How to integrate Pipedrive with Chargebee?
Configure Pipedrive Chargebee integration
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
For setting up the integration, click Settings > Third-party Integrations > Under Sales, click Pipedrive > Click Connect.
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.
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.