Zoho CRM

Overview

ZohoCRM empowers you to connect with your customers by combining the best of general-purpose solutions and vertical solutions - reach customer across multiple channels, streamline your processes with automated workflows, and get real time reports and insights.

Integrating Chargebee with ZohoCRM allows you to send your customer and subscription data from Chargebee to ZohoCRM - data will be synced every hour, and changes to the data in Chargebee will be automatically reflected in ZohoCRM. You’ll also be able to fine-tune the behavior of the integration by specifying ‘rules’ for how to transfer data between Chargebee and ZohoCRM.

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Features

Sync customer & subscription from Chargebee to Zoho CRM

Sync information about customers and subscriptions from Chargebee automatically every hour, so your data is always up to date in ZohoCRM.

Define custom rules to sync your customers in Chargebee to ZohoCRM

Chargebee's integration with ZohoCRM allows you to, configure how the data in Chargebee should sync into your ZohoCRM, giving you control to define in what cases your data needs to be synced.

Automatically create Deals to your Zoho pipelines

Choose which ZohoCRM pipeline and stage you want to sync your Chargebee subscriptions to, so you can keep your deals organised and track your overall sales more effectively.

Data Flow

Zoho CRM Data	Data Flow	Chargebee Data
Contact		Customer
Deal (Selected Stage and Pipeline)		Subscription

Zoho CRM

Sync customer & subscription from Chargebee to Zoho CRM

Define custom rules to sync your customers in Chargebee to ZohoCRM

Automatically create Deals to your Zoho pipelines

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