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Chargebee

Integration by Zapier

Helping subscription-based businesses stay agile and adapt their revenue operations workflows to scale faster.

Plan availability

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Starter

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Basic

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Professional

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Business

Made byZapier
Copper plans

Available on Starter, Basic, Professional, and Business.

Chargebee plans

Available on all plans.

Category

Accounting & invoicing

SupportZapier support

Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations.

Automate the order-to-revenue lifecycle: Collect recurring payments and automate your subscription billing logic - from checkout to reconciliation.

Align Billing Workflow with GTM Strategy: Adjust price structures, product bundles, discount management, and recovery processes to maximize revenue.

Drive Decisions with 360° Revenue Reporting: Recognize revenue accurately, forecast business growth, and plug leaks across your order-to-revenue cycle with real-time insights.

Scale Revenue Stack for Each Stage of Growth: Upgrade finance, accounting, CRM, and more, on the revenue engine that scales with you.

Zapier lets you connect Chargebee with Copper so you can automate your work and have more time for what matters most - no code required!

Not sure how to get started? Our friends at GetUWired can help — a certified Zapier Premier Expert specializing in custom workflow automations. More info.

Get started

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Frequently asked questions

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What is CRM integration?

CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.

Are integrations included in all plans?

Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.

Are integrations available on a free trial?

Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.

I don’t see one of my preferred tools on this list. What can I do?

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I’ve built an integration with Copper. How can I be featured on this page?

If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.

How do I set up integrations in Copper CRM?

It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.

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