create infinite workflows, and so much more. Besides, to do so, you don’t even need to have any coding skills. Just integrate it once and relax, it will handle all the workload afterward. Moreover, you can access all the features even in its free plan.

Hence, without wasting any more time let’s get started with the blog about how to create Freshdesk contact for new Chargebee subscriptions.

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the process to create Freshdesk contact for new Chargebee subscriptions by clicking on the “Sign Up Free” icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Chargebee with Freshdesk Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow as “Chargebee Integration”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Chargebee with Freshdesk Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select-Chargebee

Now, you have to select the application that you want to integrate. In this case, we are choosing “Chargebee” for integration. In the method section, select “New Subscription”.

(b) Click on Connect Button

Click-Connect-Chargebee

After selecting the application, now you have to click on the “Connect with Chargebee” button just like in the above-shown image to take further the integration process.

Step 5: Connecting Chargebee to Pabbly Connect

To connect Chargebee with Pabbly Connect, you have to add the API key and site name in the software. For that, you have to log in to your Chargebee account.

(a) Click on Chargebee Settings

Click-Settings-Chargebee

After logging into your Chargebee account, click on the “Settings” option, and then click on the “Configure Chargebee”.

(b) Click on the API Keys

Click-API-Keys-Chargebee

Next, you need to scroll down and click on the “API Keys” option.

(c) Copy the API Key

Copy-the-API-Key-Chargebee_censored

Now, you have to simply copy the given API key or you can also generate a new API key by clicking on the “Add API Key” button.

(d) Paste the API Key

Paste-the-Credentials-1 Chargebee

After copying the API key, now you have to paste it into the Pabbly Connect dashboard. You can find the Chargebee site name from the subdomain of your Chargebee account. Once, you have pasted all the required details, then hit the “Save” button.

Step 6: Add a Sample Subscriber

To check this integration, we have to send a test request and for that, we will create a dummy subscriber on Chargebee.

(a) Click on Subscriptions

Click-on-Subscriptions-Chargebee

To add a subscriber, first, you have to click on the “Subscriptions” option in your Chargebee dashboard.

(b) Click on Create Subscription

Click-on-Create-Subscription-Chargebee

Once you reach the subscription page, now click on the “Create Subscription” button to add a new subscriber.

(c) Add Details

Add Subscription Details

In this step, now you have to add all the required details of the subscriber like name, company, email, etc.

(d) Create Subscription

Create Subscription

Next, after filling in all the details we will hit the “Create Subscription” button.

(e) Send a Test Request

Send-Test-Request-Chargebee

After adding a new subscriber in Chargebee, now we will capture the data by clicking on the “Save & Send Test Request” button in Pabbly Connect.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the API Response

Once you click on the “Save & Send Test Request” in Pabbly Connect, the subscriber info will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.

Step 8: Setting Action for Chargebee with Freshdesk Integration

To make this Chargebee-Freshdesk integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Freshdesk

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Freshdesk” to integrate and in the method section select “Create Contact”.

(b) Click the Connect Button

Click Connect Freshdesk

After choosing the application click on the “Connect with Freshdesk” button to move forward.

Step 9: Connecting Freshdesk to Pabbly Connect

To connect Freshdesk to Pabbly Connect, you have to enter the API key and subdomain of your Freshdesk account in the Pabbly Connect dashboard. For this, you have to log in to your Freshdesk account.

(a) Click on Profile Settings

Click on Profile Settings

To get the API key and subdomain, click on the profile icon and then click on the “Profile Settings” option.

(b) Copy the API Key

Copy the API Key

Next, simply copy the given API key to move further with the integration process.

(c) Paste the API Key

Paste the API Key Freshdesk

After copying the API key, now paste it into the Pabbly Connect dashboard. You can find the subdomain of your Freshdesk account from the URL. Once you fill in all the details, then click on the “Save” button.

(d) Map the Fields

Map the Fields Freshdesk

After connecting with your Freshdesk account, map all the fields quickly like name, email, etc.

(e) Send Test Request

Map the Details Freshdesk

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Freshdesk Dashboard

Check Response in Freshdesk

Here, you can see that integration was successful and the subscriber has been added to the Freshdesk account as a contact automatically from Chargebee. Now, whenever there will be any new subscription in your Chargebee account, it will be automatically added to your Freshdesk account as contacts.

Conclusion –

Wrapping up, we have described the entire process of “How to Create Freshdesk Contact For New Chargebee Subscriptions with the help of the best automation and integration tool i.e, Pabbly Connect. Moreover, the process is a cakewalk and you have to do it only once. So go ahead and create your account for free.

We hope the process was clear to you guys. In case you have any doubts, drop it in the comment section below.  We’ll get back to you as soon as possible.

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