Steps to integrate Pipedrive with Chargebee

Scope How to integrate Pipedrive with Chargebee?

Configure Pipedrive Chargebee integration

Warning To prevent data loss in your live Pipedrive account, follow the below process

1. Follow the steps outlined in this section using your Chargebee TEST site and a new, temporary Pipedrive account.
2. Test all your use cases and workflows between Chargebee and Pipedrive.
3. Retrace the steps in this section, this time, between your Chargebee LIVE site and your live Pipedrive account.

Follow to below steps to configure Pipedrive <> Chargebee integration

1. INSTALLATION

For setting up the integration, click Settings > Third-party Integrations > Under Sales, click Pipedrive > Click Connect.

2. CONFIGURATION

See the configuration page to help setup the integration.

3. DATA VALIDATION

Once the configuration has been done, the following validations are performed on the data to ensure that it can be synced.

• All customer records are checked to see if they have the unique ID present. Unless changed in the configuration, the unique ID is the email address by default.

• If setting 1 in the configuration is enabled accordingly, all customer records are checked to see if they have subscriptions attached.

If any issues are found during this scan, a summary is shown and CSV list of the customer records with the issues is available for download.

4. RUN INITIAL SYNC

Click on Run Initial sync and the first 10 customers and their subscriptions are synced to Pipedrive and a results page is displayed

5. SYNC ALL RECORDS

You can then go ahead and sync all records by clicking on Sync all Records.

Related Documentation

Pipedrive integration